Mutual Funds: An Introduction to the Core Concepts

Overview

"Students, investors and entrants to the business will find Mutual Funds: An Introduction to be a lively, practical and highly informative overview of one of the world's most important financial products. One could not ask for a better guide to the world of mutual funds than Mark Mobius, truly a legendary figure in global asset management."
Paul Schott Stevens, President, Investment Company Institute

"In this Masterclass work, Mark Mobius, well-known as one of the world’s ...

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Overview

"Students, investors and entrants to the business will find Mutual Funds: An Introduction to be a lively, practical and highly informative overview of one of the world's most important financial products. One could not ask for a better guide to the world of mutual funds than Mark Mobius, truly a legendary figure in global asset management."
Paul Schott Stevens, President, Investment Company Institute

"In this Masterclass work, Mark Mobius, well-known as one of the world’s master investors, provides us with a lively and comprehensive understanding of mutual funds…By adding material from different real world examples, the introductory content comes alive and provides a current and valuable view on the subject of mutual funds and the mutual fund industry.  This book can be highly valuable for investors, brokers and students who would like to ensure that they have a thorough understanding of both the relevant core concepts and a useful sector history."
Mark Daniell, Chairman, Cuscaden Group Pte Ltd.; Vice-Chairman, Aquarius Investment Advisors Pte Ltd.;Director Emeritus, Bain & Company

"This book, by one of the most successful and experienced fund managers in the world, is a highly practical and interesting introduction to the subject of mutual funds. It will be very useful in investment and fund management courses at the undergraduate and MBA levels. Those who are investing their own money or who have responsibility for overseeing the investment of funds in various types of organisations will also find this book useful in arming them with the basic knowledge necessary to engage in more informed discussions with their fund managers."
Associate Professor Mak Yuen Teen, Director, Corporate Governance and Financial Reporting Centre, NUS Business School, National University of Singapore

"Everything one needs to know about mutual funds (unit trusts) is contained in this comprehensive book by Mark Mobius. It is easy to read and clearly set out, with interesting sidebars and news clips as well as helpful summaries, review questions, and glossary….Anyone who reads this book would be well equipped not just to make informed investment decisions for themselves, but also to become a professional fund manager able to craft cross-border and multi-asset investment strategies for clients."
Jeremy Bolland, Author of  Writing Securities Research – A Best Practice Guide

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Product Details

  • ISBN-13: 9780470821435
  • Publisher: Wiley
  • Publication date: 3/16/2007
  • Edition number: 1
  • Pages: 250
  • Product dimensions: 7.36 (w) x 10.28 (h) x 0.82 (d)

Meet the Author

Mark Mobius, Ph.D., managing director, joined Templeton in 1987 as president of the Templeton Emerging Markets Fund, Inc. He currently directs the analysts based in Templeton’s 12 emerging markets offices and manages the emerging markets portfolios. Dr. Mobius has spent more than 30 years working in emerging markets all over the world.
Dr. Mobius earned his bachelors and masters degrees from Boston University and a Ph.D. in Economics and Political Science from the Massachusetts Institute of Technology. He is the author of the books Trading With China, The Investor’s Guide to Emerging Markets, Mobius on Emerging Markets and Passport to Profits.
Dr. Mobius has received the following awards: Emerging Markets Equity Manager of the Year 2001 by International Money Marketing, Top Ten Money Managers of the 20th Century in a survey by the Carson Group in 1999, Number One Global Emerging Market Fund in the 1998 Reuters Survey, 1994 First in Business Money Manager of the Year by CNBC, Closed-End Fund Manager of the Year in 1993 by Morningstar, and Investment Trust Manager of the Year 1992 by Sunday Telegraph. He was named in 2006 by Asiamoney magazine as one of Top 100 Most Powerful and Influential People. Asiamoney said: “Boasts one of the highest profiles of any investor in the region and is regarded by many in the financial industry as one of the most successful emerging markets investors over the last 20 years. Despite tough times during the financial crisis nine years ago, he still commands a strong following in the investment world and is influencing the direction of billions of investment dollars”. He was appointed Joint Chairman of the Global Corporate Governance Forum Investor Responsibility Taskforce of the World Bank and Organization for Economic Cooperation and Development.

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Table of Contents

Acknowledgments.

1. An Introduction to Mutual Funds.

2. Types of Mutual Funds.

3. Making Sense of Mutual Fund Documents.

4. Analyzing Performance.

5. Mutual Fund Costs.

6. Buying and Selling Mutual Fund Shares.

7. Building Mutual Fund Portfolios.

8. The Mutual Fund Industry: Trends and Growth Drivers.

Glossary.

Bibliography.

Index.

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