HBTF always strives to assist customers in meeting their financial goals. Therefore, bank has designed and launched the HBTF Mutual Fund/ Jordanian securities Fund in October 2001. The following few paragraphs explain how mutual fund work and elaborate on how HBTF mutual funds can assist you in meeting your financial goals.
Mutual Fund definition: What is a mutual fund?
Mutual Fund benefits: How canyou share the profitsand risks of a mutual fund?
What aspects shouldyou consider in choosing a mutual fund?
Why should you consider investing in HBTF Mutual Fund/ Jordanian securities Fund?
What is a mutual fund?
A mutual fund is aninvestment vehicle that pools investments from different investors. The fund is held in a single portfolio under professional management known as Fund Manager who acts on behalf of all the shareholders or units holders in the fund.
How can you share the profitsand risk of a mutual fund?
A mutual fund is divided into units of equal values noting that investors’ contribution sums are divided by the unit price. Profits are distributed based on units owned. So you share the profits and risks based on your contribution in the mutual fund.
What factors should you consider when choosing a mutual fund?
There are several important factors that you should consider before investing in any mutual fund such as:
Financial goal or purpose of investing in the fund. The reason could be saving to cover a future need like a retirement plan, children’s education or others.
Time horizon of your investment.
Amount of initial investment, in addition to monthly installments.
Risk level you can tolerate.
Why should you consider investing in HBTF Mutual Fund? Fund managers at HBTF offer a broad range of mutual funds that are designed to cater for your different financial goals taking in consideration your risk preference. Below are some of the unique features of HBTF mutual funds:
Diversifying risk through combining different financial instruments in one portfolio. The resulting portfolio will have a lower risk levelcompared to a single security.
A team of well-experienced professionals capable of managing your investments.
Enable you to focus on your own business and other priorities without the need to monitor your investments on daily basis.
HBTF Mutual Fund/Jordanian Securities Fund Contact Information :
