Income Funds

Income funds are set up so that when income is earned the fund manager will pay that income out to the investor in the form of a cash payment. Alternatively, the investor can choose to buy more units with that income.

Accumulation Funds

Accumulation funds automatically reinvests all income earned back into the fund. This is usually reflected in an increase in the price of the fund.

Performance

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Yield

Yield is an indication of the amount of income generated by a fund's investments in relation to the price.

Alpha

The alpha is a measure of the difference between a fund's actual return and its expected level of performance, given its level of risk (as measured by beta). A positive alpha indicates that a fund has performed better than expected based on its beta, whereas a negative alpha indicates poorer performance.

Beta

The beta is a measure of a stock's price volatility in relation to the rest of the market. In other words, how does the stock's price move relative to the overall market.

Sharpe

The Sharpe Ratio is a risk-adjusted measure used to determine reward per unit of risk. The higher the Sharpe ratio, the better the fund's historical risk-adjusted performance.