Wafa Gestion helps you understand financial terms in a simple way.
Why Choose a Mutual Fund to Invest Your Savings?
Mutual funds offer accessibility, diversification, cost optimization, professional management, and international exposure.
Which mutual fund should you choose when you're just starting out?
Answer these four questions to discover your investor profile and identify the mutual fund that best suits your needs.
Multi-asset mutual fund : whare are the benefits ?
A diversified mutual fund offers exposure to the fixed income and the stock markets ; a portfolio of financial instruments that perform differently, helping to minimize the overall risk of loss.
What is a gold-indexed mutual fund?
Discover a way to benefit from gold's performance without having to physically own it.
Unit-linked life insurance
A long-term savings product that, among other things, allows you to take advantage of the potential returns of the financial markets and an attractive tax benefit over time.
Sharpe Ratio: How Can It Be Useful?
A financial ratio used to compare mutual funds in terms of ability to generate returns relative to the risk taken.
What is a tracking error?
Learn about this metric that measures the consistent performance gap between a fund and its benchmark and helps you better understand the fund's investment style.
The 70/20/10 rule
Have you heard of the 70/20/10 Method? This simple rule for managing your monthly budget involves dividing your income into three parts: 70% for everyday expenses, 20% for leisure, and 10% for savings.
How often should you invest your savings?
Why not try setting up an automated savings plan? Discover a way to gradually grow your money over the long term, without having to think about it or make a conscious effort to save.
Volatility
Learn about this metric used to assess the risk of fluctuations in an investment.
Gross Annual Rate of Return
A ratio that allows for a more detailed assessment of performance.
Why is it important to diversify your investments?
Are you familiar with the expression “don't put all your eggs in one basket”? Discover the benefits of diversification.
ESG: Common Misconceptions
An “ESG” investment incorporates environmental, social, and governance criteria into the companies' analysis in order to screen them. But does this investment style undermine or, on the contrary, enhance performance?
