Before addressing the related questions you will need to complete the following steps:
\nStep 1: Go to ASX (n.d.). (Links to an external site.) (Australian Securities Exchange) website and select:
\none fund from A-REITS
\none fund from Infrastructure Funds
\ntwo funds from ETF & ETCs.
\nMake sure these funds have been in the market for at least 30 months (July 2016 to February 2019). In addition, use the following criteria in your selection:
\nA) A-REITS: Use the first alphabet in your first nameto select the A-REITS with the same
\nalphabet, i.e. if you name is Michelle, then you could select either MPS, MGR or MIX. If
\nyour name is Henry and there is no fund starting with H on the list, then go to the next
\nalphabet in the sequence, i.e. you could choose either IEF, IOF or ILF.
\nB) Infrastructure Fund: Any fund of your own choice.
\nC) International \/ Strategy ETF: Select one from either \u2013 International ETFs, International
\nSector ETFS, Cash & Currency ETFs, Fixed Income ETFs or Commodity ETF & ETCs.
\nStep 2: Form a portfolio and apply the following allocation:
\nAllocation
\na)
\nA-REITS
\nb)
\nInfrastructure
\nc)
\nInternational \/ strategy ETF
\nd)
\nCash
\n25% 20% 45% 10%
\nAllocation (2019) created by Swinburne Online
\nQuestion 1
\n500 words
\nIdentify the top three assets owned by the Infrastructure fund selected from B) Infrastructure, over the last two financial years. This information is available from the annual reports of the fund or DatAnalysis.
\n(i) Justify your decision as to why you have selected the fund from the list in C) International ETF. What makes you choose this fund over the others?
\n(ii) Identify three potential factors that might influence the performance of the fund over the next 12 months.
\nNote: There are thousands of events happening in the market every day and financial markets are closely integrated. The factors you have selected must have a direct impact to the fund of your choice. Otherwise one could relate the typhoon in Brisbane to the flap of a butterfly\u2019s wings in Brazil.
\nQuestion 2
\n400 words
\nDownload their monthly closing prices for the last 31 months (from DatAnalysis or Yahoo! Finance).
\nUsing ASX S&p200 as the benchmark of your portfolio\u2019s return, measure the performance of the
\nreturn of your portfolio:
\nCalculate the excess return of your portfolio.
\nCalculate the absolute tracking error of your portfolio over the period.
\nDiscuss your observation from (1) and (2).
\nQuestion 3
\n400 words
\nInvestigate, over the last two years, how much your investment portfolio is influenced by:
\nthe return and volatility of the AUD\/USD exchange rate
\nthe best allocation across these 3 funds if you wish to lower your overall return to total risk by 1%?<\/p>\n","protected":false},"excerpt":{"rendered":"
Before addressing the related questions you will need to complete the following steps: Step 1: Go to ASX (n.d.). (Links to an external site.) (Australian\u2026<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8827,10099,10540,10536,10892,10538,10539,10537,10891],"tags":[10549,10616,10615,7687,10627,8857,10552,10295,10548,10622,8907],"class_list":["post-130532","post","type-post","status-publish","format-standard","hentry","category-australia-essays","category-buy-essay","category-cheap-essay-writers","category-get-assignments-done","category-page-paper","category-phd-essay-writers","category-research-paper-writing-service-for-any-topic","category-study-bay-essay","category-write-my-assignment-ireland","tag-ai-plagiarism-free-essay-writing-tool","tag-australian-best-tutors","tag-best-trans-tutors","tag-buy-essay-uk","tag-cheap-dissertation-writer","tag-help-with-writing-an-essay","tag-help-write-my-paper-ai-free","tag-homework-for-you","tag-online-essay-writers","tag-phd-essays","tag-write-my-essay-for-me"],"_links":{"self":[{"href":"https:\/\/www.studyproessays.com\/help\/wp-json\/wp\/v2\/posts\/130532","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.studyproessays.com\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.studyproessays.com\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.studyproessays.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.studyproessays.com\/help\/wp-json\/wp\/v2\/comments?post=130532"}],"version-history":[{"count":0,"href":"https:\/\/www.studyproessays.com\/help\/wp-json\/wp\/v2\/posts\/130532\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.studyproessays.com\/help\/wp-json\/wp\/v2\/media?parent=130532"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.studyproessays.com\/help\/wp-json\/wp\/v2\/categories?post=130532"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.studyproessays.com\/help\/wp-json\/wp\/v2\/tags?post=130532"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}