A unit trust fund is a professionally managed investment scheme that pools investors money for a specific goal as declared by the investment objective of the scheme. It aims to match selected performance benchmark through interest income, dividend income and capital appreciation in the medium to long term by investing in a broadly diversified portfolio of shares, bonds and other relevant financial instruments.
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Friday, August 20, 2010

Managing Risk

Managing risk is not only about reducing the risk from investments but matching your risk profile and time horizon to the type of investment portfolio that you will hold.  It would not make economic sense to have an investment portfolio of growth stocks which have higher degree of risk if your profile is that of a conservative investor or short time frame of investment.  It is also about protecting your investment capital and profits by reducing the potential for loss before it occurs.  

Risk cannot be eliminated completely  but can be controlled.  There are many options to manage your risk, from bonds to derivatives, but   assessing risk is not easy to as there are many different methods of evaluating risk.  The better option of managing risk, therefore, is to diversify your portfolio.  Diversification can be through many different classes of assets/investments.  The composition of your portfolio should reflect the level of risk that you are willing to take.  As your risk profile changes with time and growing needs, its important that you monitor your investment portfolio to reflect these changes.  Managing risk has to be dynamic. 

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