A regular client calls to express frustration, noting that their large-cap mutual fund’s NAV seems to have barely moved over three years, while the headline index appears to have climbed significantly higher. You realize...
Consider a situation where a client approaches you with a printed performance sheet for an older equity fund, expressing confusion because the scheme’s long-term returns seem to deviate sharply from the market index they...
Consider a client who reviews their equity fund statement and complains that the scheme’s actual returns seem lower than the Price Return Index (PRI) figures they read about in the newspaper. As a distributor, your...
Picture a client sitting in your office, pointing at a glossy marketing brochure that highlights a scheme’s recent 20 percent return. Your task as an MFD is to look past that marketing noise and open the Scheme...
Consider a client who walks into your office with a portfolio statement, pointing to a five-year equity fund chart and asking why your recommended scheme seems to be lagging behind the benchmark index reported in the...