Group Assignment For Semester 2, 2018 University Of Adelaide Assignment

730 words - 3 pages

Assignment
Advance Funds Management (M)
Semester 2, 2018
Assignment Brief:
Your 3-member Mutual Funds Analysis team has recently been hired to (i) Create an Australian Equity
Active fund, (ii) Analyse a US bond fund, (iii) Create an Australian/US multi-asset (Equities and Bonds
only)class fund.
Requirements:
1. Create and Active Australian Equity fund
Each team will create an active Australian equity fund. This portfolio will have a tracking error around
15% per annum and sector allocation against the ASX 200 benchmark will be +/- 10%. Active returns
will be generated through (i) 20 mispriced securities (using the equities analysed in EVA(M)) as well as (ii)
sector rotation using sector indexes. Each team will provide the first 4 steps of the Investment
Management Process for the various aspects of this Active Australian Equity Fund.
2. Analyse an Active US/Australia equity and an Active Bond fund
a. Selection: Each team will select two mutual funds: 1 (One) equity mutual fund and 1 (One) Fixed
Income Security Mutual Fund from the same market: EITHER US OR Australia. Each fund
needs to have been in the market for at least 3 quarters. Fund details are available on Thomson
Reuters Eikon database (Lipper database). Fund selection can be based on the team member
preference, however, teams cannot choose either the best or the worst mutual fund over the 3
quarters. In terms of analysis it will be beneficial that sector allocation must be provided on a
historical basis. Most US funds provide this information, though not as many Australian funds
provide this information on a historical basis.
b. Comparison Funds: Once the team has selected the Equity Mutual Funds, and the Fixed Income
Security Fund, The team now needs to get 2 (two) comparison funds for each chosen Mutual
Fund. The first comparison funds for each of the selected funds should have the following
characteristics: (i) from the same classification (such as large capitalised equity fund), (ii) should
have almost the similar Inception Date (same age as the selected fund) OR Size, and (iii) should
have a 3 quarter performance similar to the selected fund.
The second comparison fund for each of the selected fund should be the best performing (over...

Other Essays On group assignment for semester 2, 2018 - university of adelaide - assignment

professional ethics case 2 study assignment 1 - University of Waterloo, PHIL333 - assignment

1100 words - 5 pages experimental treatment on Sandy without the consent of Ms. Kay is in accordance with the rule. The rule that would apply in this situation will be for Dr Cee to only perform the experimental treatment if Ms. Kay consents to it. Professional ethical rules are rules that comply with professional ethics such as administering treatments to patients according to their guidance will, or legal decision makers. As such, I would say that Dr Cee’s action does not

Personal Reflection on Group Assignment - University of Charles Sturt - Personal Reflection

1152 words - 5 pages The purpose of this paper is to reflect my personal experience working part of a group in Assignment 2 using the concepts and theories from Topic 6 of Groups and Teams. My reflection has grasped my ability to learn and recommend strategies to manage performance of the team. Through the brief background introduction of the students, this gave me an insight of each person and the groups. I joined Group Report 01 because I felt they were the most

PHysic EEI about the effects of lengths and amplitude for a pendulum - Indooroopilly state high school, 2018 - assignment

5144 words - 21 pages from equation 1, the time period of an oscillation is affected by the length of the string of the pendulum. But, it is also affected by other various variables: motion, amplitude, length, air resistance/friction, sympathetic vibration. Air resistance causes damping effects on the period of the pendulum, but it is negligible for basic equations such as equation 1 and 2 when concerning the period of the pendulum. However, the one factor that does not

Geometry 1st semester Study Guide - Math - Assignment

1067 words - 5 pages Geometry 1st Semester Review Multiple Choice Identify the letter of the choice that best completes the statement or answers the question. 1. Which angle is an obtuse angle? a. c. b. d. 2. Which angle is an acute angle? a. c. b. d. 3. Each unit on the map represents 5 miles. What is the actual distance from Oceanfront to Seaside? a. 10 miles c. about 8 miles b. 50 miles d. about 40 miles 4. How are the two angles related? a. vertical c

assignment for the project of a enterpreneurship idea - Syracuse University - assignment

1467 words - 6 pages up immediately. For delivering, it charges like a vending machine, receiving changes like $1, $5, and $10. You type all the information on your cell phone as soon as you put the package in one of lockers. As I am a sophomore student in Syracuse University, I live in a house instead of a dorm. These weeks, I found that few of my packages were missing, and I started to think about how to improve this issue. In south campus, students receive and

