An assignment about principles of investment

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POITEMPLATEFORASSIGNMENT.xls

Sheet1

Gilts and Fixed Interest
Nominal value Gilt Name Price Coupon % Market Value Annual Income
Total
Examples of other data which you could include are - Years until maturity / Issuer / GRY
INVESTMENT TRUSTS AND ORDINARY SHARES
TRUSTS AND SHARES
Number of shares Company / Collective name Price Div Yield Market Value Annual Income
Total
Examples of other data which you could include are - market listed upon / PE / EPS / Beta / Country listed / Risk grade / NAV
Total Portfolio Value
Portfolio Yield Annual income divided by market value

Sheet2

Sheet3