Mutual Funds, Types, Classifications, Risks, Expenses and Performance in Egypt
Master of International Business Administration
Financial Management-Fall 14088
Mutual Funds, Types, Classifications, Risks, Expenses and
Performance in Egypt
Supervised By
Dr. Ahmed Bahaa
Presented by:
Yasser Hassan El Sayed
Oct 19, 2014
DrAhmedBahaa-ESLSCA-FM-45A-Yasser Hassan El Sayed - Mutual Funds Assignment
Page |1
Table of Contents
TABLE OF CONTENTS ............................................................................................................................................1
1)
WHAT IS A MUTUAL FUND? ................................................................................................................................2
1.1.
1.2.
1.3.
2)
MUTUAL FUNDS TYPES........................................................................................................................................3
2.1.
2.2.
3)
WHAT ARE YOUR INVESTMENT OBJECTIVES AND PERIOD? ........................................................................................5
WHAT IS THE FUND’S GOAL? ..............................................................................................................................5
HOW RISKY IS THE FUND? ..................................................................................................................................5
HOW HAS THE FUND PERFORMED?......................................................................................................................5
WHAT ARE THE FUND’S COSTS? ..........................................................................................................................5
WHO MANAGES THE FUND? ..............................................................................................................................5
HOW YOU BE TAXED? .......................................................................................................................................5
WHAT ARE THE RISKS
Financial Management-Fall 14088
Mutual Funds, Types, Classifications, Risks, Expenses and
Performance in Egypt
Supervised By
Dr. Ahmed Bahaa
Presented by:
Yasser Hassan El Sayed
Oct 19, 2014
DrAhmedBahaa-ESLSCA-FM-45A-Yasser Hassan El Sayed - Mutual Funds Assignment
Page |1
Table of Contents
TABLE OF CONTENTS ............................................................................................................................................1
1)
WHAT IS A MUTUAL FUND? ................................................................................................................................2
1.1.
1.2.
1.3.
2)
MUTUAL FUNDS TYPES........................................................................................................................................3
2.1.
2.2.
3)
WHAT ARE YOUR INVESTMENT OBJECTIVES AND PERIOD? ........................................................................................5
WHAT IS THE FUND’S GOAL? ..............................................................................................................................5
HOW RISKY IS THE FUND? ..................................................................................................................................5
HOW HAS THE FUND PERFORMED?......................................................................................................................5
WHAT ARE THE FUND’S COSTS? ..........................................................................................................................5
WHO MANAGES THE FUND? ..............................................................................................................................5
HOW YOU BE TAXED? .......................................................................................................................................5
WHAT ARE THE RISKS