- Qualifi Level 4 T/505/9498 Academic Study Skills Assignment: A Reflective and Evidence-Based Approach
- BTEC Level 3 Unit 3 Business in Social Media Assignment: Strategies to Engage Customers & Promote Products
- Understanding Criminology E-Portfolio Assignment: Annotated Bibliography & Employment Reflection
- 7IR007 Research Proposal and Annotated Bibliography Assignments
- COM4015 Pet Shop Relational Database Design & Implementation Assignment Report – Inventory, Sales & Events System
- PMP(Project Management Plan) Assignment: Managing Fitzwilliam Park Project with Scope, Cost & Schedule Insights
- GA31 Research Methodology and Quantitative Methods Assignment: A Research Plan on Corporate Social Responsibility
- Understanding Dementia Care Assignment Questions: Causes, Diagnosis, Treatment & Family Support
- D/618/7406 Unit 5: Challenges of IT Security in Modern Organizations – Risks, Solutions & Best Practices
- HSC Level 2/3 Unit 012 Assignment: Care Worker Responsibilities and Ways of Working
- CIPD Level 5HR03 Assignment: Understanding Reward Approaches and Their Impact on Performance and Contribution
- CIPD level 5HR02 Assignment: Talent Management and Workforce Planning Unit Guide
- Level 3 D/615/3823 Assignment: Regulation, Protection, and Collaborative Practice in Health and Social Care
- PGM216D Assignment: Bicycle Store Sales Management Application
- MATH6033 Assignment: Epidemiological Investigation of Cardiovascular Health and Tea Consumption Risks
- EH6147 Assingment: Stakeholder Analysis for Quality Improvement in Hand Hygiene Compliance
- Assignment: Investigation of Solution Concentration Through Standard Preparation, Titration, and Colorimetry Techniques
- MATH6033 Assignment: Cardiovascular Risk and Tea Drinking: Epidemiological Analyses
- CIPD level 3 3CO03 Assignment: Core behaviours for people professionals
- DAC4B1: Personal development in adult care settings
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
