Question
TRUE OR FALSE Q1. The maturity guarantees and reset options of segregated funds allow conservative investors to employ more aggressive asset allocations. _____ Q2. Insurance
TRUE OR FALSE Q1. The maturity guarantees and reset options of segregated funds allow conservative investors to employ more aggressive asset allocations. _____
Q2. Insurance companies can offer a maximum guarantee of 75% of the original value on their segregated funds, after the investor holds the fund for a minimum of 10 years. ________
Q3. Yuen Si purchased a segregated fund 3 years ago when he was legally insolvent. He did not have to file for bankruptcy until this year. The bankruptcy trustee cannot seize the segregated fund to pay creditors, as it was purchased more than one year ago. _________
Q4. Segregated funds are treated as trusts for tax purposes, allowing the flow-through of distributions, the same as mutual funds. Distributions decrease the NAVPS for both segregated funds and mutual funds. Acquisition, redemption and/or switching fees increase the adjusted cost base of both types of funds. _________
Q5. Some hedge funds are aggressive investments. _________
Q6. Hedge funds are better investment products than mutual funds because they offer incentive fees to portfolio managers.________
Q.7.Hedge fund managers are expected to earn positive returns even if the market goes down. _________
Q8. All hedge funds are risky because they invest only in derivatives. __________
Q9. Hedge funds can be purchased and sold at any time. _________
Q10. Hedge funds are tax-efficient investment products._________
Step by Step Solution
There are 3 Steps involved in it
Step: 1
Get Instant Access to Expert-Tailored Solutions
See step-by-step solutions with expert insights and AI powered tools for academic success
Step: 2
Step: 3
Ace Your Homework with AI
Get the answers you need in no time with our AI-driven, step-by-step assistance
Get Started