Investment Alternatives Assignment

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MBF 3C1 Investment Alternatives Assignment
DUE: At the end of this class
Fri.Jan.7, 2011
NAME: ________________________
For this assignment you will investigate the following investment alternatives:
 Canada Savings Bonds (CSB)
 Guaranteed Investment Certificate (GIC)
 Mutual Funds
 Registered Retirement Savings Plan (RRSP)
 Registered Education Savings Plan (RESP)
 Stocks
Questions to be answered for this assignment:
1. What is this investment?
2. What is the level of risk associated with this investment?
3. What is the level of return associated with this investment?
4. What are some advantages/disadvantages to this type of investment?
5. What are the fees required for this type of investment?
6. Where can this type of investment be obtained?
7. Any other interesting or helpful points.
Possible sources include:
o Your text book: Section 9.2 Investment Alternatives p.468 - 474 & glossary
o http://www.investored.ca/
Click on Kinds of Investments (left hand side)
Evaluation:
Knowledge/
Understanding
Level 1
- demonstrates a limited
understanding of
concepts
Level 2
- demonstrates some
understanding of
concepts
Level 3
- demonstrates a
considerable
understanding of
concepts
Level 4
- demonstrates a
thorough understanding
of concepts
- limited information
regarding investment
choice provided
- some information
regarding investment
choice provided
- considerable
information regarding
investment choice
provided
- thorough information
regarding investment
choice provided
Question/Investment
1. What is this investment?
2. What is the level of risk
associated with this
investment?
3. What is the level of
return associated with this
investment?
4. What are some
advantages/disadvantages
to this type of investment?
5. What are the fees
required for this type of
investment?
6. Where can this type of
investment be obtained?
7. Any other interesting or
helpful points.
Canada Savings Bonds
(CSB)
Guaranteed Investment
Certificate (GIC)
Mutual Funds
Question/ Investment
1. What is this investment?
2. What is the level of risk
associated with this
investment?
3. What is the level of
return associated with this
investment?
4. What are some
advantages/disadvantages
to this type of investment?
5. What are the fees
required for this type of
investment?
6. Where can this type of
investment be obtained?
7. Any other interesting or
helpful points.
RRSP
RESP
Stocks
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