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Question (i)

1. Identify the two largest infrastructure assets owned by the infrastructure fund selected from part (b) over the last 2 financial years. This information is usually available from the annualreports or DatAnalysis. If the fund only owns one physical asset, such as Sydney Airport, list the two divisions that contribute the most revenue.

2. (i) Justify your decision to your selection of fund for part (c) International ETF. Why have you decided to select this particular fund over the others?

(ii) Identify three potential factors that might influence the performance of the fund over the next 12 months.

Note: There are thousand and one events happening in the market every day and financial markets are closely integrated. The factors you have selected must have a direct impact on the fund of your choice. Otherwise one could relate the typhoon in Brisbane is set off by the flap of Butterfly’s wings in Brazil.

Question (ii)

Download their monthly closing prices for the last 49 months (from DatAnalysis or Yahoo! Finance).

Calculate the performance (return) of your portfolio and compare it against the return of the benchmark ASX S&P200 index, that is:

1. Calculate excess return of your portfolio.

2. Calculate the absolute tracking error of your portfolio over the period.

3. Discuss your observation from part 1 and 2.

Question (iii)

1. Investigate over the last 4 years, how much your investment portfolio is influenced by the return of the equity market in USA, using S&P500 as the market benchmark.(You can also use the volatility as your proxy).

2. Using Excel Solver, for your investment portfolio, what is the best allocation across 3 funds if you wish to lower your overall return to total risk by 1%?

Note:

• You can select which ever method of tracking error covered in Chapter 20 of the textbook.

• When you are trying to answer, if your portfolio is influenced by XYZ factor, you could use either correlation or regression analysis.

• Your answer to Question (iii) part 1 should not be just “yes”, “no” or “I think”. Provide some justifications in terms of “how strong/weak” the relationship is. That is your conclusion has to be justified by a quantitative measure. Making conclusions based on two lines on a graph does not meet the quantitative measure requirement. Actual investment is not just about some gut feeling.

FIN30016-Management of Investment Portfolios

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