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Investment and Portfolio Management | Assignment

   

Added on  2020-03-16

9 Pages1842 Words55 Views
Running head: INVESTMENT AND PORTFOLIO MANAGEMENTInvestment and portfolio managementName of the studentName of the universityAuthor note

1INVESTMENT AND PORTFOLIO MANAGEMENTTable of ContentsQuestion 1..................................................................................................................................2Question 2..................................................................................................................................4Question 3..................................................................................................................................5Question 4..................................................................................................................................6Reference and Bibliography.......................................................................................................9

2INVESTMENT AND PORTFOLIO MANAGEMENTQuestion 1(a)Benchmark index for tracking the performance of securities/stock exchangeAustralia – S&P/ASX 50USA – NYSA Arca Major market IndexHong Kong – Hang Seng IndexJapan – Nikkei 225England – FTSE 100China – SSE Composite Index(b)Major asset classes and asset allocationStable fund – the stable fund is more conservative investment which is aimed atoutperformance of cash and boosting the returns through blending the cash with specificshares. Main goal of various investors are to increase the cash without increasing theconsiderable risk (Huang, Li & Shi, 2016). The major asset class under stable fund is cashthat includes term deposits, bank deposits, cash management trusts and cheque and savingsaccounts. This is suitable for the investors those have the short-term preference and lowerrisk tolerance level. It offers low and stable risk income, generally in form of the regularpayments of interest equally. Under stable fund the potential return as well as the risks both islow. No minimum timeframe is recommended for this fund.Balanced fund – the balanced fund invests in the combination of specific selected fixedincomes, shares and the commodity investments in Australia and international market forproviding long-term growth without much downs and ups. The major asset class underbalanced fund is fixed interest that includes corporate bonds, government bonds, hybridsecurities and mortgage securities (Samudhram, Siew, Sinnakkannu & Yeow, 2016). It ismore volatile as compared to the cash, still it can be considered as relatively stable. It

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