Deciphering Fund Fact SheetsIn this interactive 90 minute workshop you'll learn how to read and understand a fund fact sheet, such as those used for index funds and pensions. You'll learn:
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Watch the workshop!
The workshop was recorded live in October 2022. You can watch the recording by clicking on the video above! Want to watch future workshops live? Join our mailing list! |
Why learn to read a fact sheet?
Only invest in what you understand; it's one of the oldest sayings in investing. But to most people, a fund fact sheet is full of gibberish. A wall of text filled with jargon and numbers. But they contain information that you must know before investing your hard-earned money. They tell you how your investments and pensions are performing. If you don't know what you're investing in, you could choose a fund that is not adequately diversified and has exorbitant fees, leaving you potentially thousands of pounds worse off and jeopardising your financial future. Learning to read a fact sheet gives you the knowledge and confidence to understand what you're investing in and choose the right fund for you.
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For Alan and Katie's first investments they trusted a financial advisor without really knowing what they were doing and if they hadn't have found the financial independence world they would have been worth over £300,000 less now! Knowing this stuff is critical to your financial future.
Course description and content
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The subject:
Have you ever wondered what your hard-earned money is invested in? Ever wondered where your pension or ISA money is invested? Ever tried to read a fund fact sheet? Katie and Alan Donegan are going to take you through deciphering fund fact sheets so you can actually understand where your money is invested. |
We will cover:
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About Katie and Alan
Katie DoneganKatie is an Excel and data nerd. She LOVES numbers, maths and creating charts and graphs of financial data. Katie did a degree in stats, qualified as an actuary, and has spent the last few years helping people take control of their finances.
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Alan DoneganFund fact sheets can be incredibly confusing! Alan's superpower is taking the seemingly complex and making it simple and easy to understand. He is on a mission to help people take control of their financial lives and educate them so they can be confident in making their own investment decisions.
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Objectives and prerequisites
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Workshop Objective:
By the end of this workshop you will have the skills to read a fact sheet, understand the terms used in it, what the fund is invested in, the fees involved and ultimately decide if the fund is appropriate for you. If you want to get a head start then make sure you have watched the investing weeks of Rebel Finance School starting with Investing |
Course Prerequisites
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Joining Instructions
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This workshop was recorded live in October 2022.
You can watch the recording here. Want to watch future workshops live? That's the best way to attend as they are interactive. Join our mailing list to find out about future workshops. |
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Factsheets for the workshop
During the workshop we are going to be using lots of different examples. So, you can play along please download and save the following fact sheets.
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Example 1: Vanguard FTSE Global All Cap
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Example 2: Scottish Widows International Equity Tracker
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Example 3: Aviva mixed investment pension
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Example 4: Not needed as it is only on the slides on the night.
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Example 5: Aviva International Index Tracker
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