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need help for C,D and E Theme: Fintech theme is FINTECH (TOTAL: 35 marks) 1. Fund Theme and Investment Objectives Based on your analysis of

need help for C,D and E
Theme: Fintech
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theme is FINTECH
image text in transcribed
(TOTAL: 35 marks) 1. Fund Theme and Investment Objectives Based on your analysis of the current investment trends, you are to decide on the theme and the objectives for the new unit trust fund. (Note: The rest of the report should follow the theme of the fund strictly, therefore, choose wisely). a) Choose a current investment trend that will be used to form the theme of your proposed Fund's investment portfolio. Discuss your rationales critically with evidence (Note: The theme that you have chosen would set the tide for the whole report. (15 marks) b) Based on the investment theme you have identified in part (a) above, suitable Fund name that would create an impression to the public. suggest a (5 marks) c) State your Fund's investment objectives. (5 marks) d) Determine your targeted asset allocation with justifications. (5 marks) evaluation e) Determine the benchmark(s) to be used in your Fund's performance with justifications, market index (5 marks) The proposal to create a new Unit Trust Fund You are all part of the investment committee members of Sunway Mutual Fund Corporation (SMFC). SMFC is a prominent unit trust company in Malaysia, and it currently manages over 20 types of funds with a total net asset value (NAV) of RM10 billion. Presently, you are tasked to develop a new open-end unit trust fund, with a theme that is based on the emerging trends either in the current social awareness trend, business scenario, or investment market. You are required to prepare a detailed report of your proposed investment strategic plan, which will be presented to the board of directors for review and approval. Your report generally must include the following: 1. Fund Theme and Investment Objectives 2. Securities Selection and Portfolio Construction 3. Portfolio Management. In order to assist you in the preparation for your report, you are required to answer the following questions with full details and comprehensive analysis conducted. (TOTAL: 35 marks) 1. Fund Theme and Investment Objectives Based on your analysis of the current investment trends, you are to decide on the theme and the objectives for the new unit trust fund. (Note: The rest of the report should follow the theme of the fund strictly, therefore, choose wisely). a) Choose a current investment trend that will be used to form the theme of your proposed Fund's investment portfolio. Discuss your rationales critically with evidence (Note: The theme that you have chosen would set the tide for the whole report. (15 marks) b) Based on the investment theme you have identified in part (a) above, suitable Fund name that would create an impression to the public. suggest a (5 marks) c) State your Fund's investment objectives. (5 marks) d) Determine your targeted asset allocation with justifications. (5 marks) evaluation e) Determine the benchmark(s) to be used in your Fund's performance with justifications, market index (5 marks) The proposal to create a new Unit Trust Fund You are all part of the investment committee members of Sunway Mutual Fund Corporation (SMFC). SMFC is a prominent unit trust company in Malaysia, and it currently manages over 20 types of funds with a total net asset value (NAV) of RM10 billion. Presently, you are tasked to develop a new open-end unit trust fund, with a theme that is based on the emerging trends either in the current social awareness trend, business scenario, or investment market. You are required to prepare a detailed report of your proposed investment strategic plan, which will be presented to the board of directors for review and approval. Your report generally must include the following: 1. Fund Theme and Investment Objectives 2. Securities Selection and Portfolio Construction 3. Portfolio Management. In order to assist you in the preparation for your report, you are required to answer the following questions with full details and comprehensive analysis conducted

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