Portfolio Assignment - Montreux Company

Added on - 28 May 2020

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1By student nameProfessorUniversityDate: 07 January 2018.1|P a g e
2Executive SummaryIn the given assignment, a portfolio needs to be constructed as a mutual fund manager of one of thesuccessful investment company in Montreux. This portfolio will be worth $250000 and it will consist of 6best funds all over the world making it a best avenue for investment for the risk averse retail investor,who is expecting a minimum return of 2.5% per annum. The selection of the funds has been doneconsidering various factors like the market capitalization of the fund, the returns, risk and stability of thegiven fund over the past few years. Furthermore, the selection of the funds has not been limited to thegeographies.2|P a g e
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