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FACTSET
December 2012FACTSHEET
31st December 2012PORTFOLIOFUND STYLEInvestment StyleCompany Name
Value
Blend
Growth
LargeMidSmallMarket Cap
TYPE OF SCHEME / INVESTMENT OBJECTIVE
An Open ended Growth
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How to fill out fund style
How to Fill Out Fund Style:
01
Begin by understanding the purpose and goals of the fund. Determine whether it is focused on growth, income, or a combination of both. This will help guide your investment decisions and allocation of assets.
02
Research and evaluate various investment options that align with the fund's style. Look for securities and assets that have historically performed well within the chosen style. Consider factors such as risk tolerance, diversification, and liquidity.
03
Develop an investment strategy that reflects the fund's style. This may involve selecting specific sectors, industries, or geographic regions that are expected to perform well within the chosen style. It may also include considering factors like market capitalization and investment style (e.g., value, growth, or blend).
04
Establish realistic investment objectives and time horizons for the fund. This will help you set appropriate return expectations and determine the level of risk that is acceptable for the fund.
05
Monitor and regularly review the fund's performance and make adjustments as necessary. Investing in fund style is an ongoing process, and it requires staying informed about market trends, economic indicators, and any changes in investment strategies or objectives.
Who Needs Fund Style:
01
Investors who have a specific investment objective and want to align their portfolio with a particular investment style may find fund style useful. It allows them to invest in assets that have historically performed well within the chosen style.
02
Investors who prefer a more structured and disciplined approach to investing may also benefit from fund style. It provides a framework for selecting and managing investments based on the desired style, which can give investors a sense of control and confidence in their decisions.
03
Financial advisors and wealth managers may utilize fund style to meet the specific needs and preferences of their clients. It helps them tailor investment strategies and portfolios based on the client's goals, risk tolerance, and investment style preferences. Fund style can be a valuable tool for diversifying client portfolios and managing risk effectively.
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What is fund style?
Fund style refers to the investment strategy or approach followed by a particular mutual fund, including its asset allocation, risk level, and investment objectives.
Who is required to file fund style?
Mutual fund companies and managers are required to disclose their fund style to potential investors and regulatory authorities.
How to fill out fund style?
Fund style is typically filled out on regulatory forms or marketing materials, detailing the fund's investment focus, risk tolerance, and performance objectives.
What is the purpose of fund style?
The purpose of fund style is to provide investors with information about how a particular mutual fund is managed and what types of investments it holds.
What information must be reported on fund style?
Fund style reports typically include information on asset allocation, sector exposure, risk level, and performance benchmarks.
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