Select Balanced Fund DSP Equity & Bond Fund and Index fund Ishares Core S&P 500 ETF. The first should have a very high, positive performance record, the second a loss- making 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 and return values.
• Use articles/trade comments to support your case.
• What recommendations would you offer to improve performance?
Sample Solution
