Question
Hi Could i have some help please with this one as I need some guidance as i don't use excel much. Present Bruce and Wayne
Hi Could i have some help please with this one as I need some guidance as i don't use excel much.
Present Bruce and Wayne with a spreadsheet that shows:
(1) The overall weighted return achieved by investors by investing as per Bruce and Wayne's risk profile,
(2) The overall weighted return by investing in the BCG Balanced Fund, and
(3) The overall weighted return achieved by investing in the BCG Growth Fund.
You are to use the performance figures detailed above.
Showcase questions in excel spreadsheet for below
- Using Excel, the data provided on the previous page, and the excel spreadsheet provided as part of this assessment, assuming Bruce and Wayne were to invest the $980,000 as per their target asset allocation, use formulas to calculate:
- The dollar amount allocated to each asset class
- The weighted return for each asset class (as a percentage)
- The weighted return for each asset class (as a dollar value)
Note: You are required to enter the correct formula into the highlighted cells of the spreadsheet provided.This assessment is about using Excel formulas to calculate the results of this scenario:
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