Your group has been assigned the National Bank Financial

The stock market is commonly categorized into style factors (listed below) corresponding to different investment strategies. You must review the mutual fund offerings of the bank/mutual fund company you have been assigned and find the funds that fit into these style factors.

 

Give a brief explanation of the objective each fund you identify and why you are assigning it to this style factor, as some may not be obvious. Note that it is possible that your company may not provide an offering in this area. If this is the case, please state clearly that there is no offering corresponding to this style factor (if you are wrong and there is an offering in this area you will be penalized marks, so be sure).

 

Equities

• High Beta
• Low Beta
• Mega Capitalization
• Large Capitalization
• Mid Capitalization
• Small Capitalization
• Cyclicals
• Secular Growers
• Dividend Yield
• Defensives
• Momentum
• Value
• Growth
• Quality
• Geographic

Continued

Bonds

2. Short Duration
4. Medium Duration
6. Long Duration

You are expected to produce a report that you would be happy to provide a superior at work or to a client. A polished report with appropriate graphics etc. is expected and will usually result in better marks. Think of this report as sales/marketing material your company would release to clients.