2 Here is the background information on your task Your Super is a superannuation firm that mostly manages money for people over the age of 75. The firm manages AUD$1 billion in their flagship fund called the YourSuper Fund. Their investment mandate dictates that the fund is benchmarked to the ASX200, meaning that in order to be considered a well performing fund, it needs to produce returns that are in-line with ASX200 returns In recent months, the fund has underperformed the market substantially due to the managers implementing a strategy of being overweight Financials and underweight Resources in the ASX200. Whilst the fund is mostly made up of equities, they do have a mandate to hold bonds, currencies and commodities in order to add alpha and at times, protect the fund from downside movements in global markets Due to the recent underperformance of the YourSuper Fund, the company is now looking to outsource advice on how to track the ASX200 going forward. 3 Here is your task Your task is to advise the client on how they should be positioned in order to track the performance of the ASX200 into year-end. You must invest the total YourSuper Fund AUM (AUD$1 billion) The format in which this 1.5-page word document is to be delivered to client must include the below: 1. Your rating of each of the following sectors (overweight, underweight or neutral); a. Financials b. Materials c. Healthcare d. Real Estate e.Consumer Discretionary f. Energy g. Consumer Staples h. Information Technology 1. Telecommunication Services j. Utilities 2. Your rationale for that rating, which may include, but not limited to, any: a. Macroeconomic trends or factors you consider relevant b. Microeconomic trends or factors you consider relevant Stuck? Have a qui Click here to get per 3. Your rationale for investing or not investing in bonds, currencies and commodities, JVC lask 1 - Data sheet (V2 w Home Insert Draw Page Layout Formulas Data Review View Telli Calibri (Body) v 11 ' ' % v EACH Paste BIU a Av Number C4 x V x 5 D E F Sector Weight (% 32 Subsector weight (%) 23 5 4 18 14.5 1.2 1.3 1 9.5 6.5 3 8.5 5.12 2.5 0.88 8 + 1 Sectors & Subsectors 2 Finandals 3 Banks 4 Diversified Financials 5 Insurance 6 Materials 7 Metals and Mining 8 Consruction 9 Packaging 10 Chemicals 11 Health Care 12 Pharmaceuticals 13 Health Care Equipment 14 Industrials 15 Transportation 16 Commerical and Proffesional Services 17 Capital Goods 18 Real Estate 19 REITS 20 Real Estate Management and Development 21 Consumer Discretionary 22 Retail 23 Consumer Services 24 Auto 25 Durables 26 Consumer Staples 27 Food Retailing 28 Food, Beverage and Tabacco 29 Household & Personal Products 30 Energy 31 Oil, Gas and Consumables 32 Energy Equipment 33 Communication Services 34 Telecommunication Services 35 Media & Entertainment 36 Utilities 37 Gas 38 Multi 39 Electric 7.5 0.5 6.5 3.25 3 0.15 0.1 6 3.85 2.1 0.05 5.5 5 0.5 4 3 1 2 0.8 0.25 0.45 Sector Weightings Single Stocks + B D Ticker A2M ABC ABP AGL ALG ALL ALQ ALU 0 ALX 1 AMC 2 AMP 3 ANN 4 ANZ 5 AOG 6 APA 7 API 8 APT 9 0 ARB 1 ASB 2 ASL 3 AST 24 ASX 5 AWC 26 AZI 27 BAL 28 BAP 29 BEN 30 BGA 31 BHP 32 BIN 33 BKL 34 BKW 35 RID Name a2 Milk Co Ltd Adelaide Brighton Ltd Abacus Property Group AGL Energy Ltd Ardent Leisure Group Ltd Aristocrat Leisure Ltd ALS Ltd Altium Ltd Atlas Arteria Ltd Amcor PLC AMP Ltd Ansell Ltd Australia & New Zealand Bankin Aveo Group APA Group Australian Pharmaceutical Indu Afterpay Touch Group Ltd Appen Ltd ARB Corp Ltd Austal Ltd Ausdrill Ltd AusNet Services ASX Ltd Alumina Ltd Aurizon Holdings Ltd Bellamy's Australia Ltd Bapcor Ltd Bendigo & Adelaide Bank Ltd Bega Cheese Ltd BHP Group Ltd Bingo Industries Ltd Blackmores Ltd Brickworks Ltd Roralitd