Mixed Funds Performance Analysis
Carefully select two mixed funds of your own choice. The first should have a very high, positive performance record, the second a lossmaking performance record. Then answer the following questions:
• Why have the funds performed so well/badly? Consider the following perspectives:
o Political
o Macro-Economic
o Sector
o Internal Factors and policies
- Provide financial analysis, together with ratios, and risk andreturn values.
- Use articles/trade comments to support your case.
- What recommendations would you offer to improve
performance?
