The writer is very fast, professional and responded to the review request fast also. Thank you.
Presentation/PPT
27/08/2022
“1200 WORDS”
“6 Page”
Part (1) (5%) The Australian Security Exchange (ASX) boasts one of the biggest Exchange Traded Funds (ETF) in the region. •
Go to ASX website 1 and select 1 fund from each of the following category: A-REITS, Infrastructure Funds plus 2 funds from ETF & ETCs. Make sure these funds have been in the market for at least 2 years (July 2015 to July 2017). In addition, use the following criteria in your selection:
a. A-REITS: Use the first alphabet in your first name to select the A-REITS with the same alphabet. i.e. if you name is Michelle, then you could select either MPS, MGR or MIX. If your name is Henry and there is no fund starting with “H” on the list, then go to the next alphabet in the sequence. i.e. you could choose either IEF, IOF or ILF.
b. Infrastructure Fund: Any fund of your own choice.
c. Australian ETF: select one from either Australian Broad Based ETFs or the Australian Sector ETFs category
d. International/Strategy ETF: select one from either: International ETFs, International Sector ETFS, Cash & Currency ETFs, Fixed Income ETFs or Commodity ETF & ETCs.
• Form a portfolio and apply the following allocation (a) A-REITS (b) Infrastructure (c) Australian ETF (d) International/Strategy ETF (e) Cash 20% 10% 30% 35% 5%
Question (i) (20%, 500 words) 1. Identify the top 3 assets invested by the infrastructure fund and the profit distribution of the infrastructure fund for part (b) over the last 2 financial years. These are usually available from the annual reports or DatAnalysis 2.
(i) Justify your decision to your selection of fund for parts (c) Australia ETF and (d) International ETF. Why have you decided to select these particular funds over the others?
(ii) Identify three potential factors that might influence the performance of the fund over the next 12 months.
Download their monthly closing prices for the last 2 years (from DatAnalysis or Yahoo! Finance).
(a) Calculate the performance (return) of your portfolio and compare it against the return of the benchmark ASX S&P200 index, that is:
i. Using ASX200 as your benchmark calculate excess return of your portfolio.
ii. If ASX S&P200 if your portfolio’s benchmark. Calculate the absolute tracking error of your portfolio over the period.
iii. Discuss your observation from a (ii) above. 1 http://www.asx.com.au/products/managed-funds-product-list.htm F IN30016 A ssignment 2 201 7 Page 3
(b) Investigate over the last 2 years, how much your investment portfolio is influenced by i. The return and volatility of the AUD/USD exchange rate? ii. Return of the equity market in UK, using FTSE as the market benchmark.
The writer is very fast, professional and responded to the review request fast also. Thank you.
Delivering a high-quality product at a reasonable price is not enough anymore.
That’s why we have developed 5 beneficial guarantees that will make your experience with our service enjoyable, easy, and safe.
You have to be 100% sure of the quality of your product to give a money-back guarantee. This describes us perfectly. Make sure that this guarantee is totally transparent.
Read moreEach paper is composed from scratch, according to your instructions. It is then checked by our plagiarism-detection software. There is no gap where plagiarism could squeeze in.
Read moreThanks to our free revisions, there is no way for you to be unsatisfied. We will work on your paper until you are completely happy with the result.
Read moreYour email is safe, as we store it according to international data protection rules. Your bank details are secure, as we use only reliable payment systems.
Read moreBy sending us your money, you buy the service we provide. Check out our terms and conditions if you prefer business talks to be laid out in official language.
Read more