Select two mixed funds of your own choice. the first should have a

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:


• 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 Harvard’s citation style.

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