Question
CI income Growth SEI Canadian Equity Growth Dynamic real retun Bond Altamira Japanese opportunity Excel BRIC Emerging markets Equity Funded Catergory canadaian balanced canadian equity
CI income Growth | SEI Canadian Equity Growth | Dynamic real retun Bond | Altamira Japanese opportunity | Excel BRIC Emerging markets Equity | |
Funded Catergory | canadaian balanced | canadian equity | fixed income | speciality equity | speciality equity |
3 year return % | 7.71% | 5.29% | 5.15% | 5.62% | 8.87% |
5 year return% | 8.85% | 10.75% | 5.55% | 9.77% | 13.81% |
2009 return% | 15.15% | 26.27% | 8.12% | 32.38% | 18.30% |
2010 return% | 6.20% | 13.05% | 4.23% | 2.28% | 25.08% |
2011 return% | 3.39% | -7.22% | 9.49% | -11.85% | -13.55% |
2012 retun % | 4.57% | 8.18% | 1.02% | 23.94% | 12.20% |
2013 retun % | 15.59% | 18.47% | 5.12% | 7.84% | 33.05% |
# up years | 8 | 7 | 9 | 7 | 6 |
# down years | 2 | 3 | 1 | 3 | 4 |
Standard deviation | 5.92 | 12.73 | 3.34 | 17.57 | 17.76 |
Sarah inherited money from her grandmother and wants to invest it for her retirement, which is 20+ years away. She has been a very disciplined saver, and has a large investment portfolio already, so the inherited money can be invested very aggressively. she has her current investments in canadian equity and fixed income funds, so she will invest this new money on funds that invest outside of canada to diversify her portfolio. since this monry was received unexpectedly sarah is comfortable with a high risk portfolio that focuses on max growth.
part A From the list of funds above select two funds that are most suitable. Clearly identify why the funds are suitable.
use data to justify recomendations
part b
from the list of funds above clearly indentify why the remiaing 3 funds are NOT suitable.Use data provided to justify answer.
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