Reference no: EM133138692

Questions -

Q1. Khala invests her P999,982.50 to a mutual fund with the mutual fund's net asset value at P25.50 and the fund sells P3 higher. If the fund charges a 1 percent exit fee, how much is the money to be collected after the period?

Q2. Riley invests to a 7-year mutual fund. She invests P50,000 that has a net asset value of P1.25 per share. The fund charges a 1.5 percent entry fee. The market prices are as follows:

Year 1 @ P1.50

Year 2 @ P1.34

Year 3 @ P1.60

Year 4 @ P1.50

Year 5 @ P1.54

Year 6 @ P1.58

Year 7 @ P1.60

How much to be collected by Riley?

Q3. You analyze the prospects of several companies and come to the following conclusions about the required return on each:

Stock Required Return

Vanya Inc. 20%

Allison Companies 10%

Klaus Companies 16%

Diego Companies 15%

You decide to invest P14,000 in Vanya, P6,000 in Allison, P22,000 in Klaus, and P23,000 in Diego. What is the required return on your portfolio?