- BTEC Level 3 Unit 1: Information Technology Systems – Strategy, Management and Infrastructure, Internal Set Assignment, UK
- Describe and discuss historical, ethical, and wider issues within psychology: Psychology Assignment,UK
- CILT(UK) Level 3 Unit 1 Business Operations along the Supply Chain (BOSC), Assignment, UK
- NVQ Level 3 Explain the duties and responsibilities of own work role : Health And Social Care, Assignment, UK
- Analyse the current impact of interest rates, inflation and one other external factor on your organisation : Organization Culture and behavior, Assignment, UK
- Self Study Managing Groups in Adult Care, Assignment 1, UK
- Unit 1 – Health and Community, Assignment, UK
- Unit 34: Evaluate the achievement of person-centred outcomes to identify where improvements could be made : Manage Quality in Care Settings, Assignment, UK
- Engineering Design (EDE), Tutor Marked Assignment 1, TU, UK
- T319 Environmental Management, Tutor-marked assignment 01, OU, UK
- BTEC Unit 19 Electrical and Electronic Principles : Analysis of Circuits with Constant Voltages and Currents HNC Level 4 , Assignment 1, UK
- BTEC Level 4 Unit 15 Automation, Robotics and Programmable Logic Controllers : PLC Characteristics, Assignment 1, UK
- SSSC H3014 Compliance and Regulation in Social Care, Assignment, TUD, UK
- Describe how digital and other technologies can be used to promote and enhance communication between self and others : Priscilla, Assignment, UK
- Mechanical Engineering – (FEA) finite element analysis on a single machine component, Assignment, OU, UK
- CIPD Level 5 5CO02 Assignment : June 2024 -Evidence-based practice, UK
- SG7002 Applied Business Project, Assignment, UOEL, UK
- BTEC Level 4 Unit 19 – Analysis of electrical circuits with constant voltage/current sources: Electrical and Electronic Principles, Assignment 1, UK
- UMPDNF-15-2 Issues in Contemporary Employment Relations, Assignment, UWE, UK
- NVQ Level 6 Diploma in Health and Safety, Course Work, UK
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
