Table 3: Quiz Material 1
|
Ms. J Bloggs Sheet 008 |
Account Number |
02-82-03 47493555 |
Bristol Bank Green Street Forest Glade RR9 5AT | ||
|
DATE |
DETAILS |
PAID OUT |
PAID IN |
BALANCE | |
|
01-Feb-05 |
Balance Brought Forward |
25.00 | |||
|
01-Feb-05 |
Bacs Transfer Salary |
1000 | |||
|
01-Feb-05 |
DD |
Electricity Board |
30.00 |
995.00 | |
|
02-Feb-05 |
DD |
Car Insurance |
50.00 | ||
|
XXX Bank Forest Glade High | |||||
|
02-Feb-05 |
ATM |
Street |
150.00 |
795.00 | |
|
04-Feb-05 |
CHQ |
100009 |
35.00 |
760.00 | |
|
06-Feb-05 |
DD |
XXX Mobile Phone Company |
30.00 |
730.00 | |
|
10-Feb-05 |
DD |
XXX Mortgage Bank |
200.00 |
530.00 | |
|
XXX Bank Forest Glade High | |||||
|
12-Feb-05 |
ATM |
Street |
120.00 |
410.00 | |
|
15-Feb-05 |
SO |
New Building Society |
50.00 |
360.00 | |
|
20-Feb-05 |
CHQ |
100010 |
300.00 |
60.00 | |
|
28-Feb-05 |
CR |
Net Interest |
1.00 |
61.00 | |
|
28-Feb-05 |
Balance Carried Forward |
61.00 | |||
|
Key to Abbreviations | |||||
|
DD |
Direct Debit | ||||
|
ATM |
ATM Cash Withdrawal | ||||
|
CHQ |
Cheque | ||||
|
SO |
Standing Order | ||||
|
CR |
Automated Credit | ||||
Respondents were also presented with a line graph (Figure 1), which shows how four
different investment funds performed over time. The following questions were posed in
relation to this graph:
(3) This chart shows how a £10,000 investment would have performed in differ-
ent types of investment funds over the last seven years. Assuming that fees and
charges are the same for all funds, which fund gave the best return after seven
years?
(4) And which would have been the best fund to have chosen if you had to
withdraw your money after four years?
10
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