Sector Weightings Single Stocks Market Cap 6,757,391,882.232 1,300,541,270.589 1,699,701,129.84 8,420,798,902.425 330,372,322.935 12,510,739,728.576 2,521,824,988.732 3,240,894,720.382 3,829,374,774.312 15,817,322,201.50 3,649,386,995.154 2,456,151,876.891 50,813,598,408.82 827,219,467.864 8,680,840,025.67 425,249,669.061 5,419,993,879.812 2,059,867,050.864 989,386,691.925 1,026,381,472.33 958,393,644.832 4,437,739,379.511 11,146,253,614.045 4,218,226,995.506 7,862,541,978.816 624,610,065.44 1,279,964,339.808 3,537,779,177.772 581,611,892.13 72,106,528,761.767 985,261,461.09 839,218,069.932 1,600,045,728.12 3.379 1R9.545.737 F Weight GICS 0.57 % Consumer Staples 0.07% Materials 0.08 % Real Estate 0.72 % Utilities 0.02 % Consumer Discretionary 1.06 % Consumer Discretionary 0.22% Industrials 0.25% Information Technology 0.32 % Industrials 0.96 % Materials 0.31 % Financials 0.21 % Health Care 4.42% Financials 0.05 % Real Estate 0.74 % Utilities 0.03% Health Care 0.33 % Information Technology 0.15 % Information Technology 0.07% Consumer Discretionary 0.08 % Industrials 0.06% Materials 0.18% Utilities 0.95 % Financials 0.29 % Materials 0.67 % Industrials 0.04 % Consumer Staples 0.11 % Consumer Discretionary 0.30 % Financials 0.05% Consumer Staples 6.14 % Materials 0.05 % Industrials 0.05% Consumer Staples 0.07 % Materials 0.79% Materials + English (United Kingdom) Focus 3 B 1 L'I 11 B1 4 x fx Name B 34 KW 35 BLD 36 BOQ 37 BPT 38 BRG 39 BSL 40 BVS 41 BWP 42 BXB 43 CAR 44 CBA 45 CCL 46 CCP 47 CGC 48 CGF 49 CHC 50 CIM 51 CLW 52 CMW 53 CNU 54 COE 55 COH 56 COL 57 CPU 58 COR 59 CSL 60 CSR 61 CTD 62 CTX 63 CUV 64 CWN 65 CWY 66 CYB 6 DHG 68 OMP BTCRWORST Boral Ltd Bank of Queensland Ltd Beach Energy Ltd Breville Group Ltd BlueScope Steel Ltd Bravura Solutions Ltd BWP Trust Brambles Ltd carsales.com Ltd Commonwealth Bank of Australia Coca-Cola Amatil Ltd Credit Corp Group Ltd Costa Group Holdings Ltd Challenger Ltd Charter Hall Group CIMIC Group Ltd Charter Hall Long Wale REIT Cromwell Property Group Chorus Ltd Cooper Energy Ltd Cochlear Ltd Coles Group Ltd Computershare Ltd Charter Hall Retail REIT CSL Ltd CSR Ltd Corporate Travel Management Lt Caltex Australia Ltd Clinuvel Pharmaceuticals Ltd Crown Resorts Ltd Cleanaway Waste Management Ltd CYBG PLC Domain Holdings Australia Ltd Domino's Pizza Enterprises Ltd Sector Weightings Single Stocks D 1,000,045,720.TZ 3,379,189,545.732 2,472,907,759.405 3,720,844,487.376 1,433,537,620.20 4,320,730,473.822 777,720,191.724 1,670,360,923.152 12,054,112,295.92 2,669,513,943.618 93,702,842,887.68 5,307,230,596.00 1,079,676,566.892 726,003,470.89 2,675,167,478.193 4,002,701,692.977 6,705,923,562.828 1,464,120,546.252 2,153,860,455,4285 1,363,628,145.264 621,026,466.633 8,498,642,233.032 12,682,186,073.05 5,577,977,565.556 1,293,443,345.865 73,099,385,817.192 1,324,046,684.239 1,307,294,147.787 4,051,841,919.195 868,807,020.719 5,477,988,820.808 2,789,308,432.484 2,448,107,211.472 1,285,005,954.896 2,460,116,053,296 E URUT ME 0.29 % Materials 0.21 % Financials 0.24 % Energy 0.09% Consumer Discretionary 0.37 % Materials 0.07 % Information Technology 0.11% Real Estate 1.03 % Industrials 0.22 % Communication Services 7.94 % Financials 0.32 % Consumer Staples 0.09% Financials 0.06 % Consumer Staples 0.21 % Financials 0.34 % Real Estate 0.17 % Industrials 0.10 % Real Estate 0.13 % Real Estate 0.06 % Communication Services 0.05% Energy 0.72 % Health Care 0.92 % Consumer Staples 0.44 % Information Technology 0.09 % Real Estate 6.22% Health Care 0.12 % Materials 0.08 % Consumer Discretionary 0.36% Energy 0.07% Health Care 0.25% Consumer Discretionary 0.23 % Industrials 0.13% Financials 0.04 % Communication Services 0.15 X Consumer Discretionary + + 