Mutual Fund changed its name after 5 years due to tax-free facilities on the coupon and capital gains bonds applies only to the first 5 years after issuance. After 5 years, tax free facilities will be removed and taxed as usual. It did, causing the Investment Manager to move into the mutual fund investment portfolios sequel called "change its name. "
So actually the mutual fund has no maturity date, it's just created a mutual fund or any further change of name, because then investors still get tax-free facilities on the coupon and capital gains bonds. This causes only the type of fixed income funds were found for the case of change of name. Not a guarantee also that the fixed income funds that would have changed the name of mutual fund performance as before because it is not necessarily the same. The performance of mutual funds could be better or not depends on the instrument of choice and condition of the market price of these instruments are valid.
The latest regulations on taxation of mutual funds will gradually abolish tax-free facilities on a mutual fund with the following conditions: The imposition of a tax of 5% from year 2011 to 2013 and the tax rate of 15% in 2014. (For the record, the tax on bonds amounted to 15%, in contrast with deposits which amounted to 20%). With the promulgation of the rules above, it is predicted that by 2014 no longer existed a mutual fund that changed its name because of tax savings benefits are not obtained.
Meanwhile, for this type of protected funds, nor is there actually due. That there is a mutual fund be dissolved along with the maturity period of bonds contained in a mutual fund. For information, protected funds are mutual funds with a passive investment strategy. This means that mutual funds are not actively trading but buy and hold buy certain instruments are generally bonds. The bonds will be held until maturity. At the time of bond maturity, and all the payments given to the bondholders, then mutual funds are also dissolved.
The reason why there are so many series of protected funds (sometimes there was a series up to 30-40) is more to marketing reasons. For example the series 10-10 is protected funds which made the result of cooperation between the Investment Manager with Bank A, while the Series 11-20 is the result of cooperation with Bank B. In addition, giving the series also allows investors, such as series 11 1.5 years longer maturities, while series 12 maturity of 3 years. The series will continue to increase the number thus giving a new impression to investors, another alternative, the serial number starting from 1 but the name of the mutual fund terproteksinya changed. The contribution of these types of mutual funds against the total number of funds managed by the Investment Manager is still very dominant, but from the revenue side, the value is relatively small because these types of mutual funds charge a management fee, which is much smaller than other types of mutual funds.
Unlike mutual funds non-protected species that is not expected to change the name after the imposition of the tax code in 2014, still protected funds will still have the series different. So, hopefully this article useful to you.
The latest regulations on taxation of mutual funds will gradually abolish tax-free facilities on a mutual fund with the following conditions: The imposition of a tax of 5% from year 2011 to 2013 and the tax rate of 15% in 2014. (For the record, the tax on bonds amounted to 15%, in contrast with deposits which amounted to 20%). With the promulgation of the rules above, it is predicted that by 2014 no longer existed a mutual fund that changed its name because of tax savings benefits are not obtained.
Meanwhile, for this type of protected funds, nor is there actually due. That there is a mutual fund be dissolved along with the maturity period of bonds contained in a mutual fund. For information, protected funds are mutual funds with a passive investment strategy. This means that mutual funds are not actively trading but buy and hold buy certain instruments are generally bonds. The bonds will be held until maturity. At the time of bond maturity, and all the payments given to the bondholders, then mutual funds are also dissolved.
The reason why there are so many series of protected funds (sometimes there was a series up to 30-40) is more to marketing reasons. For example the series 10-10 is protected funds which made the result of cooperation between the Investment Manager with Bank A, while the Series 11-20 is the result of cooperation with Bank B. In addition, giving the series also allows investors, such as series 11 1.5 years longer maturities, while series 12 maturity of 3 years. The series will continue to increase the number thus giving a new impression to investors, another alternative, the serial number starting from 1 but the name of the mutual fund terproteksinya changed. The contribution of these types of mutual funds against the total number of funds managed by the Investment Manager is still very dominant, but from the revenue side, the value is relatively small because these types of mutual funds charge a management fee, which is much smaller than other types of mutual funds.
Unlike mutual funds non-protected species that is not expected to change the name after the imposition of the tax code in 2014, still protected funds will still have the series different. So, hopefully this article useful to you.
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