Question
Go to the dollarDex website and under the tab Tools click on Fund Finder. Under Fund manager, choose LionGlobal. Focus on the following three bond
Go to the dollarDex website and under the tab Tools click on Fund Finder. Under Fund manager, choose LionGlobal. Focus on the following three bond funds: 1. LionGlobal Asia Bond Fund USD 2. LionGlobal Short Duration Bond Fund A SGD 3. LionGlobal Singapore Fixed Income Investment A a) For each of the following characteristics, assess and rank the funds. You may use theory as well as data (show in a table) from the website to support your ranking. Use the following format: i) Risk: Ranking: (Highest to lowest) Fund XX, Fund XX, Fund XX Evidence: Show data to support your ranking. Explanation: ii) Return Ranking: (Highest to lowest) Fund XX, Fund XX, Fund XX Evidence: Show data to support your ranking. Explanation: iii) Investment attractiveness: Ranking: (Highest to lowest) Fund XX, Fund XX, Fund XX Evidence: Show data to support your ranking. Explanation: (Assume high inflation expectations over the next 2 years. The investor is an executive in his early thirties who invests in bonds to diversify his portfolio which is predominantly invested in equity.)
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