6HWWLQJWKH6RXQG(IIHFW
4PVOE
&õFDU | 6TFS WX |
#BMBODF - 3
"VUP7PMVNF0õ
5SV4VSSPVOE950õ
.PWF | $IBOHF0QUJPO | 0, 4FMFDU | &YJU &YJU.FOV |
&RVBMJ[FS
, , ,
7BMVF6Q%PXO .PWF$VSTPS #BDL 1SFWJPVT.FOV &YJU &YJU.FOV
<RXFDQVHOHFWWKHW\SHRIVSHFLDOVRXQGHIIHFWZKHQZDWFKLQJDEURDGFDVWLQJ
SURJUDPPH
6RXQG(IIHFWOHWV\RXHQMR\WKHEHVWVRXQGZLWKRXWDQ\VSHFLDODGMXVWPHQW
EHFDXVHWKH79VHWVWKHDSSURSULDWHVRXQGRSWLRQVEDVHGRQWKHSURJUDPPH
FRQWHQW
3UHVVWKH0(18EXWWRQ
6HOHFW6RXQGXVLQJWKHŸźEXWWRQDQGSUHVVWKH2.RUŹEXWWRQ
6HOHFWWKHUHTXLUHGVRXQGHIIHFWXVLQJWKHŻŹEXWWRQ
7KHIROORZLQJRSWLRQVDUHDYDLODEOH
8VHU
&XVWRPLVH\RXURZQVRXQGHIIHFWE\FKDQJLQJHTXDOL]HUVHWWLQJVDIWHU SUHVVLQJWKH2.EXWWRQ
)ODW
)ODWDQGSXUHVRXQG
6SHHFK
(PSKDVLVHVFOHDUGLDORJXH
0RYLH
(PSKDVLVHVEDVVWRQHV
0XVLF
(QKDQFHVPXVLFTXLOLW\
3UHVVWKH(;,7EXWWRQWRUHWXUQWR/LYH79RUSUHVVWKH%$&.EXWWRQWR
UHWXUQWRWKHSUHYLRXVPHQX
1RWH<RXFDQVHOHFWVRXQGHIIHFWE\VLPSO\SUHVVLQJWKH61'())(&7EXWWRQ RQWKHUHPRWHFRQWURO3UHVVDJDLQWRVZLWFK
$GMXVWLQJWKH6RXQG%DODQFH
4PVOE
&õFDU | 6TFS WX |
#BMBODF | -3 |
"VUP7PMVNF | 0õ |
5SV4VSSPVOE95 | 0õ |
.PWF 7BMVF6Q%PXO #BDL 1SFWJPVT.FOV &YJU &YJU.FOV
<RXFDQDGMXVWWKHRXWSXWRIWKHULJKWDQGOHIWVSHDNHUVWRREWDLQWKHEHVWVWHUHR
UHSURGXFWLRQIRU\RXUOLVWHQLQJSRVLWLRQ
3UHVVWKH0(18EXWWRQ
6HOHFW6RXQGXVLQJWKHŸźEXWWRQDQGSUHVVWKH2.RUŹEXWWRQ
6HOHFW%DODQFHXVLQJWKHŸźEXWWRQ
3UHVVWKHŻŹEXWWRQWRPDNHFKDQJHV
3UHVVWKH(;,7EXWWRQWRUHWXUQWR/LYH79RUSUHVVWKH%$&.EXWWRQWR
UHWXUQWRWKHSUHYLRXVPHQX