In this episode, we are joined by Aaron, our Portfolio Analyst, to explain fund units and how they work.
We cover important topics like swing pricing and the effects of distributions, helping both new and experienced investors understand these concepts better. Tune in to learn how fund units work!
Specifically, we chat about:
- What are units in a fund, and how are they different from company shares?
- How is the unit price set, and why is end-of-day valuation important?
- Why does the unit price on the Kernel platform sometimes look outdated?
- How do distributions affect unit prices, and what does that mean for you?
- Should you wait for a lower unit price, or is dollar cost averaging a better approach?
- How does order timing relate to unit pricing in different time zones?
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Disclaimer:
Investing involves risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.
The information provided should not be relied upon as investment advice or recommendations and should not be considered specific legal, investment or tax advice.
Any information we provide is general only and current at the time of writing.
Kernel Wealth Limited is the manager and issuer of the Kernel KiwiSaver Plan and Kernel Funds scheme. The Product Disclosure Statements are available at www.kernelwealth.co.nz
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