Case Study on Investment Management
Added on 2020-05-16
13 Pages2662 Words70 Views
Finance
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Running head: INVESTMENT MANAGEMENTInvestment Management Name of the Student:Name of the University:Authors Note:
INVESTMENT MANAGEMENT1Table of ContentsPart A:........................................................................................................................................21. Explaining an in-depth, critical and reflective way the strategies relevant active portfolioadheres to and financial theory the strategies are based on:......................................................92. Critically evaluating and comparing the results from active and passive portfolio returns:103. Discussing the analysis based in theory and results and other empirical research thestatements in case study outlining the portfolio strategy:........................................................12Reference and Bibliography:....................................................................................................14
Part A:Active Portfolio2011201220132014201520162017StocksInvestmentAnnualReturnWeightedReturnsAnnualReturnWeightedReturnsAnnualReturnWeightedReturnsAnnualReturnWeightedReturnsAnnualReturnWeightedReturnsAnnualReturnWeightedReturnsAnnualReturnWeightedReturns(in$Million)(in$Million)(in$Million)(in$Million)(in$Million)(in$Million)(in$Million)(in$Million)CBA2.50-0.063%-0.0016-1.33%-0.0333-2.32%-0.0581-0.47%-0.01170.352%0.00%0.008800.370%0.0093-0.47%-0.0117WBC2.500.141%0.0035-1.12%-0.0280-2.50%-0.0624-0.12%-0.00300.798%0.00%0.019940.245%0.0061-0.66%-0.0166NAB2.50-0.078%-0.0020-0.03%-0.0007-2.65%-0.06630.08%0.00191.116%0.00%0.027900.318%0.0080-1.29%-0.0323ANZ2.501.118%0.0279-1.35%-0.0336-2.40%-0.06010.08%0.00211.718%0.00%0.04295-0.194%-0.0048-0.60%-0.0150TLS2.50-1.252%-0.0313-2.44%-0.0610-1.89%-0.0471-0.70%-0.01740.347%0.00%0.008670.672%0.01682.80%0.0701BHP2.500.858%0.02150.82%0.0205-0.79%-0.01990.86%0.02152.640%0.00%0.06599-0.018%-0.0005-1.17%-0.0294CSL2.501.060.0267-------0.00-----
8%4.24%0.10603.22%0.08061.20%0.03001.314%%0.032850.578%0.01452.73%0.0684WES2.500.173%0.0043-0.57%-0.0144-1.78%-0.0445-0.12%-0.00301.084%0.00%0.02710-0.332%-0.0083-0.16%-0.0040WOW2.501.444%0.0361-1.78%-0.0444-1.52%-0.0380-0.26%-0.00653.286%0.00%0.082140.160%0.0040-0.75%-0.0188TLC2.500.016%0.0004-1.26%-0.0316-1.30%-0.0325-1.25%-0.0312-2.106%0.00%-0.052650.009%0.0002-1.30%-0.03250.000.000%0.00000.00%0.00000.00%0.00000.00%0.00000.000%0.00%0.000000.000%0.00000.00%0.0000AMC2.50-0.365%-0.0091-0.99%-0.0247-2.67%-0.0668-1.56%-0.0390-1.278%0.00%-0.03196-0.619%-0.0155-0.62%-0.0156ANN2.50-0.273%-0.0068-0.91%-0.0226-1.87%-0.0468-0.17%-0.0042-0.096%0.00%-0.00240-0.628%-0.0157-0.85%-0.0212BEN2.50-0.370%-0.00921.31%0.0326-2.53%-0.0632-1.09%-0.02731.235%0.00%0.03086-0.329%-0.0082-0.19%-0.0046BOQ2.501.743%0.04360.63%0.0157-3.96%-0.0990-0.49%-0.0122-0.299%0.00%-0.007481.839%0.0460-2.06%-0.0515CIM2.504.053%0.10131.64%0.04110.00%-0.0001-1.71%-0.0428-1.960%0.00%-0.04900-0.546%-0.0136-4.18%-0.1044FLT2.501.143%0.0286-2.46%-0.0614-5.73%-0.14321.77%0.04410.826%0.00%0.020640.943%0.0236-2.73%-0.0683MFG2.50---------0.00-0.470.0118--
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