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WorksheetsBuilding Wealth
Total questions: 10
Worksheet time: 5mins
Money from hundreds individual investors are pooled together to buy a large number of different assets.
Bonds
Share
Unit trust funds
* Similar to Unit Trust, but invest in property & real estate
* Receive dividends
Property
REIT
* a.k.a equities or stocks (represent ownership in company)
* Receive dividend on maturity
* Have potential to generate high returns
Shares
Bonds
* Most common form of investment
* Very secure
* Provide very little income
Saving account
ASB
Cash and fixed interest investment
* Long-term investment ( > 1 year )
* Receive steady income stream through interest payment
Bonds
Forex
Shares
Unit trust
* Increase in capital value over time
* Earn rental income from tenants
REIT
Property
Define “Don’t put all your financial eggs into one basket”.
To make fried rice
Put your money in different types of investment
High risk, high return
Put all your money into one type of investment
THE SAVING HABIT: Save at least 10% of salary.
CORRECT
WRONG
FINANCIAL SCAMS: Promise high return (20% - 30%) with little or no risk.
TRUE
FALSE
Invest in stock market : High risk, high return. Why invest in stock consider high risk?
because it is suitable for medium-term investment
because it provides high income
because share price move up & down due to many factors
