This investment management report presents an analysis of a portfolio constructed for the Senior Citizens' Recreation Club, with a notional sum of $500,000. The report details the investment policy statement, which guides the allocation of funds across equity (50%), bonds (20%), and cash equivalents (30%) for a six-month period from February 1, 2019, to July 31, 2019. The report examines investment goals, objectives, and risk tolerance, focusing on consistent returns and moderate risk levels. It provides a detailed breakdown of asset allocation, including specific equity investments in Telstra Corporation, Westpac Banking Corporation, and Woolworths Company, as well as investments in Australian Government Bonds. The report tracks and analyzes the weekly performance of the portfolio, comparing it to a cash maximizer account, and concludes with recommendations based on the performance analysis. The report also includes an executive summary, table of contents, and references.
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