Investment trust management

Business & Finance, Finance & Investing, Finance
Cover of the book Investment trust management by Kim Clay, GRIN Verlag
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Author: Kim Clay ISBN: 9783656615163
Publisher: GRIN Verlag Publication: March 14, 2014
Imprint: GRIN Verlag Language: English
Author: Kim Clay
ISBN: 9783656615163
Publisher: GRIN Verlag
Publication: March 14, 2014
Imprint: GRIN Verlag
Language: English

Research Paper (postgraduate) from the year 2012 in the subject Business economics - Investment and Finance, grade: B, University of Kent, language: English, abstract: This report sheds light on evaluation on a balanced type fund - Investment Trust combined with investment and portfolio theories. Past performance in respect to capital gains, dividends yield and interest income of the portfolio has been calculated, measured and discussed. Although the fund had achieved higher return yield compared to that of FTSE ALL SHARE INDEX for the corresponding investment period, it still suffered from a series of deficiencies in terms of asset allocation proportion and investment type selection which may not comply with its aims of maximizing income without impacting unduly on long term capital returns. This report has also identified and measured both systematic risk and unsystematic risk of the Investment Trust and provided recommendations for proper changes to the existing portfolio so as to better realize its investment aims.

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Research Paper (postgraduate) from the year 2012 in the subject Business economics - Investment and Finance, grade: B, University of Kent, language: English, abstract: This report sheds light on evaluation on a balanced type fund - Investment Trust combined with investment and portfolio theories. Past performance in respect to capital gains, dividends yield and interest income of the portfolio has been calculated, measured and discussed. Although the fund had achieved higher return yield compared to that of FTSE ALL SHARE INDEX for the corresponding investment period, it still suffered from a series of deficiencies in terms of asset allocation proportion and investment type selection which may not comply with its aims of maximizing income without impacting unduly on long term capital returns. This report has also identified and measured both systematic risk and unsystematic risk of the Investment Trust and provided recommendations for proper changes to the existing portfolio so as to better realize its investment aims.

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