Discuss key recommendations of changes which should be made to the portfolio to ensure it meets the aims of the fund in the investment horizon.

Each student will be given a portfolio of real assets which you can assume has been previously managed by an existing fund manger; you will take over as the new fund manager which effect from your chosen commencement date. The date I have selected to takeover the fund is the 1st October 2020.

The requirements for the assignment are:

1. To measure and discuss the fund’s performance (capital, dividend and interest etc) from the portfolio inception date (2nd January 2018) to the chosen commencement date (1st October 2020).

2. To identify and where appropriate measure, the main risks inherent in the portfolio which could stop the fund meeting its objectives.

The discussion and analysis should  Centre on stock specific, asset allocation and measurement risks. Please use charts and graphs to visually demonstrate this.

3. Discuss key recommendations of changes which should be made to the portfolio to ensure it meets the aims of the fund in the investment horizon. The current fund and its aims can be seen on the attached file.

 

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