Answered step by step
Verified Expert Solution
Link Copied!

Question

1 Approved Answer

Question 2 (this question has two parts (a) and (b)) (a) Having recently inherited some money from a distant relative, you are considering investing the

image text in transcribed
image text in transcribed
image text in transcribed
image text in transcribed
Question 2 (this question has two parts (a) and (b)) (a) Having recently inherited some money from a distant relative, you are considering investing the funds in financial assets. You are aware that financial assets exhibit four main attributes. List and discuss these attributes. In your answer give examples to explain your points. (Marks 4) (b) John is going to retire in 10 years. He is planning to build a retirement fund that he would like to receive at the end of 10 years from now. Company X offers a package of two investment opportunities - A1 and A2. John will have to make separate investments in A1 for 10 years and A2 for 5 years. The investment in A1 should start now, however the investment in A2 will start in 6th year. Both investments (A1 and A2) will mature at the same time at the end of 10th year. The details of the A1 and A2 investment plans are as follows: Investment A1: The required investment at present is $80,000.00 which will go through 4 following phases (phase 1 to 4) in next 10 years. At the end of each phase the entire fund will automatically be rolled over to the next phase for re-investment. The investment will mature at the end of phase 4. The 4 phases are as follows: Phase 1: During the first 2 years the investment will earn 12% p.a. simple interest, then roll over to phase 2; Phase 2: In the following 3 years the investment will earn 12% p.a. compounding monthly, then roll over to phase 3; Phase 3: In the following 3 years the investment will earn 8% p.a. compounding annually, then roll over to phase 4; Phase 4: The final 2 years of the investment will earn 10% return p.a. compounding daily. The investment matures at the end of phase 4. Investment A2: This investment is spread over 5 years. It will commence in the 6th year of the 10 year investment plan. A2 requires an investment of $10,481.00 at the end of each quarter for 5 years, which will earn a 12% p.a. return compounding quarterly Both investments in A1 and A2 will mature at the end of the 10th year. How much, in total, will John accumulate from both investment opportunities at the end of 10th year? Explain why the returns from each investment are different. (Assume 1 year = 12 months = 52 weeks = 365 days). (Marks 6)

Step by Step Solution

There are 3 Steps involved in it

Step: 1

blur-text-image

Get Instant Access to Expert-Tailored Solutions

See step-by-step solutions with expert insights and AI powered tools for academic success

Step: 2

blur-text-image

Step: 3

blur-text-image

Ace Your Homework with AI

Get the answers you need in no time with our AI-driven, step-by-step assistance

Get Started

Recommended Textbook for

Principles Of Financial Accounting

Authors: Jerry J. Weygandt, Michael J. Atkins, Donald E. Kieso, Paul D. Kimmel, Valerie Ann Kinnear, Barbara Trenholm, Joan E. Barlow

1st Canadian Edition

1118757149, 978-1118757147

More Books

Students also viewed these Finance questions

Question

Is this outcome fair?

Answered: 1 week ago

Question

What are the APPROACHES TO HRM?

Answered: 1 week ago

Question

What do you mean by dual mode operation?

Answered: 1 week ago

Question

Explain the difference between `==` and `===` in JavaScript.

Answered: 1 week ago

Question

How should a consultant be selected?

Answered: 1 week ago

Question

Why is a consulting contract needed?

Answered: 1 week ago