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FINE 441 Investment Management

Task
There are 2 parts, one is an essay and second one is calculation
 
Word limit: 1500 – 2000 Words

Assignment questions - Answer all questions

Question 1: [25 Marks] 

Assess the trends and issues in the global and Mauritian fund management industry.

Question 2 (25 Marks):

Spearman Domestic Equity Fund sells two types of share, B+ and B++. B+ shares are sold with front-end load fee of 6% whilst Type B++ shares are not subject to front-end load fee but are charged to investment management fee of 2% per annum as well as exit (back-end load) fee that start at 15% and reduce by 3% for each full year the investor holds the portfolio (until the 5th year). The annual rate of return for both types of share is 17%.

  1. (a)  Calculate the value of a Rs 50,000 investment made by investor Mr Smith in Type B+ shares if the shares are disposed after (i) one year and (ii) 4 years. [ 8 Marks]
  2. (b)  Calculate the value of a Rs 50,000 investment made by investor Mrs Willow in Type B++ shares if the shares are disposed after (i) one year and (ii) 4 years. [14 Marks]
  3. (c)  As an analyst, which types of share will you recommend the investor to buy? [ 3 Marks]

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