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Global funds and currency hedging
A global mutual fund can expose investors to both asset returns and exchange rate movements. The currency used to quote a share class does not, by...
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Mutual Funds Investment Guide
Understand how mutual funds work, compare their costs and risks, and build a disciplined investment process. Follow eight stages from pooled ownership to portfolio construction and ongoing research.
Start with What you own when you buy a mutual fund, then follow the next lesson links. Explore 32 lessons with worked examples, exercises and further reading.
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Currency risk · All lessons
Understanding Fund Risks
Investigate concentration, credit, currencies, liquidity and complex strategies.