Investment trust management

Business & Finance, Finance & Investing, Finance
Cover of the book Investment trust management by Kim Clay, GRIN Verlag
View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart
Author: Kim Clay ISBN: 9783656615163
Publisher: GRIN Verlag Publication: March 14, 2014
Imprint: GRIN Verlag Language: English
Author: Kim Clay
ISBN: 9783656615163
Publisher: GRIN Verlag
Publication: March 14, 2014
Imprint: GRIN Verlag
Language: English

Research Paper (postgraduate) from the year 2012 in the subject Business economics - Investment and Finance, grade: B, University of Kent, language: English, abstract: This report sheds light on evaluation on a balanced type fund - Investment Trust combined with investment and portfolio theories. Past performance in respect to capital gains, dividends yield and interest income of the portfolio has been calculated, measured and discussed. Although the fund had achieved higher return yield compared to that of FTSE ALL SHARE INDEX for the corresponding investment period, it still suffered from a series of deficiencies in terms of asset allocation proportion and investment type selection which may not comply with its aims of maximizing income without impacting unduly on long term capital returns. This report has also identified and measured both systematic risk and unsystematic risk of the Investment Trust and provided recommendations for proper changes to the existing portfolio so as to better realize its investment aims.

View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart

Research Paper (postgraduate) from the year 2012 in the subject Business economics - Investment and Finance, grade: B, University of Kent, language: English, abstract: This report sheds light on evaluation on a balanced type fund - Investment Trust combined with investment and portfolio theories. Past performance in respect to capital gains, dividends yield and interest income of the portfolio has been calculated, measured and discussed. Although the fund had achieved higher return yield compared to that of FTSE ALL SHARE INDEX for the corresponding investment period, it still suffered from a series of deficiencies in terms of asset allocation proportion and investment type selection which may not comply with its aims of maximizing income without impacting unduly on long term capital returns. This report has also identified and measured both systematic risk and unsystematic risk of the Investment Trust and provided recommendations for proper changes to the existing portfolio so as to better realize its investment aims.

More books from GRIN Verlag

Cover of the book Die Auswahl der politischen Elite als Aufgaben- und Problembereich der Parteiendemokratie in Deutschland by Kim Clay
Cover of the book Religiöse Toleranz unter Friedrich II. von Preußen by Kim Clay
Cover of the book Entwicklung von Wahrnehmungs- und kognitiven Fähigkeiten im Fußball by Kim Clay
Cover of the book Kriminalität und Strafrecht in Japan by Kim Clay
Cover of the book Bakunins Staatlichkeit und Anarchie im 21. Jahrhundert by Kim Clay
Cover of the book Sekundäranalytische Reflexion einer qualitativen empirischen Arbeit by Kim Clay
Cover of the book Berufsbilder, Qualifikationsanforderungen und Arbeitsmarktsituation im Bereich Multimedia by Kim Clay
Cover of the book Ernst Cassirer, Die Sprache: Nur Werkzeug zur Verständigung oder Teil eines größeren Bedeutungszusammenhanges? by Kim Clay
Cover of the book Probleme der Normierung der kroatischen Standardsprache by Kim Clay
Cover of the book Rechtsprechung des Europäischen Gerichtshofs zur Niederlassungsfreiheit by Kim Clay
Cover of the book The Use of Mythological Elements in 'The Chronicles of Narnia' by C. S. Lewis by Kim Clay
Cover of the book Kollision von Globalabtretung und verlängertem Eigentumsvorbehalt by Kim Clay
Cover of the book Beyond Budgeting - Spezielle Fragen des operativen und strategischen Controlling by Kim Clay
Cover of the book Rhetorik in der Politik - Ausschnitte - by Kim Clay
Cover of the book Das Sokratesbild in Xenophons Schriften (Memorabilien und Symposion) by Kim Clay
We use our own "cookies" and third party cookies to improve services and to see statistical information. By using this website, you agree to our Privacy Policy