Reference no: EM133112764
The assignment should include an Excel spreadsheet with linked cells to document your calculations and a discussion (either in Word or included in the Excel spreadsheet) comparing and contrasting the investment performance of the portfolios.
Assignment Instructions
In summary, the task is to examine and compare the performance of three investment portfolios with respect to rate of return and price volatility. Each of the three portfolios is made up of two investment funds. You will assess ten years of historical price information for three investment funds and combine these into the three investment portfolios as follows:
Portfolio One Portfolio Two Portfolio Three
Canadian Fixed income Fund Canadian Equity Fund Canadian Fixed Income Fund
Canadian Equity Fund Global Equity Fund Global Equity Fund
To access each fund's ten-year performance record, use the following link:
Morningstar.ca.ca
Click: Funds
Tools
Fund Screener
Morningstar Category
In Morningstar Category, choose one fund with a ten-year performance history from each of the following three groups:
Canadian Corporate Fixed Income
Canadian Focused Equity
Global Equity
As an example, the following is a Global Equity fund I have chosen that has been operating since 2006.
https://www.morningstar.ca/ca/report/fund/performance.aspx?t=0P0000NCQK&fundservcode=undefined&lang=en-CA#:~:text=-14.90,10.44
The relevant data to extract is the latest ten-year performance history which for this fund is:
|
2011
|
(14.90)
|
|
2012
|
12.65
|
|
2013
|
7.77
|
|
2014
|
2.02
|
|
2015
|
1.19
|
|
2016
|
6.90
|
|
2017
|
17.14
|
|
2018
|
(1.51)
|
|
2019
|
14.50
|
|
2020
|
(4.94)
|
|
Average
|
4.08
|