2 Here is the background information on your task Your Super is a superannuation firm that mostly manages money for people over the age of 75. The firm manages AUD$1 billion in their flagship fund called the YourSuper Fund. Their investment mandate dictates that the fund is benchmarked to the ASX200, meaning that in order to be considered a well performing fund, it needs to produce returns that are in-line with ASX200 returns In recent months, the fund has underperformed the market substantially due to the managers implementing a strategy of being overweight Financials and underweight Resources in the ASX200. Whilst the fund is mostly made up of equities, they do have a mandate to hold bonds, currencies and commodities in order to add alpha and at times, protect the fund from downside movements in global markets Due to the recent underperformance of the YourSuper Fund, the company is now looking to outsource advice on how to track the ASX200 going forward. 3 Here is your task Your task is to advise the client on how they should be positioned in order to track the performance of the ASX200 into year-end. You must invest the total YourSuper Fund AUM (AUD$1 billion) The format in which this 1.5-page word document is to be delivered to client must include the below: 1. Your rating of each of the following sectors (overweight, underweight or neutral); a. Financials b. Materials c. Healthcare d. Real Estate e.Consumer Discretionary f. Energy g. Consumer Staples h. Information Technology 1. Telecommunication Services j. Utilities 2. Your rationale for that rating, which may include, but not limited to, any: a. Macroeconomic trends or factors you consider relevant b. Microeconomic trends or factors you consider relevant Stuck? Have a qui Click here to get per 3. Your rationale for investing or not investing in bonds, currencies and commodities, JVC lask 1 - Data sheet (V2 w Home Insert Draw Page Layout Formulas Data Review View Telli Calibri (Body) v 11 ' ' % v EACH Paste BIU a Av Number C4 x V x 5 D E F Sector Weight (% 32 Subsector weight (%) 23 5 4 18 14.5 1.2 1.3 1 9.5 6.5 3 8.5 5.12 2.5 0.88 8 + 1 Sectors & Subsectors 2 Finandals 3 Banks 4 Diversified Financials 5 Insurance 6 Materials 7 Metals and Mining 8 Consruction 9 Packaging 10 Chemicals 11 Health Care 12 Pharmaceuticals 13 Health Care Equipment 14 Industrials 15 Transportation 16 Commerical and Proffesional Services 17 Capital Goods 18 Real Estate 19 REITS 20 Real Estate Management and Development 21 Consumer Discretionary 22 Retail 23 Consumer Services 24 Auto 25 Durables 26 Consumer Staples 27 Food Retailing 28 Food, Beverage and Tabacco 29 Household & Personal Products 30 Energy 31 Oil, Gas and Consumables 32 Energy Equipment 33 Communication Services 34 Telecommunication Services 35 Media & Entertainment 36 Utilities 37 Gas 38 Multi 39 Electric 7.5 0.5 6.5 3.25 3 0.15 0.1 6 3.85 2.1 0.05 5.5 5 0.5 4 3 1 2 0.8 0.25 0.45 Sector Weightings Single Stocks + B D Ticker A2M ABC ABP AGL ALG ALL ALQ ALU 0 ALX 1 AMC 2 AMP 3 ANN 4 ANZ 5 AOG 6 APA 7 API 8 APT 9 0 ARB 1 ASB 2 ASL 3 AST 24 ASX 5 AWC 26 AZI 27 BAL 28 BAP 29 BEN 30 BGA 31 BHP 32 BIN 33 BKL 34 BKW 35 RID Name a2 Milk Co Ltd Adelaide Brighton Ltd Abacus Property Group AGL Energy Ltd Ardent Leisure Group Ltd Aristocrat Leisure Ltd ALS Ltd Altium Ltd Atlas Arteria Ltd Amcor PLC AMP Ltd Ansell Ltd Australia & New Zealand Bankin Aveo Group APA Group Australian Pharmaceutical Indu Afterpay Touch Group Ltd Appen Ltd ARB Corp Ltd Austal Ltd Ausdrill Ltd AusNet Services ASX Ltd Alumina Ltd Aurizon Holdings Ltd Bellamy's Australia Ltd Bapcor Ltd Bendigo & Adelaide Bank Ltd Bega Cheese Ltd BHP Group Ltd Bingo Industries Ltd Blackmores Ltd Brickworks Ltd Roralitd