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Investment And Portfolio Management Sample Help


Assignment 1- Questions 

Question 1 

(a) A portfolio which is having the equally weighted portfolio of 2 assets implies that the capital that is invested is shared on an equal basis between the different assets or organization. Here, the sum of various returns and are further divided by the number of shares. 

Therefore, the weighted average equal return for the different set of years will be = 






Therefore, the amount of investment in D Limited would be worth = (2000*25) = $50000

The amount of investment that was made in E limited would be valued = (3000*10) = $30000
Amount of investment that was conducted for the company of F Limited would be = (5000*8) = $40000

Hence, the total worth of the portfolio return on investment would be $50000+$30000+$40000= $120000. Thus, the return on D Limited = ($26-$25)/$25 = 4%

Return on E Limited = ($11-$10)/$10 = 10%

Return on F Limited = ($10-$8)/$8 = 25% 

The portfolio return on investment that would be computed after 1 year for D Limited = (2000*$26)  = $52000

Also, the return on investment that would be computed for E Limited = (3000*$11) = $33000
Investment for F Limited = 5000*$10 = $50000

Total worth of portfolio will be amounted to = ($52000+$33000+$50000) = $135000

The average return on portfolio is coming as = (4% + 10% +25%) = 39%

Therefore, the return on portfolio will be = ($135000-$120000)/$120000 = 12.50%

Hence, the percentage return on equally weighted portfolio rate of return for the year would be 12.50%  

(b) The purchase price share for three years would be $25+$10+$8 = $43 . On the other hand, the total purchase price after one year = $26+$11+$10 = $47

Thus, the price weighted portfolio of return would be computed as : ($47-$43/$43) = 9.30%


The value of the weighted average portfolio return of the company is found to be $15.

(d) The superannuation funds are mainly assessed on the basis of different types of retail funds, corporate sector, retail, and funds of an employer. Here, the number of superannuation funds that were mainly received was $1000000.On the other hand, the total debts amounted to $100000. Thus, it is very much advisable, that father in law got a higher amount of superannuation funds or pension that helped them in paying off the various amount of debts. Hence, it can be very much evident that the amount that is kept in the superannuation funds can yield a higher rate of return (DeFusco et al. 2015).     



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