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1. Summarise the key recommendations and the reasons why you made these recommendations i.e. justify your recommendations 2. Mr. and Mrs. Jones have asked you

1. Summarise the key recommendations and the reasons why you made these recommendations i.e. justify your recommendations

2. Mr. and Mrs. Jones have asked you to explain the following:

a. What is meant by Sharpes measure? What does it mean and how does it affect the type of investments you recommend to us?

b. Why is asset allocation different between myself and my wife? c. What is the difference between a managed fund and an ETF?

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