Portfolio Management

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