Industry Analysis & Industry Trends
Open-ended investment companies (OEICs) and unit trusts are both a type of collective investment scheme that can constantly adjust investment strategy and fund size. Funds invest in a range of assets, including domestic and global equities, government and corporate bonds and other fixed income securities. OEICs are priced to reflect the net asset value (assets less liabilities) of their investments. While fund styles differ significantly to reflect different risk-return preferences, industry performance is nonetheless highly correlated with the performance of financial markets, particularly equity markets.
In the aftermath of the financial crisis, OEICs have performed relatively well as compared with their pooled investment peers... purchase to read more
Industry Report - Industry Products Chapter
The industry sells several styles of funds that cater to the different risk-return profiles and objectives of different investors. Funds are generally organised and sold to investors based on the underlying assets that form these funds. These can range from broad-ranging financial assets, which include equities, fixed income securities and money market securities, to the narrower sector delineation or style-based funds. Sector funds can range from utility funds to consumer goods funds. Style funds can encompass high-growth funds that invest in emerging countries' securities or balanced funds that may carry a bond component alongside an equity component. Prior to the financial crisis, equity funds were the most popular fund style. How.. purchase to read more