Podcast
Questions and Answers
What happens to mutual fund assets during periods of economic downturn?
What happens to mutual fund assets during periods of economic downturn?
- They become unstable but remain the same overall
- They increase rapidly
- They remain stable
- They decrease significantly (correct)
What do investors often do during periods of uncertainty and declining security prices?
What do investors often do during periods of uncertainty and declining security prices?
- Diversify their investments
- Sell their investments to avoid further losses (correct)
- Buy more investments
- Hold their investments
What has happened to the economy since the 2002 and 2008 crises?
What has happened to the economy since the 2002 and 2008 crises?
- It has rebounded (correct)
- It has remained stable
- It has declined further
- It has stagnated
What is a result of investors' returning confidence in the mutual fund industry?
What is a result of investors' returning confidence in the mutual fund industry?
What type of mutual fund was first established?
What type of mutual fund was first established?
How do investors buy and sell units of a closed-end mutual fund?
How do investors buy and sell units of a closed-end mutual fund?
What happens to the number of units in a closed-end mutual fund after the IPO?
What happens to the number of units in a closed-end mutual fund after the IPO?
Who is typically not involved in the buying and selling of units of a closed-end mutual fund?
Who is typically not involved in the buying and selling of units of a closed-end mutual fund?
Which sectors largely concentrate the Canadian market?
Which sectors largely concentrate the Canadian market?
What is the primary investment objective of international equity funds?
What is the primary investment objective of international equity funds?
How does the risk level of international equity funds compare to global equity funds?
How does the risk level of international equity funds compare to global equity funds?
Why are international equity funds more greatly impacted by currency, political, and economic risks?
Why are international equity funds more greatly impacted by currency, political, and economic risks?
What risks can be magnified for international equity funds investing in emerging and developing countries?
What risks can be magnified for international equity funds investing in emerging and developing countries?
In which regions do international equity funds primarily invest?
In which regions do international equity funds primarily invest?
What diversification benefit do global equity funds provide to Canadian investors?
What diversification benefit do global equity funds provide to Canadian investors?
Why are international equity funds considered higher risk investments?
Why are international equity funds considered higher risk investments?
What is the main purpose of an index fund?
What is the main purpose of an index fund?
In what mutual fund category would an index fund tracking the S&P/TSX Composite Index belong?
In what mutual fund category would an index fund tracking the S&P/TSX Composite Index belong?
What is the term used to describe the difference between an index fund's return and the specific market index's return?
What is the term used to describe the difference between an index fund's return and the specific market index's return?
Why does an index fund's return tend to lag that of the specific market index?
Why does an index fund's return tend to lag that of the specific market index?
What may prevent an index fund from reproducing the identical basket of securities as the market index?
What may prevent an index fund from reproducing the identical basket of securities as the market index?
How does the risk classification of an index fund depend on?
How does the risk classification of an index fund depend on?
What type of index fund attempts to match the performance of the DEX Universe Federal Bond Index?
What type of index fund attempts to match the performance of the DEX Universe Federal Bond Index?
Why is an index fund's return unlikely to perfectly match the specific market index's return?
Why is an index fund's return unlikely to perfectly match the specific market index's return?
What sets hedge funds apart from mutual funds in terms of manager evaluation?
What sets hedge funds apart from mutual funds in terms of manager evaluation?
Which type of investors are hedge funds typically available to?
Which type of investors are hedge funds typically available to?
What kind of fees do hedge funds charge beyond the management fee?
What kind of fees do hedge funds charge beyond the management fee?
Which type of funds have the objective of generating positive returns in all market conditions?
Which type of funds have the objective of generating positive returns in all market conditions?
What allows hedge funds to achieve high returns through amplified gains?
What allows hedge funds to achieve high returns through amplified gains?
What is a characteristic that differentiates hedge funds from mutual funds in terms of investment mandates?
What is a characteristic that differentiates hedge funds from mutual funds in terms of investment mandates?
Which type of investors benefit from economies of scale due to high minimum investment requirements?
Which type of investors benefit from economies of scale due to high minimum investment requirements?
How do hedge funds differ from mutual funds in terms of filing requirements?
How do hedge funds differ from mutual funds in terms of filing requirements?
What is the primary reason for a portfolio manager to perform tactical asset allocation?
What is the primary reason for a portfolio manager to perform tactical asset allocation?
In balanced funds, what is the usual strategy regarding tactical asset allocation?
In balanced funds, what is the usual strategy regarding tactical asset allocation?
What type of income is usually generated by Balanced Funds?
What type of income is usually generated by Balanced Funds?
How does the risk classification of Tactical Asset Allocation Funds generally compare to Balanced Funds?
How does the risk classification of Tactical Asset Allocation Funds generally compare to Balanced Funds?
What gives the portfolio manager of tactical asset allocation funds more flexibility compared to balanced funds?
What gives the portfolio manager of tactical asset allocation funds more flexibility compared to balanced funds?
What distinguishes tactical asset allocation funds from balanced funds in terms of their ability to adjust to market conditions?
What distinguishes tactical asset allocation funds from balanced funds in terms of their ability to adjust to market conditions?
What is the main purpose of rebalancing the assets in a mutual fund to its strategic allocation?
What is the main purpose of rebalancing the assets in a mutual fund to its strategic allocation?
What characteristic distinguishes tactical asset allocation funds' investment objective from balanced funds?
What characteristic distinguishes tactical asset allocation funds' investment objective from balanced funds?
