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WorksheetsMutual Funds
Total questions: 15
Worksheet time: 5mins
These are professionally managed investment products that pool together the assets of various investors.
Mutual Funds
Stocks
Stocks Exchange
Bonds
The prices at which shares are bought by the investors is expressed as
Market Price per Share
Par Value Per Share
Book Value per Share
Net Assets Value per Share
Mutual Funds are regulated by
Central Bank of the Philippines (BSP)
Insurance Commission (IC)
Securities and Exchange Commission (SEC)
Bureau of Treasury (BoTR)
How do I earn from Stocks/ Bond Investments?
Price Appreciation
Dividends
Interest
All of the above
This is for investors who are looking for alternative investment options which could offer better returns than a bank savings account.
Money Market Funds
Bond Funds
Balanced Funds
Stock Funds
Which of the following asset allocation/ portfolio reflects that of the bond fund?
Mr. B just had his first born a week ago. As a responsible dad, he is looking towards investing for his son's education in 18 years, and considering a mix of growth and 'safe' funds. Looking at this time horizon, what is perfect for his investment plan?
Money Market Funds
Bond Funds
Balanced Funds
Stock Fundsj
Index funds though invested in the stocks are considered passively managed because they are merely invested in the stocks compromising the particular index that they are trying to mirror. Which of the following refers to investment to index funds?
The Fund takes part in the success stories of the industry captains and invests in the country’s largest conglomerates.
The Fund tracks the performance of the benchmark PSEi, mainly by investing in listed equities that are a part of the PSEi, in such proportion that the performance of the Fund will match that of the PSEi.
The Fund is designed to generate long-term capital appreciation by investing in high quality equities diversified across sectors.
The fund aims to generate long-term capital appreciation through investment in high-quality equity securities diversified across sectors and issue sizes to provide moderate portfolio volatility
It is a fee paid by an investor to the portfolio management company as compensation for managing funds on their behalf.
Redemption Fee
Management Fee
Administrative Fee
Operating Fee
it is a measure used in fundamental analysis to determine the volatility of an asset or portfolio in relation to the overall market.
Alpha
Beta
Sharpe
Price-Earnings Ratio
The higher the standard deviation of the investment, the better.
TRUE
FALSE
The art of selecting the right investment policy for individuals/ companies to minimize risk and maximize returns is called __.
Financial Management
Financial Planning
Portfolio Management
Portfolio Diversification
If investors believe that a company will grow in the coming years and the intrinsic value of a stock will go up, they will invest in such companies to build their corpus value.
Growth Investing
Value Investing
Intrinsic Investing
Index Investing
Over time, the average cost of your shares will usually be lower than the average price of those shares.
TRUE
FALSE
To meet the person's/ the company's goal, investment portfolio should be changed once in a while.
TRUE.
FALSE.
