OUbs003224 Investment Management Assignment

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OUbs003224 Investment Management - Open University of Mauritius

Question 1: Assess the trends and issues in the global and Mauritian fund management industry.

Question 2: Spearman Domestic Equity Fund sells two types of share, B+ and B++. B+ shares are sold with front-end load fee of 6% whilst Type B++ shares are not subject to front-end load fee but are charged to investment management fee of 2% per annum as well as exit (back-end load) fee that start at 15% and reduce by 3% for each full year the investor holds the portfolio (until the 5th year). The annual rate of return for both types of share is 17%.

(a) Calculate the value of a Rs 50,000 investment made by investor Mr Smith in Type B+ shares if the shares are disposed after (i) one year and (ii) 4 years.

(b) Calculate the value of a Rs 50,000 investment made by investor Mrs Willow in Type B++ shares if the shares are disposed after (i) one year and (ii) 4 years.

Attachment:- Assignment - Investment Management.rar

Reference no: EM133026572

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