Q5.5 Obtain a product disclosure statement and an annual report for a major managed fund that includes

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Q5.5 Obtain a product disclosure statement and an annual report for a major managed fund that includes some international securities. Carefully read the reports and study the portfolio’s composition in light of the fund’s stated objectives.

a. Evaluate the amount of diversification and the types of industries and companies held.

Is the portfolio well diversified?

b. Discuss the additional risks faced by an investor in this fund compared to an investor in a domestic share portfolio such as the S&P ASX 200.

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Fundamentals Of Investing

ISBN: 9781442532885

3rd Edition

Authors: Lawrence J. Gitman, Michael D. Joehnk, Scott Smart, Roger Juchau, Donald Ross, Sue Wright

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Question Posted: Oct 24, 2024 07:03 AM

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Q5.5 Obtain a product disclosure statement and an annual report for a major managed fund that includes

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Fundamentals Of Investing

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