FIRST QUIZZEM OF 2024!!!!!

How was the full year performance for both Global bonds and equities in 2023?

• Both achieved positive returns.

• Global equities ended with negative returns while global bonds ended with positive returns.

• Global equities ended with positive returns while global bonds ended with negative returns.

• Both ended with negative returns.

What is the United State’s Inflation Target?

• 1. 1.8%

• 1. 2.3%

• 2.0%

• 1. 3.0%

Answer explanation

What is the latest annual distribution rate for PRULink Dynamic Income Fund?

• 1. 5% p.a.

• 1. 5 cents

• 1. 0.5 cents

• 1. 5 dollars

Answer explanation

Email Header: Clarifications On The Revision In PRULink Dynamic Income Fund Distribution Rate

What do investors use beta for?

• 1. It is an indicator of how well a company is doing relative to its peers

• 1. It is to measure how much risk a stock adds to their portfolio

• It is used to measure the effect of inflation on a portfolio’s return

• 1. It is used to price risky securities and generate estimates of the expected returns of assets

If you have insider information that a particular stock will increase in price, what would you do?

• 1. Take a short position

• 1. Take a long position

Answer explanation

PRULink Global Episode Macro Fund.

One of the fund’s investment approaches is to take a long or short position, this is to generate returns irrespective of the market direction.

Most benchmark and major indices are derived from long-only exposure. True or False?

• 1. True

• 1. False

Answer explanation

How many sectors is the stock market made up of?

• 1. 9

• 1. 11

• 1. 12

• 1. 15

Answer explanation

Sector investing is an investment strategy where Investors focus on various sectors in order to take advantage of market trends and capitalise on growth opportunities. By concentrating on specific sectors, investors can achieve targeted exposure to the industries that have the most potential for growth.

Source: MSCI Inc. Definitions of Global Industry Classification Standard (GICS) Sectors as of 17 March 2023. 

Image from: https://www.msci.com/our-solutions/indexes/gics

What is the sequence of a business cycle?

• 1. Expansion

  2. Recession

  3. Slowdown

  4. Recovery

• 1. Expansion

  2. Slowdown

  3. Recovery

  4. Recession

• 1. Expansion

  2. Slowdown

  3. Recession

  4. Recovery

• 1. Expansion

  2. Recovery

  3. Slowdown

  4. Recession

Answer explanation

Google: Business Cycle

Image from: https://corporatefinanceinstitute.com/resources/economics/business-cycle/

When the business cycle is at its peak, which are the best two performing sectors?

• 1. Financials & Technology

• 1. Consumer Staples & Utilities

• 1. Consumer Discretionary & Real Estate

• 1. Healthcare & Consumer Staples

Answer explanation

Sector performances are closely aligned to the business cycles. So by understanding these, it allows us to engage in intelligent conversations with our clients, and for ourselves who want to get more into investments, we can better align our portfolios based on which phase of the business cycle we might be currently in.

How many new PRULink funds were there since 2023?

• 1. 6

• 1. 7

• 1. 9

• 1. 10

Answer explanation

1. 1. PRULINK GREATER CHINA FUND (USD)
   2. PRULINK GLOBAL EQUITY FUND (USD)
   3. PRULINK AMERICA FUND (USD)
   4. PRULINK US DIVIDEND WEALTH FUND (USD)
   5. PRULink Global Income Fund - UOB AM
   6. PRULink Global Growth Fund - UOB AM
   7. PRULink Global Episode Macro Fund - M&G Investment Management Limited
   8. PRULink Global Signature CIO Income Fund - Amundi Asset Management
   9. PRULink Global Signature CIO Balance Fund - Amundi Asset Management
   10. PRULink Global Signature CIO Growth Fund - Amundi Asset Management