Exam Name: | Investment Funds in Canada (IFC) Exam | ||
Exam Code: | IFC Dumps | ||
Vendor: | CSI | Certification: | Canadian Investment Funds |
Questions: | 399 Q&A's | Shared By: | wesley |
Using historical market data, which investment strategy's purchasing power is least susceptible to inflation risk?
Based on return and performance, which fund should be recommended?
Fabiola is an optometrist and an incorporated professional. She has fallen behind schedule regarding saving for retirement. She is considering opening an Individual Pension Plan (IPP).
What provision might encourage her to use an IPP?
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?