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 Harvards citation style.
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