Abstract
The goal of this report is to begin a similar dialogue about best practices, only from the perspective of the mutual fund shareholder. (Although some of the questions in this report apply only to smaller, retail investors, other questions apply equally to retail and institutional owners. Therefore, this report should be interpreted as applying to all fund shareholders, not just individual investors.) Just as with stocks, some jurisdictions offer relatively friendly investment climates for mutual fund owners, and others less so. This report analyzes Australian mutual fund marketplaces, highlighting their strengths and weaknesses. The findings are summarized via a series of scores. These scores roll up into grades at the topic level, and then eventually into a single final grade for the country.
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