WorksheetsLCO Quiz Whizz Ep.4
Total questions: 10
Worksheet time: 5mins
Which of these is not an investment proposition for our elite funds?
Stewardship
Long-Term
Stability
Global Expertise
AIA Investment Stewardship incorporates both Growth and Value style of investing. Which of these is not a description for Growth style investing?
Companies are expected to grow faster (outperform market)
Usually riskier - Offer higher upside potential and therefore are inherently riskier
Less "expensive" - Stock prices are low relative to their sales or profits
Usually found in small, mid and large-cap sectors
Which of these is not a fund in our elite portfolio?
AIA Global Select Growth
AIA New Multinationals
AIA Global Select Equity
AIA Global Multi-Factor Equity
Which of these best describes the Investment Objective of the Elite Adventurous Fund?
The fund seeks long-term returns with higher risks by investing in mostly equities and a small proportion of fixed-income securities.
The fund seeks long-term returns with higher risks by investing in an equal proportion of equities and fixed-income securities.
The fund seeks long-term returns with higher risks by investing in mostly fixed-income securities and a small proportion of equities.
The fund seeks long-term returns and minimises short-term capital risks by investing in a portfolio of equities and fixed income.
For the Elite Adventurous Fund, which equity sector currently has the most allocation?
Financials
Energy
Information Technology
Health Care
Which of these is a key factor for Baillie Gifford in the AIA Global Quality Growth fund?
Good stewardship - Add value to society and stakeholders
Good short-term growth - Add higher returns to the portfolio
Good diversification - Reduces the portfolio's risk
Good size - Companies that are usually larger and more well-established
Which of these is not a description for Wellington Management's AIA New Multinationals fund?
Liquid, large-cap global companies
Core strategy with a moderate tilt towards value style
Concentrated portfolio of 35-45 holdings
Generally invest in Emerging Markets
Which of these is not a description of Capital Group’s AIA Global Select Equity fund?
Long-term growth of capital
Flexible, core strategy investing across a spectrum of multinational companies
Identifying long-term opportunities arising from secular shifts in the global economy
Backing exceptional growth companies that help the world to thrive
BlackRock’s AIA Global Multi-Factor Equity fund invests in...
Investment-Grade bonds in USD
ETFs with good factors
Companies with good factors
Commodities that are underpriced
The AIA Diversified Fixed Income fund primarily invests in Investment-Grade bonds and these bonds are rated...
BB and above
BBB and above
A and above
AA and above
