Carefully select two mixed funds of your own choice. The first should have a very high, positive performance record, the second a loss- making performance record. Then answer the following questions:
Formalities:
• Why have the funds performed so well/badly? Consider the following perspectives:
o Political
o Macro-Economic
o Sector
o Internal Factors and policies
• Provide financial analysis, together with ratios, and risk and return values.
• Use articles/trade comments to support your case.
• What recommendations would you offer to improve performance?
Please ensure that you add both fund fact sheets to your assessment when uploading your work as one document only
• Wordcount: 2,000 words ( +/-10%)
• Cover, Table of Contents, References and Appendix are excluded from the total wordcount.
• Font: Arial 12,5 pts.
• Text alignment: Justified.
• The in-text References and the Bibliography have to be in Harvard’s citation style.
