Description
Topic one
All major mutual fund companies now offer a variety of internationally diversified mutual funds. The degree of international composition across funds, however, differs significantly. Use the Web sites listed below, and others of interest, to do the following:
- Distinguish between international funds, global funds, worldwide funds, and overseas funds
- Determine how international funds have been performing, in U.S. dollar terms, relative to mutual funds offering purely domestic portfolios
Fidelity www.fidelity.com
T. Rowe Price www.troweprice.com
Merrill Lynch www.ml.com
Kemper www.kempercorporation.com
Topic two
Recognize the process and techniques used to make international investment decisions.
CLO3. Recognize how international financial markets work.
CLO5: Support student learning through site visits to cultural and financial centres.
9.2 Action Required:
Click on the following link:
Bloomberg www.bloomberg.com/markets/stocks
Global Equities. Bloomberg provides extensive coverage of the worldwide equity markets 24 hours a day. Using the Bloomberg site listed here, note how different the performance indices are on the same equity markets at the same point in time all around the world.
9.3 Test your Knowledge (Question):
3. Using the Bloomberg site listed above, note how different the performance indices are on the same equity markets at the same point in time all around the world.
