portfolio management

BBA Portfolio Management

Mid-Term Course Assessment Research Report

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

Formalities:

• 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.

Submission: Week 5 – Via Moodle (Turnitin) Monday, Monday, March 8th at 17.30hrs in PDF format.

Weight: This task has a weighting of 40% of the total grade for this subject.

Learning Outcomes

A thorough understanding of financial statements and the concepts of risk and return

The demonstration of a comprehensive grasp of assets and how they function.

The ability to use critical thinking and offer expert advice.

Exceptional 90-100 Good 80-89 Fair 70-79 Marginal fail 60-69

Knowledge &

Understanding (20%)

Student produces a

portfolio which demonstrates excellent

understanding of key

concepts of risk and return.

Student produces a

portfolio which is only partly justified but

provides a fair spread of

risk and return.

Student produces a

portfolio which lacks justification and an

appropriate spread of risk

and return

Student provides neither

the correct number nor type of funds and omits to justify

the selection of funds.

Application

(30%)

Student applies his grasp

of the subject matter with the correct choice of funds

and balanced portfolio.

Detailed justification of fund selection is evident.

Student applies relevant knowledge to the choice of some of the funds selected. More detailed justification

is required.

Student applies some

relevant knowledge but the fund selection is

limited and unconvincing.

Key omissions are evident in the justification of the

choice of funds.

Student neither chooses the

correct number of funds nor an inappropriate spread of

investment.

Critical

Evaluation

(30%)

Student critically assesses

the choice of funds

through detailed evaluation of fund

selection and is able to

substantiate convincingly the rate of return on

investment.

There is clear evidence of

critical evaluation by the

student of some but not all of the funds within the

portfolio. A clear effort to

research investments is evident.

Student provides only a

few insights into fund

selection, in respect of risk and return and a lack

of research is evident.

Student shows little or no

critical thinking insights

and this is reflected in the choice of portfolio.

Communication

(20%)

Student communicates

their ideas extremely

clearly and concisely,

respecting word count,

grammar and spellcheck

Student communicates

their ideas clearly and

concisely, respecting

word count, grammar and

spellcheck

Student communicates

their ideas with some

clarity and concision. It

may be slightly over or

under the wordcount

limit. Some spelling errors

may be evident.

Student communicates their

ideas in a somewhat unclear

and unconcise manner.

Does not reach or exceed

wordcount and spelling

errors are evident.