Mutual Funds: An Introduction to the Core Concepts - Hardcover

Mobius, Mark

3.56

9 ratings by Goodreads

9780470821435: Mutual Funds: An Introduction to the Core Concepts

Hardcover

ISBN 10: 0470821434 ISBN 13: 9780470821435

Publisher: Wiley, 2007

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Each book in the series cuts through the jargon and mystique of the financial markets to give the reader a clear picture of how and why these markets function as they do.

Key features include:

clear definitions of financial terms
worked examples of transactions and contracts
summaries and overviews
valuation techniques
quick Quiz questions to reinforce the learning experience
strip cartoons to explain complex trades
entertaining cartoons from Alex to lighten the load
war stories and anecdotes from Mark Mobius based on his remarkable experiences
other Resources section to guide the reader to other useful books, websites and reference material

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From the Back Cover:

"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

From the Inside Flap:

Mark Mobius is widely acknowledged as one of the world’s most astute investment professionals. His work as a leading emerging markets fund manager has earned him numerous accolades and global recognition.

In this introductory series, Dr. Mobius guides the novice investor through all aspects of mutual funds. Mutual Funds: An Introduction to the Core Concepts gives an in-depth understanding of mutual fund structure, the benefits of owning funds, how to build a portfolio of mutual funds and how to evaluate its performance.

Mutual Funds: An Introduction to the Core Concepts translates industry jargon into layman’s terms, exploring all important concepts to help even beginner investors make informed decisions about their investments.

Highlights of the book include detailed coverage of:

the history of mutual funds
different types of funds, including open and closed-end, equity, bond and money market funds
the structure of mutual funds
techniques for selecting the right types of funds
strategies for buying and selling funds
the latest industry trends and growth drivers
how to determine a fund’s risk and investment style
how to calculate return on investments
how to evaluate fund costs
how to interpret a fund prospectus, annual report and other documents
how to analyze mutual fund performance

This straightforward book offers a comprehensive, easy-to-follow guide that will give investors the confidence to build a portfolio and choose among the thousands of mutual fund offerings available in this rapidly growing industry.

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