Funds

Question 1

Name the four Non-Equity investment trusts

Answer 1

BH Macro, Capital Gearing Trust, 3i Infrastructure, Civitas Social Housing, Cordiant Digital Infrastructure

Civitas Social Housing (Neutral)

Question 2

Name the one fund which is a ‘Buy’ and under ‘Income’ category

Answer 2

Monument Bond Fund or Salar Fund

Question 3

If a client was looking for growth and income, what three funds could you choose?

Answer 3

Schroders Income Maximiser, Schroders Income, SPDR S&P US Dividend Aristocrats

Question 4

Name the four Killik fund categories

Answer 4

Absolute return, Growth, Income, Income & Growth

Question 5

Name two emerging market funds?

Answer 5

Lazard Emerging Markets, Prusik Asian Equity Plus

Question 6

Name two funds that have a value bias?

Answer 6

Ennismore smaller companies, Lazard EM, Law Debenture, Polar Capital UK value

Question 7

Name some Equity OEIC’s

Answer 7

Fundsmith Equity Fund, Allianz Continental European Fund, Lazard Emerging Markets, BNY Mellon Emerging Markets, Ennismore Global Equity

(there are loads more)

Question 8

Name some Non-Equity OEIC’s

Answer 8

CG Absolute Return Funds, Monument Bond Fund, M&G Strategic Corporate Bond, Salar Fund

(There are a few others)

Question 9

Name 3 Sustainable investment funds

Answer 9

Fundsmith Sustainable, Royal London Global Sustainable, Schroder Global Energy Transition, Stewart Investors Asia Pacific Leaders Sustainability Fund