1. To measure and discuss the fund’s performance (capital, dividend and interest etc) from the portfolio inception date (2nd January 2018) to the chosen commencement date (1st October 2020).
2. To identify and where appropriate measure, the main risks inherent in the portfolio which could stop the fund meeting its objectives.
The discussion and analysis should centre on stock specific, asset allocation and measurement risks. Please use charts and graphs to visually demonstrate this.
3. Discuss key recommendations of changes which should be made to the portfolio to ensure it meets the aims of the fund in the investment horizon. The current fund and its aims can be seen on the attached file.
identified, with a comprehensive analysis on how these impact the aims of the portfolio and measurement of risk.