- Describe the different forms that energy can take: radiography Assignment, UOL, UK
- Explain the difference between velocity and acceleration. You must include suitable drawings: radiography Assignment, UOL, UK
- CP70042E: Write an essay to explore the network attacks and new access control challenges: Network and System Security (Level 7) Assignment, UWL, UK
- Critically analyse one competitor website / blog and use of content and social media: Digital marketing Assignment, UOS, UK
- 5ENT2044: A group-based but individually submitted project incorporating a survey based on the Level 5 field course: civil engineering Assignment, UK
- Analyse how statutory frameworks underpin service provision: Level 4 in Lead practitioner in Adult Care Assignment, UK
- “Expansionary fiscal policies stimulate private consumption and investments”: explain and discuss: Macroeconomics Assignment, UNIS, UK
- Prepare a project time plan to develop the software program: Engineering unit 35 Assignment, UK
- ‘Fostering employee wellbeing is good for people and the organization’. CIPD (2022) Drawing upon published research: CIPD Level 7 Assignment, UK
- Officers are concerned the reptiles could have been a source of contamination of the food: Food control and hygiene management Assignment, UOEL, UK
- Develop a SWOT analysis of the current situation at AlphaCo: Operations and Information Management Assignment, UOS, Uk
- Your company produces radio transmitters and part of that circuit multiplies a high frequency sinusoidal carrier: engineering Assignment, TUOS, Uk
- The diagram shows a DC resistor network. The network is supplied by a 12 V battery: Unit 57 – Electrical and Electronic Principles Assignment, UK
- An engineer has completed two tests on two conductors: Unit 57 – Electrical and Electronic Principles Assignment, UK
- DAT7303: In portfolio 3, students must complete 4 tasks related to analysing a dataset using CRISP- DM methodology: Data Mining Course Work,
- Sea Dolphin Ltd entered into a contract with Marine Adventure Shipping Ltd for the carriage of 5 tonnes of frozen fish: International Commercial Law Assignment, CUL, Uk
- 1.1 Explain what is meant by: personal wellbeing, self-care, resilience: Health and Social care Assignment, UOG, UK
- Explain the purpose and principles of independent advocacy: Health and Social care Assignment, UOG, UK
- Demonstrate a range of effective communication styles, methods and skills: Health and Social care Assignment, UOG, UK
- Describe the range of communication styles, methods, and skills available: Health and Social care Assignment, UOG, 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
