Analysis of UOBAM Funds on dollarDex Website

Fund Characteristics

Question 1 Go to the dollarDex website and under the tab “Tools” click on “Fund Finder”. Under “Fund manager”, choose “UOBAM”. Then click on the “Advanced” tab and under “Payment Currency”, select SGD.Focus on the following four funds:•Cash Management – UOBAM United SGD Money Market Fund – Class A1 SGD•Equity – UOBAM United Asia Fund•Bond – UOBAM United Asian Bond Fund•Balanced – UOBAM Growth Path 2030

(a)For each fund, indicate the level (low, medium, high) for the risk and the return characteristics and discuss your choice. Discuss the investment attractiveness of the fund. Use the format below to answer your question:Example:(Type) Fund – (Fund Name)(i)Risk: Low/Medium/High(choose one)Reason: (explain using theory as well as data from the website)(ii)Return: Low/Medium/High (choose one)Reason: (explain using theory as well as data from the website)(iii)Investment attractiveness(discuss the type of economic condition for which this type of fund is most suitable)(b)Discuss which fund would be most suitable for a relatively young graduate who has been working for 3 years since graduation.