general-investing

How to read a fund fact sheet [video] - Rands and Sense by 10X

7 October 2024

Ok so you've invested, or you're looking to invest, but... how do you know whether a particular fund is for you? In this video, 10X Investments Portfolio Manager Bianca Philogene walks us through making sense of fund fact sheets. In summary:

  • Understand the risk profile and time horizon of the fund to know whether it might meet your investment objectives
  • Know what costs you are incurring, as your return is always net of costs
  • Look at how the fund has performed recently and over different lengths of time
  • Understand what assets the fund is invested in - e.g. equities, property, bonds, cash, etc.
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