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Different Types of Investments

Business Finance Presentation —Types of Investments—

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81 views18 pages

Different Types of Investments

Business Finance Presentation —Types of Investments—

Uploaded by

sanestebanclarenz
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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DIFFERENT TYPES

OF INVESTMENTS
LEARNING COMPETENCIES:
Compare and contrast the
different types of investments.
Classify the investments
according to its type, features,
and advantages and
disadvantages
Define:
Dividends
Voting Rights
Inflation
Liquidity
What is
investment?
 Is to allocate in the expectation of some benefit
in the future.
 The return may consist of a gain or loss from the
sale of a property or an investment, unrealized
capital appreciation, or investment incomes
such dividend, interest, rental income or a
combination of capital gain and income.
 The return may also be currency exchange.
 Investment is an asset or item acquired with the
goal of generating income of appreciation.
Appreciation refers to an increase in the value
of an asset over time.
Financial Investment
 is any asset or instrument
purchased with intention of selling
the said asset for a price higher than
the purchase price at some future
point in time.
can be equity investment, where you
buy stocks from companies and be
part of the company’s ownership.
What are the different types of
investments?
Fixed income and equities
Alternative to fixed income and
equities
Investments assets
1. FIXED INCOME AND EQUITIES
 Equityinvestments generally consist of stocks or
stock funds, while fixed income securities
generally consist of corporate or government
methods.
 Theterm fixed income refers to the interest
payments that an investor receives are based on
the solvency of the borrower and current interest
rates.
 Equityinvestments refers to buying shares in a
particular company and holding it in order to gain
ownership interest.
2. ALTERNATIVE TO FIXED INCOME
AND EQUITIES

 Analternative investment is a financial asset


that does not fall into one of the conventional
equities, income or cash categories.
 MUTUAL FUNDS
 Mutual funds gives small investors access to
professionally managed, diversified portfolios of
equities bonds, and other securities.
 Those who are investing in mutual funds also
receive dividends from the company.

 UNIT INVESTMENT TRUST FUNDS (UITF)


 Same as mutual funds aside from it is being
controlled by banks.
 Clients or investors do have the option to choose
their choice of bank to where they like to open a
3. OTHER INVESTMENT ASSETS
 Currencies

are most generally accepted form of


money, including coins and paper notes, which is issued
by the government and circulate within an economy.
 Crypto currencies

a form of payment that can be


exchanged online for goods and services.
Cryptocurrencies work using a technology called
blockchain. Blockchain is a decentralized technology
spread across many computers that manages and
records transactions.
3. OTHER INVESTMENT ASSETS
 Commodities

are basic goods used in commerce


that is interchangeable with other commodities of
the same type. Three of the most commonly traded
commodities include oil, gold and base metals like
nickel.
 Real estate
involves the purchase , ownership,
management, rental/sale of real estate profit.
3. OTHER INVESTMENT ASSETS
 Insurance

is a contract or policy in which an


individual or entity receives financial protection or
reimbursement against losses from an insurance
company. Insurance policies are used to hedge
against the risk of financial losses, both big and
small.

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