Reference no: EM132587931
AF3S147 Principles of Corporate Finance Assignment - University of South Wales, UK
Assessment Task - This is an INDIVIDUAL assignment and accounts for 50% of the module mark.
Part 1 - Each student will adopt the role of a manager in Fund Management Plc in the UK. Each student need to invest the sum of £1.2m on 9th October 2017. The purpose of this investment is to maximise the value of the investment portfolio over the following five weeks.
The report must be 1500 words and include the following
1. Each student should create an initial portfolio of £1.2 million on the 9th of October. The initial investment must be spread equally between three different subsectors, one from each of the main market sectors given below.
2. By considering company reports and any other factors that is considered relevant and important, choose companies to invest in and a rationale must be provided for the chosen FTSE 250 companies.
3. Each student needs to follow and record the performance of the shares for a period of five weeks staring from the 9th of October
4. All shares need to be sold on the closing price on the 10th of November.
5. It must be assumed that there is no tax or selling costs. On buying and selling shares, you need not maintain the portfolio spread between companies and sectors as indicated at the outset but may allocate the money as you think best, although still within the main heading that they have been allocated.
Sectors 1-3 listed below. Alternative Investment Market (AIM) listed companies may be used if they cover the correct sector.
Sector1 Transport & Leisure including:-
Aerospace & Defence
Automobiles & Parts
Transport
Food &Beverages
Travel & Leisure
Sector2 Finance including:-
Banks
Finance General
Real Estate
Insurance
Investment Companies
Sector3 Chemicals & General including:-
Chemicals
Pharmaceuticals & Biotech
Health Care Equipment & Services
Support Services
Tobacco
Part 2 - In addition each student must produce a
An economic report which analyses the current situation as at the end of October 2017 (750 words).
A sectorial report on each of the three main market sectors listed above (750 words).
Attachment:- Principles of Corporate Finance Assignment File.rar