Sector Weightings Single Stocks Market Cap 6,757,391,882.232 1,300,541,270.589 1,699,701,129.84 8,420,798,902.425 330,372,322.935 12,510,739,728.576 2,521,824,988.732 3,240,894,720.382 3,829,374,774.312 15,817,322,201.50 3,649,386,995.154 2,456,151,876.891 50,813,598,408.82 827,219,467.864 8,680,840,025.67 425,249,669.061 5,419,993,879.812 2,059,867,050.864 989,386,691.925 1,026,381,472.33 958,393,644.832 4,437,739,379.511 11,146,253,614.045 4,218,226,995.506 7,862,541,978.816 624,610,065.44 1,279,964,339.808 3,537,779,177.772 581,611,892.13 72,106,528,761.767 985,261,461.09 839,218,069.932 1,600,045,728.12 3.379 1R9.545.737 F Weight GICS 0.57 % Consumer Staples 0.07% Materials 0.08 % Real Estate 0.72 % Utilities 0.02 % Consumer Discretionary 1.06 % Consumer Discretionary 0.22% Industrials 0.25% Information Technology 0.32 % Industrials 0.96 % Materials 0.31 % Financials 0.21 % Health Care 4.42% Financials 0.05 % Real Estate 0.74 % Utilities 0.03% Health Care 0.33 % Information Technology 0.15 % Information Technology 0.07% Consumer Discretionary 0.08 % Industrials 0.06% Materials 0.18% Utilities 0.95 % Financials 0.29 % Materials 0.67 % Industrials 0.04 % Consumer Staples 0.11 % Consumer Discretionary 0.30 % Financials 0.05% Consumer Staples 6.14 % Materials 0.05 % Industrials 0.05% Consumer Staples 0.07 % Materials 0.79% Materials + English (United Kingdom) Focus 3 B 1 L'I 11 B1 4 x fx Name B 34 KW 35 BLD 36 BOQ 37 BPT 38 BRG 39 BSL 40 BVS 41 BWP 42 BXB 43 CAR 44 CBA 45 CCL 46 CCP 47 CGC 48 CGF 49 CHC 50 CIM 51 CLW 52 CMW 53 CNU 54 COE 55 COH 56 COL 57 CPU 58 COR 59 CSL 60 CSR 61 CTD 62 CTX 63 CUV 64 CWN 65 CWY 66 CYB 6 DHG 68 OMP BTCRWORST Boral Ltd Bank of Queensland Ltd Beach Energy Ltd Breville Group Ltd BlueScope Steel Ltd Bravura Solutions Ltd BWP Trust Brambles Ltd carsales.com Ltd Commonwealth Bank of Australia Coca-Cola Amatil Ltd Credit Corp Group Ltd Costa Group Holdings Ltd Challenger Ltd Charter Hall Group CIMIC Group Ltd Charter Hall Long Wale REIT Cromwell Property Group Chorus Ltd Cooper Energy Ltd Cochlear Ltd Coles Group Ltd Computershare Ltd Charter Hall Retail REIT CSL Ltd CSR Ltd Corporate Travel Management Lt Caltex Australia Ltd Clinuvel Pharmaceuticals Ltd Crown Resorts Ltd Cleanaway Waste Management Ltd CYBG PLC Domain Holdings Australia Ltd Domino's Pizza Enterprises Ltd Sector Weightings Single Stocks D 1,000,045,720.TZ 3,379,189,545.732 2,472,907,759.405 3,720,844,487.376 1,433,537,620.20 4,320,730,473.822 777,720,191.724 1,670,360,923.152 12,054,112,295.92 2,669,513,943.618 93,702,842,887.68 5,307,230,596.00 1,079,676,566.892 726,003,470.89 2,675,167,478.193 4,002,701,692.977 6,705,923,562.828 1,464,120,546.252 2,153,860,455,4285 1,363,628,145.264 621,026,466.633 8,498,642,233.032 12,682,186,073.05 5,577,977,565.556 1,293,443,345.865 73,099,385,817.192 1,324,046,684.239 1,307,294,147.787 4,051,841,919.195 868,807,020.719 5,477,988,820.808 2,789,308,432.484 2,448,107,211.472 1,285,005,954.896 2,460,116,053,296 E URUT ME 0.29 % Materials 0.21 % Financials 0.24 % Energy 0.09% Consumer Discretionary 0.37 % Materials 0.07 % Information Technology 0.11% Real Estate 1.03 % Industrials 0.22 % Communication Services 7.94 % Financials 0.32 % Consumer Staples 0.09% Financials 0.06 % Consumer Staples 0.21 % Financials 0.34 % Real Estate 0.17 % Industrials 0.10 % Real Estate 0.13 % Real Estate 0.06 % Communication Services 0.05% Energy 0.72 % Health Care 0.92 % Consumer Staples 0.44 % Information Technology 0.09 % Real Estate 6.22% Health Care 0.12 % Materials 0.08 % Consumer Discretionary 0.36% Energy 0.07% Health Care 0.25% Consumer Discretionary 0.23 % Industrials 0.13% Financials 0.04 % Communication Services 0.15 X Consumer Discretionary + +