Increase in the value of capital – the objective of most equity-invested unit trusts.
Cash position = Total Income – Total Expenditure The Cash position indicates how you are doing financially, month to month and for the year. With a cash surplus, you can save it, invest it, use it acquire more assets or reduce debt. Increasing savings and investments will raise future income, while repaying debt will help cash flowing by reducing future
The CDP accounts keep your shares in custody as well as record the shares movement every time the investors transact.
A collective investment scheme is an investment scheme where investors pool money together for investing in particular assets. Prior to pooling, an agreement is set out regarding the aims and strategy of the investment and how the returns of investment are to be shared. The legal form of a CIS can either be a trust, where investors hold units of
This is classified as an alternative investment class that entails higher risk as compared to equity. Commodity unit trust funds usually invest in an underlying commodities’ index e.g., corn, oil, agriculture or companies that have exposure in commodities.
Singapore’s state-run private savings and welfare scheme.
A CPF Investment Administrator is able to draw a consolidated amount directly from your CPF agent bank for all your CPF investments. What this means is that you enjoy huge savings in agent bank charges when you invest your CPF monies.
The CPF Risk Classification System splits the investment risk associated with an investment into two broad components. For purposes of the Risk Classification System, we will refer to these components as “Equity Risk” and “Focus Risk”.
CPFOA Investment through a CPF Investment Administrator. The investment fund source will be known as CPFOA-IA
CPFSA Investment through a CPF Investment Administrator. The investment fund source will be known as CPFSA-IA