Module Test (Topic "Business and finance")

Complete the sentences with the word from the list:

assets / chances / financial / goals / management / risk / spreading / types

1. A portfolio combines different       of investments.

2. The aim of a portfolio is to minimise      .

3. A bank offer a portfolio            service to its customers.

4. Diversification is a way of           risk.

5. Portfolio managers choose        to include in the portfolio.

6. The       of the customer affect the decisions that the portfolio manager makes.

7. Investors all have different           needs.

8. The         of making a profit are improved if the investor's portfolio is diversified.

Listen to the audio and match investments (shares / bonds / mutual funds) to what the financial advisor tells about them. Write the words shares / bonds / mutual funds in the gaps.

1. There isn't a predictable rate of return.             

2. There is little risk, but the returns are quite low.     

3. You put your money together with money from other investors.             

4. There is no guarantee you can make a profit.       

5. You get your capital back on a certain date in the future.      

6. Your earnings change from day to day.             

Match the word or word combination with the definition