Friday, October 16, 2009

Six types of funds


Equity
differentiated by its market cap
- large cap > rm3 bil
- Min cap rm750 mil > x > rm3 bil
- small cap < rm750 mil
sty;es
-income: stocks that have income and value in nature
-growth: stocks that have a strong capital growth potential
-blend: mixed of income and growth
Bond
- give fixed return at agreed time frame
Index
- focuses on total return
Mixed Asset
- partial growth and partial income elements
Money Market fund
- not affected by economic downturns.
REITS
- funds that invest in properties

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