| Exam Name: | Investment Funds in Canada (IFC) Exam | ||
| Exam Code: | IFC Dumps | ||
| Vendor: | CSI | Certification: | Canadian Securities Course |
| Questions: | 486 Q&A's | Shared By: | cristian |
What is a general observation of the Canadian mutual fund industry's evolution?
Details of a client's investment portfolio appear in the following table:
Type of Funds
Amounts Invested ($)
Canadian equity growth fund
15,000
TSX equity index fund
25,000
Canadian resources fund
75,000
Canadian equity value fund
95,000
What is the primary risk of this investment portfolio?
At 4:00 p.m. Eastern Time on July 6, the following information is collected for the Marigold Canadian Dividend Fund:
What is the net asset value per unit NAVPU for the Marigold Canadian Dividend Fund for July 6?
One of your clients, Rakesh, had a portfolio composed of 60% ABC Equity Fund and 40% ABC Bond Fund. Since equities were performing much better than fixed income, he had increased his holdings in ABC Equity Fund to 70% and had reduced his holding in ABC Bond Fund to 30% of his portfolio.
After benefitting the growth in his ABC Equity Fund for over 2 years, Rakesh is uncomfortable with this heavy exposure to equity funds and decides to rebalance his portfolio back to 60% of ABC Equity Fund and 40% of ABC Bond Fund.
He instructs you to switch 10% of the portfolio from the ABC Equity Fund to the ABC Bond Fund.
Which of the following statements is CORRECT?