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LCO Quiz Whizz Ep.4

Total questions: 10

Worksheet time: 5mins

Name
Class
Date
1.

Which of these is not an investment proposition for our elite funds?

a)

Stewardship

b)

Long-Term

c)

Stability

d)

Global Expertise

2.

AIA Investment Stewardship incorporates both Growth and Value style of investing. Which of these is not a description for Growth style investing?

a)

Companies are expected to grow faster (outperform market)

b)

Usually riskier - Offer higher upside potential and therefore are inherently riskier

c)

Less "expensive" - Stock prices are low relative to their sales or profits

d)

Usually found in small, mid and large-cap sectors

3.

Which of these is not a fund in our elite portfolio?

a)

AIA Global Select Growth

b)

AIA New Multinationals

c)

AIA Global Select Equity

d)

AIA Global Multi-Factor Equity

4.

Which of these best describes the Investment Objective of the Elite Adventurous Fund?

a)

The fund seeks long-term returns with higher risks by investing in mostly equities and a small proportion of fixed-income securities.

b)

The fund seeks long-term returns with higher risks by investing in an equal proportion of equities and fixed-income securities.

c)

The fund seeks long-term returns with higher risks by investing in mostly fixed-income securities and a small proportion of equities.

d)

The fund seeks long-term returns and minimises short-term capital risks by investing in a portfolio of equities and fixed income.

5.

For the Elite Adventurous Fund, which equity sector currently has the most allocation?

a)

Financials

b)

Energy

c)

Information Technology

d)

Health Care

6.

Which of these is a key factor for Baillie Gifford in the AIA Global Quality Growth fund?

a)

Good stewardship - Add value to society and stakeholders

b)

Good short-term growth - Add higher returns to the portfolio

c)

Good diversification - Reduces the portfolio's risk

d)

Good size - Companies that are usually larger and more well-established

7.

Which of these is not a description for Wellington Management's AIA New Multinationals fund?

a)

Liquid, large-cap global companies

b)

Core strategy with a moderate tilt towards value style

c)

Concentrated portfolio of 35-45 holdings

d)

Generally invest in Emerging Markets

8.

Which of these is not a description of Capital Group’s AIA Global Select Equity fund?

a)

Long-term growth of capital

b)

Flexible, core strategy investing across a spectrum of multinational companies

c)

Identifying long-term opportunities arising from secular shifts in the global economy

d)

Backing exceptional growth companies that help the world to thrive

9.

BlackRock’s AIA Global Multi-Factor Equity fund invests in...

a)

Investment-Grade bonds in USD

b)

ETFs with good factors

c)

Companies with good factors

d)

Commodities that are underpriced

10.

The AIA Diversified Fixed Income fund primarily invests in Investment-Grade bonds and these bonds are rated...

a)

BB and above

b)

BBB and above

c)

A and above

d)

AA and above