Investment trust management

Research Paper (postgraduate) , 2012 , 32 Pages , Grade: B

Business economics - Investment and Finance

This report sheds light on evaluation on a balanced type fund – Investment Trust combined with investment and portfolio theories. Past performance in respect to capital gains, dividends yield and interest income of the portfolio has been calculated, measured and discussed. Although the fund had achieved higher return yield compared to that of FTSE ALL SHARE INDEX for the corresponding investment period, it still suffered from a series of deficiencies in terms of asset allocation proportion and investment type selection which may not comply with its aims of maximizing income without impacting unduly on long term capital returns. This report has also identified and measured both systematic risk and unsystematic risk of the Investment Trust and provided recommendations for proper changes to the existing portfolio so as to better realize its investment aims.

Table of Content

Executive Summary

1.0 Introduction

2.0 Measurement and discussion on the performance of the fund
2.1 Brief introduction to the portfolio on the inception date
2.2 Fund Performance measurement and critical discussion

3.0 Risk identification and measurement
3.1 Systematic risk
3.2 Unsystematic risk

4.0 Recommendations for changes to existing portfolio

5.0 Conclusion

Reference

Appendix

• College: University of Kent
• Grade: B
• Author: Kim Clay (Author)
• Publication Year: 2012
• Pages: 32
• Catalog Number: V270199
• ISBN (eBook): 9783656615163
• ISBN (Book): 9783656615132
• Language: English
• Tags: investment