203636
Description
Mind Map by Paul Dawson, updated more than 1 year ago
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Created by Paul Dawson
over 10 years ago
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Capital growth portfolio
- APCIMS indices
- conservative
- income
- growth
- balanced
- conservative
- investment risks
- capital values and income could fall
- institution could default
- counterparty could default
- tenants could fail / property unoccupied
- currency movements could reduce returns
- inflation could erode returns
- valuations may become uncertain in difficult markets
- lock-ins could occur
- lock-ins could occur
- interest rates could rise
- interest rates could fall
- capital values and income could fall
- fund selection
- underlying investments
- diversification
- core-satellite
- core: index-tracking
- satellite: specialist
- core: index-tracking
- diversification
- fund management process
- CIP
- 'star' manager discretion
- CIP
- fund history
- past performance
- manager change
- sector change
- amalgamated funds
- past performance
- fund size
- small and nimble
- small and nimble
- volatility
- past performance
- Sharpe ratio
- tracking error
- information ratio
- past performance
- independent ratings
- charges
- ongoing charges
- total expense ratio (TER)
- ongoing charges
- underlying investments
- VCTs
- National Savings Certificates
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