I-Mutual Fund Isishwankathelo seProspectus

I-Mutual Fund Isishwankathelo Iprospectus Inkcazo kunye nokuSebenza

Ngaba uye wafunda i- prospectus fund ? Isishwankathelo sefesifisi yintoni igama elibhekiselele - intsingiselo efingqiweyo ye-prospectus epheleleyo. Ukuba ufunde i-prospectus, uya kuba ngumncinci wabasomali abanokuthi bathethe nantoni na kwaye isetyenziselwa ntoni. Enyanisweni, abanye abafunde i-prospectus basenokuthi injongo yabo engcono kukuba uncedo lokulala. Kwaye usebenza ngolo hlobo!

Ngethamsanqa, kuba abo batyali-mali abafuna ukuhlalutya i-fund kunye kunye noxanduva phambi kokuthenga amashishini, kunokufunda okulula, okubizwa ngokuba yi-prospectus prospectus.

Isishwankathelo seProspectus Inkcazo

Akufanele idideke kunye neprojekthi yefayili okanye i-prospectus yesikhokelo, isithuba sishwankathelo sinikeza uphuculo ngaphezu kwexesha elipheleleyo le-fundus ye-fundus ehlala idideka kwaye idideke ngokusemthethweni. Imithetho yesigxina yesimfashini yanamhlanje iphumelele ngoFebruwari 28, 2009, kwaye zonke iimali ezihlangeneyo zilandele le migaqo equlathekileyo ukususela ngoJanuwari 1, 2010.

Ekubeni i-prospectus epheleleyo ayilula ukuyiqonda kumtyalo-zimali wansuku zonke, imithetho yemigqaliselo ye-summary ifuna ukuba iinkampani zentsebenziswano zenkxaso-mali zibonelele nge-sishwankathelo esifutshane (ngokubanzi ngamaphepha amathathu ukuya kwezine) - kwisiNgesi esilula-ngolwazi oluphambili oluya kuvumela abatyali-mali ukuba benze izigqibo zokutshala ngolwazi malunga neengxowa-mali ezihambelana nazo.

I-SEC iphinde yamukele umgaqo ovumela i-prospectus prospectus ukuba iyanelise iimfuneko zokuhambisa i-prospus ngexesha nje i-prospectus yefesifus, i-prospectus epheleleyo, kunye nolunye ulwazi olufunekayo lufumaneka kwi-intanethi.

Ngenxa yesi sizathu, awuboni kwakhona iincwadana ezincinci zamaphetshana (kuba nguwe otyalo-mali ngaphezu kweminyaka eyi-10 enokuthi ukhumbule i-prospectus endala).

Yintoni kwi-Sumual Fund Summary Prospectus?

Isifomasifasifusifasta kufuneka iqulethe izinto ezilandelayo kumyalelo ochanekileyo kwaye ayikwazi ukubandakanya ulwazi olongezelelweyo, okanye ukushiya ulwazi olufunekayo:

1. Iinjongo zotyalo-mali / iinjongo
2. Imirhubhe kunye neendleko zeendleko
3. Izicwangciso zokutyalomali eziphambili, ingozi enkulu kunye nentsebenzo yetafile
4. Ulwazi lo lawulo
5. Ukuthengwa kolwazi kunye nentengiso
6. Ulwazi lweRhafu
7. Ulwazi lweembuyekezo zokuhlawula ngemali

Ezinye iinkcukacha zoMthombo kwi-Mutual Fund Isishwankathelo seProspectus

Ukufuna ukuba iinkampani zenkampani zenkxaso-mali zinikeze isishwankathelo esincinci kwakuyinkqubo ebalulekileyo ekuguquleni ubunzima bokutshala imali kwiimali ezidibeneyo kwiifom elula, kufumaneka. Nangona kunjalo, abatyali-mali banokufumana ulwazi olusisiseko malunga neengxowa-mali, njengenjongo yokutshala imali, imirhumo, imvelaphi yomphathi kunye nokusebenza kwangaphambili, kwiiwebhusayithi ezenza yonke imisebenzi yasekhaya yabatyalomali kwaye zinike ngolwazi ngendlela eqondakalayo.

Ezinye zeewebhu eziphambili ukuphanda iimali zentengiso zibandakanya iMathambo, i-Lipper Leaders, i-Kiplinger Mutual Fund Finder, i-FundReveal, ne-MAXFunds. Isiza ngasinye sinokubonakala kwayo, ukuvakalelwa, kunye nokuzikhethela. Ngoko yinto efanelekileyo ukujonga nganye ukuba ubone ukuba yeyiphi indawo yophando ehambelana neemfuno zakho ezifanelekileyo.

Kwaye kubuyela kwinqophiso kunye nenjongo yokufunda i-prospectus prospectus, kulula kakhulu ukufunda ngaphandle kwepotusus epheleleyo; ngoko abatyali-mali batya ukuyifunda, ngaphezu kokuphanda kwiiwebhusayithi.

Xa usenza umsebenzi wesikolo sakho, uya kuba nethemba lokuba wenze ukhetho olungcono phambi kokuthenga imali.

Jonga kwakhona: I- Khomishishini kunye noTshintsho lweKhomishoni yokuSebenza kokugqibela kwiMigqaliselo yeProspectus