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LLQP (Life Licence Qualification Program) Practice Exam · Question

What is a primary reason a conservative investor might prefer a segregated fund over a mutual fund?

Unlike mutual funds, segregated fund contracts often include a 'Guaranteed Minimum Withdrawal Benefit' (GMWB) or a death benefit guarantee (75% or 100%) that pr

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Question: What is a primary reason a conservative investor might prefer a segregated fund over a mutual fund?

Answer options:

  • Lower management expense ratios (MERs).
  • Higher historical returns. ✅ Protection of principal through death and maturity guarantees.
  • The ability to trade funds multiple times per day.

Correct answer: Protection of principal through death and maturity guarantees.

Explanation: Unlike mutual funds, segregated fund contracts often include a 'Guaranteed Minimum Withdrawal Benefit' (GMWB) or a death benefit guarantee (75% or 100%) that protects a portion of the principal against market downturns.

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