- Unit 21 – L/618/8101 Geotechnical Design Assignment 1: Scunthorpe Station Overpass & Bridge Infrastructure Proposal
- Y/616/7445 Unit 039 Diabetes Awareness Assignment: Understanding, Managing and Supporting Individuals with Diabetes
- DHCS 12 (M/650/5189) Understand Mental Ill Health Assignment: Explore DSM/ICD Disorders, Discrimination & Capacity
- Unit 8 Social Media Strategy Assignment 2: Planning, Execution & Evaluation for Organisational Growth
- CIPD Level 7CO01 Strategic People Management Assignment: Demographic Trends, Legal Reforms, Innovation & Resilience in the Workplace
- Financial Accounting Assignment: Lee’s Sole Trader Transactions & Cash Flow Analysis
- L/508/4603 NCFE Level 3 Sport and Exercise Massage Assignment 3: Consultation & Technique Review for Two Contrasting Athletes
- F/650/1141 Unit 4 Team Management and Recruitment Assignment: Health & Social Care Case Study for Effective Leadership and PDPA-Compliant Hiring
- R/650/1138 OTHM Level 5 Assignment: Working in Partnership in Health and Social Care
- NVQ Level 3 Health and Safety Risk Management Assignment: Practical Assessment and Workplace Application
- MBA7068 Strategic Portfolio Assignment 1: Global Business Trends and Managerial Skill Development
- Mechanical Services Innovation: Hotel Rotation Case Study for Energy-Efficient Heat Pump Integration
- K/618/4170 ATHE Level 3 Unit 4 Assignment: Working in Health and Social Care
- T/618/4169 ATHE Level 3 Unit 3 Assignment: Human Growth and Development in Health and Social Care
- M/618/4168 ATHE Level 3 Unit 2 Assignment: Principles, Values and Regulation in the Health and Social Care Sector
- K/618/4167 ATHE Level 3 Unit 1 Assignment: Structure and Overview of the Health and Social Care Sector in the UK
- NURS07039 Assignment: Enhancing Critical Thinking and Development in Nursing Education
- AUEC3 Mechanical Engineering Assignment Questions: AUEC3-070, AUEC3-065, AUEC3-059, AUEC3-054, AUEC3-003, AUEC3-002 & AUEC3-001
- HGES315 Political Geography Assignment: Regional Order in Southern Africa
- AC312 Assignment: Managerial Promotion Decision Using Balanced Scorecard and Risk Indicators
5POM: The Whernside Fund (“Fund”) is a mutual fund that focuses: Portfolio Management Assignment, UK
| University | Kaplan Business School (KBS) |
| Subject | 5POM: Portfolio Management |
Assessed summative assignment
The Whernside Fund (“Fund”) is a mutual fund that focuses on large UK companies which are publicly listed on the London Stock Exchange. The Fund’s objective is long-term growth and is looking to outperform the FTSE 100 Index on an annual basis net of fees.
The Fund follows a long-term buy-and-hold strategy, but the portfolio manager will adjust the portfolio if required to improve performance. The portfolio manager reviews the Fund periodically and makes a formal annual presentation to the Investment Committee. The Fund has a focused approach that limits the number of shareholdings to six companies.
Do You Need Assignment of This Question
Assume the Fund is currently fully invested and has an annual management fee charge of 1.0%, which is taken on 1st July each year. As portfolio manager of the Fund, you need to write and present the formal review paper to the Investment Committee. This should include:
a) Analysis of the performance of the Fund portfolio over the period July 1st, 2021 to June 30th, 2022, including an assessment of risk and return, risk-adjusted performance, and a comparison with the relevant benchmark.
b) Discussion of the main factors that affected the performance of each
shareholding and the portfolio.
c) Critical assessment of the asset allocation of the portfolio and the key risks it faces. Make recommendations to the Investment Committee on how the portfolio can be adjusted to improve performance.
Buy Answer of This Assessment & Raise Your Grades
If you need management assignment help in the UK then don’t worry, we are here. We offer the best management assignment writing service. Our team of experts will help you in writing your assignments. Our UK assignment writer has vast experience in writing assignments. We have a team of professionals who will help you in every step of writing your assignment. So, don’t hesitate to contact us now and get the best management assignment help in the UK.
Answer
