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Theme: Fintech (Please help me out) Assignment instruction (TOTAL: 35 marks) 1. Fund Theme and Investment Objectives Based on your analysis of the current investment
Theme: Fintech
Assignment instruction (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 (15 marks) report. b) Based on the investment theme you have identified in part (a) above, suggest a suitable Fund name that would create an impression to the public. (5 marks) c) State your Fund's investment objectives. (5 marks) d) Determine your targeted asset allocation with justifications. (5 marks) e) Determine the benchmark(s) to be used in your Fund's performance evaluation with justifications. (5 marks) Assignment instruction (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 (15 marks) report. b) Based on the investment theme you have identified in part (a) above, suggest a suitable Fund name that would create an impression to the public. (5 marks) c) State your Fund's investment objectives. (5 marks) d) Determine your targeted asset allocation with justifications. (5 marks) e) Determine the benchmark(s) to be used in your Fund's performance evaluation with justifications (Please help me out)
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