Investment Portfolio
Analysis of the past performance of the fund: By, measuring and discussing the fund’s performance (capital, dividend and interest) from the portfolio inception date to your chosen commencement date.
To identify and where appropriate measure, the main risks inherent in the portfolio which could stop the fund meeting its objectives.
Your discussion and analysis should centre on stock specific, asset allocation and measurement risks.
Outline key recommendations for changes to the existing portfolio with consideration given to key investment theories.
