Segregated Funds and Annuities questions and answers

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Segregated Funds and Annuities questions and answers

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2025/2026

Institution Segregated Funds

Course Segregated funds

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11/3/25, 3:39 PM Segregated Funds and Annuities questions and answers Flashcards | Quizlet

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Terms in this set (149)

Investing using money to make money

initial capital/seed
Principal
sometimes ACB (adjusted cost base)

Fair market value current value of a property

Return, gain, growth, profit above the principal
interest

quick, easy, conversion to cash, without affecting
Liquidity
value

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, 11/3/25, 3:39 PM Segregated Funds and Annuities questions and answers Flashcards | Quizlet

Volatility fluctuation in investment value

borrowing money to invest
Leveraging
a "multiplier" of risk and return

increased cost of living
Inflation
lowering the value of money over time

Rate of return Formula Gain / Principal

Interest Formula Principal * % rate of return

Real rate of return nominal rate - inflation rate
Formula

Future Value Formula PV * (1 + interest rate)^n

Present Value Formula FV / (1 + interest rate)^n

contains many different types/areas of investment
Diversification
decrease overall risk

- purpose
- financial goal
Investment objectives - need for guarantee
- time horizon
- tax preference / tax advantage

Short term investment less than 3 years - can take low risk

Medium term Investment 3-10 years

Long term Investment 10+ years - can take high risk

equity

Asset Classes income

cash

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Number of pages: 14
Written in: 2025/2026
Type: Exam (elaborations)
Contains: Questions & answers

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