Unit Trust Course

Course Content

• Define Mutual Funds ( Unit Trusts )
• Explain the Sri Lankan context in terms of Unit Trusts
• Explain who could invest in a Unit Trust in Sri Lanka
• Advantages and Disadvantages of Mutual Funds
• Main Types of Mutual Funds
• Calculation of the Net Asset Value (NAV) of a Mutual Fund
• Organizational Structure of a Mutual Fund
• Primary Classes of Mutual Funds
• Other Classes of Mutual Funds
• Calculation of Returns from Mutual Funds
• Costs involved in Investing in Mutual Funds
• Procedure of Purchasing Units in a Mutual Funds
• Analysis of the Fund Managers Report
• Understand Explanatory Memorandums
• Industry Analysis
  
   

Lecturer 

• Mrs. Vindhya Jayasekera
  CFM, FRM
  MSc Finance (Illinois) 
  BSc Eng Hons (Moratuwa)

Send Inquiry