Unit Trust Course

A victim of low interest rates for your savings. Within 2 days we will introduce you to the world of Unit Trusts and help you determine which funds suits you the best based on your financial needs.

Define Mutual Funds ( Unit Trusts )
Explain the Sri Lankan context in terms of Unit Trusts
Explain who could invest in a Unit Trust in Sri Lanka
Advantages and Disadvantages of Mutual Funds
Main Types of Mutual Funds
Calculation of the Net Asset Value (NAV) of a Mutual Fund
Organizational Structure of a Mutual Fund
Primary Classes of Mutual Funds
Other Classes of Mutual Funds
Calculation of Returns from Mutual Funds
Costs involved in Investing in Mutual Funds
Procedure of Purchasing Units in a Mutual Funds
Analysis of the Fund Managers Report
Understand Explanatory Memorandums
Industry Analysis