Reading Funds Fact Sheets
Learn more about how investment funds work
and make sense of fund factsheets.
Want to learn how investment funds work, the different types of funds out that and how to assess the pros and cons of each fund?
Join Dinah Poehlmann, Finance Coach and Founder of Your Finance Mind, and Karlo Biglang-awa from COL Financial, our guest speaker, as they walk you through:
- How to read and use a fund factsheet with ease
- A walkthrough of key sections like fund information, objectives, asset allocation, performance metrics, fees, and risk indicators
- Understanding dividend payout details for income-paying funds vs re-investment funds.
Join us as we demystify fund factsheets so that you'll know what to look out for to get the information that you need to make your funds decisions. Don’t miss out on this opportunity to gain valuable insights and become a better investor.
This is an interactive live session via Zoom so bring along all your questions about funds and funds factsheets and join us in this conversation.
Register now and save your spot. First-come-first-serve!
Friday, 25 April 2025
08:00 PM +08
Days
19
Hours
10
Minutes
00
Seconds
50
Guest Speaker
Karlo Biglang-awa
Head of Sales - Fund Source, COL Financial
Karlo has his background in financial service, financial planning and real estate.
In the course of his work, he has educated thousands of Filipinos through seminars, coaching, and personal finance content.
COL Financial is one of the leading stock brokerage firms in the Philippines.
Moderator
Dinah Poehlmann
Finance Mindset Coach, Your Finance Mind
Dinah has over a decade of experience in the banking industry.
She had the privilege of working with wealthy clients, assisting them to prepare their companies to be listed on the stock exchange, raising funds, and advising them on their investment portfolios.
Now, as a finance mindset coach, she helps clients understand their current financial situation, visualise their dreams, and put in the action to reach their financial goals.
UPCOMING YFM WEBINARS 2025
This is a series of free education webinars by Your Finance Mind. Save the dates and register to reserve your seat early!
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26 March 2025 (Wednesday), 08:00PM (Singapore Time)
Reading Funds Fact Sheets
25 April 2025 (Friday), 08:00PM (Singapore Time)
Making Sense of Crypto
17 May 2025 (Saturday), 10:00AM (Singapore Time)
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