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WorksheetsMarket Update & 2H19 Re-positioning Quiz
Total questions: 11
Worksheet time: 22mins
What's the outlook for 2H 2019?
Good
Bad
Volatile
Better Stay Away
What cycle are we in now?
Early Cycle
Mid Cycle
Late Cycle
Downturn
How can you adopt "Defend Your Capital" Strategy? (Multiple Choice)
Lumpsum Approach
Diversify Portfolio (Fixed Income & Equities)
Dollar Cost Average Approach
Focus on WPC PFC Focus Funds
Focus only on Fixed Income
What strategy should you consider to whether through global volatility? (Multiple Choice)
Bond Fund Strategy (TRBF 10)
Gold Strategy (eGIA)
Euro Equity Strategy (Euro ETF)
China Small Cap Strategy (Principal CDO)
US Market Strategy (RHB US Focus)
TRBF 10 Features (Multiple Choice)
3 Year Fixed Maturity Asian Bond Fund
Offer Period 45 days from IOP
Low entry fee up to 3%
Annual Management Fee 1%
Suitable for customer who seek regular income
Why did KLCI under-perform in 2018? (Multiple Choice)
US china trade Tension
Asia pacific bond Market Selloff
Poor corporate Earning
Policy certainty from new Government
China equities look attractive
Why does Malaysia Market look attractive now? (Multiple Choice)
HSBC & UBS Upgrade Malaysia Stocks
Government stepped in effort to stimulate economic growth
Malaysia most cheapest market in Asia Pacific
Government Reform Story
Malaysia Market is less effected with earning misses as it has already been priced in
Key Theme To Navigate Through A Volatile Market (Multiple Choice)
Multi assets with fixed income & dividend
Adopt asset allocation to weather volatility
Focus only on gold to ride volatitlity
Overweight on equities as priced are at an attractive valuation
What is the strategy for ASNBV fund if customer is Defensive & Conservative risk profile (Multiple Choice)
ASN Imbang 1
ASN Imbang 2
ASN Sara 1
ASN Sara 2
ASN Equity 5
What is the strategy for ASNBV fund if customer is Balanced, Mod Aggressive & Aggressive risk profile (Multiple Choice)
ASN
ASN Equity 2
ASN Equity 3
ASN Equity 5
ASN Imbang 2
How can RWS help you as a selling tool? (Multiple Choice)
Get customer in your portfolio current gain/loss?
Get alerts on customers birthday, AUM change, product maturity & etc. ?
Create a customer journey in achieving their financial goals?
Get an alert when customer reach their financial goal