Unit 2 Assignment about methods of policing - Purdue University CJ110 - Essay

2214 words - 9 pages provide opportunities to an offender to change their behavior before it can escalate to worse behaviors and the possibility of a serious arrest and sentence (LeCates, 2018). The role of the crime analyst is central to this method of policing. The analyst is responsible for gathering and interpreting data, producing responses to deal with the problems, and making decisions. The analyst will create ways in which to approach offenders effectively and is

final exam assignment information technology - University of potomac - Assignment

1651 words - 7 pages Final Exam 8.1 1 Assignment 4.1. 3 Week 8- Assignment 8.1 Dishank patel University of the Potomac – Virginia Campus CBSC235 Foundation Of Cyber Security. Professor P Jaikaran 06/24/2018 Abstract As of late system security has turned into

PE 2 BusMgt 2321. The second personal explanation assignment. - The Ohio State University/2321 - Assignment

1417 words - 6 pages out the cover sheet acknowledges that each member attests the work submitted was completed only by members of the group (i.e. if anyone copied from another group and submitted it to the group, each member of the group is guilty of plagiarism). 2. Final Submission. · Up to 25 percentage points will be deducted for “non-professional” reports (i.e. neatness). · If the assignment is incomplete or if the grader feels a poor effort was made, the entire

My Work My Vision, a dialogue between two artists for HUM106 - Assignment 2 HUM106 Strayer University - Essay

475 words - 2 pages Assignment 2: My Work – My Vision HUM106 Interviewer: Senor Picasso and Sir Van Gogh, which work do you consider your most significant accomplishment and why do you think so? Picasso: I have so many works that are significant, however one that I believe is a true work of art is Guernica. This work shows the innovation the art world refers to as Cubism. I was the founder of that movement and perfected the style. No other artist has had that type

jdhbhhdiwqbdhgfoihndhbfuoivjudcbioqjdhdvfuioa - university - assignment

2205 words - 9 pages of those around shows how twisted the real world is. The young son, not in school, helping his father find the bike, shows the toughness of life in that era, after world war 2. He understands that he cannot be in school because his father is not able to now earn and fend for his family. The wife selling the linen also shows the extensity of the poverty that this family is faced with. 6.CONCLUSSION Both films existed in two different film eras and

International Accounting Standards - University of Reading - Assignment

2315 words - 10 pages between the finance charge and the reduction of the outstanding liability7. Any depreciation will be calculated in accordance with IAS 161 and IAS 385. Requirement 2 When accounting for non-current assets, a financial accountant must use the bases described by the International Accounting Standards (IAS) for measuring their value. There are several types of measurement bases that can be used for each asset, for example the cost model or the fair value

Similar Papers

Microeconomics Assignment First Semester 2018 Unimelb Unimelb Assignment

1455 words - 6 pages Name : Low Kiing Seng Student id : 972752 Part A Part 1 1) Dairy Farmer Milk Producer -Dairy cows -Lands -Supplementary feed and fertilizer -Staffs -Raw milk -Processing plant -Workers -Water 2) Raising Cattle Variable cost Fixed cost increase at an increasing rate as the number of cattle increase remain constant over the output Inputs Required MC AFC AVC ATC Quantity $ Name : Low Kiing Seng Student id : 972752 Processing milk Variable cost

Assignment Three For December 12, 2018 Mercer University And Judicial Proccess Assignment

530 words - 3 pages John R. Hughley III CRJS359: The Judicial Process Section: 2W1 A3-C5-6 11/11/2018 1. Describe assembly-line justice. Is it a problem? Why or why not? Explain your answer in a 1 page paper. Assembly-line justice is defined as “the operation of any segment of the criminal justice system in which excessive work-loads result in decisions being made with such speed and impersonality that defendants are treated as objects to be processed rather than

Counselling Notes For Level 2 Counselling Skills Open University Assignment

1493 words - 6 pages counsellor. They may also feel lack of motivation to finish the sessions. There may be a positive impact left on the client as they may feel ready to tackle their issues and life without the level of support that they had during counselling sessions. The client may be feeling optimistic and excited for the future. Negative reactions to ending the helping relationship may leave the helper feeling sad that the relationship has to come to an end. They may also feel that they failed the client if they didn’t manage to achieve objectives ang goals which can also affect their confidence and they may doubt their ability as a counsellor. 2

Biblical Worldview Assignment Pt 2 Liberty University Assignment

637 words - 3 pages Aline Aidar RLGN 105-005 September 28th, 2018 Worldview Writing Assignment Part 2 A worldview is someone’s perspective of the world based on their origins and morality; it is to see the world through a pair of lenses, that is usually related to a particular culture and beliefs, which makes people acquire a common sense about what is right or wrong, and also about existence. Moreover, it is a personal perception of life, and the development of