Investment Funds

Investment Fund is a form of

• Collective investment

• Cooperative investment

• Call option investment

• Currency investment

A type of investment fund

• Mutual Fund

• Stocks

• Bonds

• Real Estate

The market value of a Mutual Fund less liabilities divided by the number of total shares in a given day.

• Net account value

• Net asset value per share

• Net liabilities

• Net income

One advantage of Mutual fund

• Volatility

• High interest rate

• Debt option

• Affordability

Unit Investment Trust Fund (UITF) is managed by a

• Broker

• Bank

• Stock Exchange

• Real Estate Company

A type of investable fund tradable in the stock exchange

• Proffered shares

• Exchange Traded Fund (ETF)

• Treasury Bills

• Bonds

A type of investment fund that is a corporation primarily invests in income generating real estate assets

• Mutual Fund (MF)

• Unit Investment Trust Fund (UITF)

• Real Estate Investment Trust (REIT)

• Exchange Traded Fund (ETF)

An investment fund objective that invests in safe but low yielding securities.

• To preserve capital

• To grow capital

• To diversify capital

• To generate income

investors of this fund become shareholders of the fund

• Savings Account

• Hedge Fund

• Mutual Fund

• Retirement Fund

Unit Investment Trust Fund (UITF) is regulated by the

• Philippine Stock Exchange (PSE)

• Bangko Sentral ng Pilipinas (BSP)

• Department of Finance (DF)

• Securities and Exchange Commission (SEC)