Carefully select two mixed funds of your own choice. The first should have a very high, positive performance record, the second a loss- making performance record. Then answer the following questions:

Why have the funds performed so well/badly? Consider the following perspectives:

o Political o Macro-Economic o Sector o Internal Factors and policies

• Provide financial analysis, together with ratios, and risk and return values.

• Use articles/trade comments to support your case.

• What recommendations would you offer to improve

  performance?

The aim of the assessment is to demonstrate a thorough grasp of the concepts of portfolio management

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