| »» PROFESSIONAL MANAGEMENT |
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Investors avail of the active professional fund management from full time investment experts. They are backed up by research teams focusing on seizing market opportunities. |
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| »» LIQUIDITY |
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Mutual fund shares are redeemable shares. The fund readily buys back shares to be redeemed based on the current NAVPS. Moreover, fund’s portfolio consists of liquid assets mostly marketable securities. |
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| »» TAX FREE |
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Earnings from mutual funds are excluded from items classified as taxable income. This is a provision of the Comprehensive Tax Reform Package (CTRP) of 1998. |
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| »» DIVERSIFICATION |
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The pooled fund enables it to spread it in various securities resulting to greater propensity to earn more and spreads the risks across the different securities. |
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| »» SAFETY |
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The industry is highly regulated by the Securities and Exchange Commission (SEC). Moreover, securities are kept with a custodian bank separate from the management company. The shareholder records are with the transfer agent. An external auditor oversees financial issues. |
