Learn About Investing
Explore the fundamentals of investing through clear, accessible content.
Neo Academy
Explore the World of Investing, Shape Your Future with Confidence
Get to know mutual funds, compare fund options, and find the tools that help you make decisions in line with your goals.
The Easy Way to Understand Investing
Neo Academy is a knowledge center where you can learn the basic concepts of mutual funds in plain language, review the different fund types, and find tools that support your investment decisions.
Get to Know the Funds
Learn about fund types, risk values, and investment strategies.
Support Your Decision
Weigh your options with our comparison and calculation tools.
Get to Know the Fund Types
Review fund categories designed for different expectations, time horizons, and risk preferences.
Money Market Funds
Invest in short-term, highly liquid money and capital market instruments.
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Debt Instruments Funds
Explore funds that invest in public and private sector debt instruments.
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Variable Funds
Asset allocation is not fixed; the fund invests in different asset classes according to market conditions.
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Equity Funds
At least 80% of the portfolio consists of shares. The price fluctuates more than that of other fund types.
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Precious Metals Funds
At least 80% of the portfolio consists of gold and other precious metals, and instruments based on them.
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Funds of Funds
Review options that bring different mutual funds together in a single portfolio.
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Get to Know Your Approach to Risk
The Risk Profile Questionnaire uses a few short questions to show which of the Neo Calm, Neo Balance, and Neo Dynamic profiles is closest to you; the result also includes that profile’s monthly fund allocation.
Fund Comparison
See the period return, risk value, and management fee of your chosen funds side by side.
Value Date Calculator
Calculate the value date for your fund transactions quickly and easily.
Fund Return Calculator
Calculate how an amount would have changed in your chosen fund over a past period.
Frequently Asked Questions
A mutual fund is a portfolio formed with money collected from investors and managed by a portfolio management company. When you join the fund, you receive fund units that represent your share of this portfolio. The fund’s assets are separate from those of its founder.
1 indicates the lowest and 7 the highest volatility. The value is calculated from historical data and may change over time. Even the lowest value does not mean the fund is free of risk.
The value date is the date on which fund units are credited to your account for a purchase order, or the proceeds for a redemption order. It varies by the time of the order and by fund.
The prospectus is the official document that sets out the fund’s investment strategy, risks, and operating rules in detail. The Key Investor Information Document (KIID) is a short, comparable summary of the same information. Both are published on the Fund Legal Disclosures page.
You can track fund returns periodically through the Neo Academy tools, the fund comparison screen, and the fund returns page.
The management fee and other expenses borne by the fund are reflected in the unit price. Any entry or exit charges and performance fees are stated in the fund’s documents.
The return is the change in the unit price between two selected dates. The price is announced after the expenses borne by the fund have been deducted. For funds that distribute dividends, the amount distributed is added to this calculation separately. Withholding tax is not included in the calculation.