Investment

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INVESTMENT ENG - final (2)

Hedge Funds(Xedj fond) Mutual Funds(o’zaro fond)

Unit investment trust
Closed end fund
1. It is an unmanaged investment fund.	1. It is a managed investment fund.
2. Its portfolios are fixed and do not change due to asset change.	2. The composition of its portfolio may change as deemed fit by its managers.

34.

What are some differences between hedge funds and mutual funds?
Following are the differences between hedge funds and mutual funds:

Hedge Funds(Xedj fond)	Mutual Funds(o’zaro fond)
1. Being part of the private partnership, they have much less regulation.	1. They are under strict regulation and supervision of SEBI.
2. Typically they are open to very wealthy or institutional investors.	2.They are open to small investors too.
3. They permit investors to take many risks.	3. They do not permit taking many risks.
4. They charge higher fees and provide less transparency to investors.	4. They charge lower fees and provide transparency to investors.

35.

Would you expect a typical open-end fixed-income mutual fund to have higher or lower operating expenses than a fixed-income unit investment trust? Why?
An open-end fund will have higher fees since they are actively marketing and managing their investor base. On the other hand, a unit investment trust need not spend too much time on such matters since investors find each other.

Ochiq fond fondi yuqori to'lovlarga ega bo'ladi, chunki ular o'zlarining investor bazasini faol ravishda marketing va boshqarishadi. Boshqa tomondan, investitsion trest bunday masalalarga ko'p vaqt sarflashi shart emas, chunki investorlar bir-birlarini topadilar.

36.

Balanced funds and asset allocation funds invest in both the stock and bond markets. What is the difference between these types of funds?

It is true that balanced funds and asset allocation funds are similar in a way that they hold both stocks and bonds.

There are however a few differences between balanced and asset allocation funds. For example unlike balance fund, the asset allocation fund may dramatically vary the proportion allocated to each market based on the prediction of its portfolio manager. Also while the balanced funds are designed to be low risk the asset allocation funds are not designed to be low risk.

To'g'ri, balanslangan fondlar va aktivlarni taqsimlash fondlari aktsiyalarni ham, obligatsiyalarni ham o'z ichiga oladi.

Biroq, balanslangan va aktivlarni taqsimlash fondlari o'rtasida bir nechta farqlar mavjud. Masalan, balans fondidan farqli o'laroq, aktivlarni taqsimlash fondi o'z portfel menejerining bashorati asosida har bir bozorga ajratilgan nisbatni keskin o'zgartirishi mumkin. Shuningdek, balanslangan mablag'lar past riskli bo'lishi uchun mo'ljallangan bo'lsa-da, aktivlarni taqsimlash fondlari past xavf uchun mo'ljallangan emas.

37.

What are the advantages and disadvantages of exchange-traded funds versus mutual funds?

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