Level 4 - Mutual Fund Investing Masterclass

Level 4 - Mutual Fund Investing Masterclass free download

Learn about debt funds - portfolio, returns, risks, types, attributes, ratings, durations & categorisations

This course is designed for a global audience and not to any particular domestic market. The concepts you will learn here are universal in nature and can be applied to any market in the world.

The Mutual Fund Investing Masterclass Program is a program that aims to help you achieve your financial goals in life.

The primary objective of the Level 4 - Mutual Fund Investing Masterclass is to give you a deeper understanding of debt mutual funds.

So, by the time you are done with this course, you will have a far better understanding of debt mutual funds compared to the average mutual fund investor.

Following are the topics covered in this course :

Understanding Debt Investments:

• Bond Investment

• The Price of a Bond

• Bond Prices Vs Interest Rates

• Bond Maturity Duration

• Bond Yields

• Bond Prices Vs Inflation

• Floating Rate Bonds

• Bonds Vs Stocks

• Income from Bonds

• Capital Gains from Bonds

Bond Risks

• Default Risk

• Credit Risk

• Re-Investment Risk

• Counterparty Risk

• Liquidity Risk

• Interest Rate Risk

• Duration Risk

• Domestic & Global Market Risk

• Issuer Risk

• Credit Downgrade Risk

• Sectoral Risk

• Call Risk

Dissecting the Debt Market

• Bonds Categorisation by Duration

• Bonds Categorisation by Credit Rating

• Bonds Categorisation by Type

• Bonds Categorisation by Sectors

• Bonds Categorisation by Issuers

• Bonds Categorisation by Market

• Practical Example

Bond Durations

• Overnight

• Liquid

• Ultra Short

• Low Duration

• Money Market

• Short Term Debt

• Medium Term

• Medium to Long Term

• Long Term

• Bills Vs Notes Vs Bonds

• Practical Example

Bond Ratings

• AAA Rated Bonds

• AA+ Rated Bonds

• AA Rated Bonds

• AA- Rated Bonds

• A+ Rated Bonds

• A Rated Bonds

• A- Rated Bonds

• BBB+ Rated Bonds

• BBB Rated Bonds

• BBB- Rated Bonds

• Practical Example

Debt Fund Examples

• Overnight Fund

• Liquid Fund

• Ultra Short Term Fund

• Low Duration Fund

• Money Market Fund

• Short Term Debt Fund

• Medium Term Bond Fund

• Medium to Long Term Bond Fund

• Long Term Bond Fund

• Corporate Bond Fund

• Sectoral Bond Fund

• Credit Risk Bond Fund

• Gilt Fund

• Constant Duration Gilt Fund

• Floating Rate Fund

• Dynamic Bond Fund

• Bond ETFs

• Emerging Markets Corporate Debt Fund

• High Yield Bond Fund

• Municipal Bond Fund

• Inflation Linked Bond Fund

• World Bond Fund

Bond Types

• Corporate Bonds

• Government Bonds

• Municipal Bonds

• War Bonds

• Inflation Bonds

• Zero Coupon Bonds

• Deferred Coupon Bonds

• Perpetual Bonds

• Bearer Bonds

• Floating Bonds

• Serial Bonds

• Subordinated Bonds

• Climate Bonds

• Convertible Bonds

• High Yield Bonds

• Callable Bonds

• Putable Bonds

Action Steps

• Investing in Bond Funds

Standard Disclaimer : The material presented here is for educational purposes only. Please do your own proper due diligence. There are risks involved in markets and mutual funds. Returns are never guaranteed. The concepts discussed in this course are applicable to any mutual fund industry in the world. However, the terminology may differ for different countries or markets. No representation or warranty is made as to the accuracy, completeness or fairness of the information and opinions contained herein. This course does not endorse any fund house or any mutual fund scheme. We are not registered investment advisors with any regulator or institution in the world. We do not provide any buy/sell recommendations. We do not provide any investment tips or trading tips. We do not provide investment advice. All of our content here is for educational purposes only. Please do your own due diligence before making any financial decision.