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2. If you think it is helpful you may consider attach your spreadsheet as supplement. However, only the report in word document will be marked.

3. Provide word count at the end of each part.

4. This assignment is marked out of 40%. It will late be adjusted and contributes 20% of the total assessment for this unit.

5. The due date for this assignment, Students should make themselves aware of the Extensions Policy and Late Penalties Policy, which can be found in the Unit Outline.

6. Assignment submissions must include an Assignment Coversheet which is available from the Swinburne website. Any submissions without the coversheet will be marked as zero (0).

7. Students should ensure that they keep an electronic copy of their assignment.

• Go to ASX website 1 and s elect 1 fund from each of the following category: A-REITS, Infrastructure Funds plus 2 funds from ETF & ETCs. Make sure these funds have been in the market for at least 30 months . In addition, use the following criteria in your selection:

a. A-REITS: Use the first alphabet in your last name to select the A-REITS with the same alphabet. i.e. if you name is Mitchell, then you could select either MPS, MGR or MIX. If your name is Horne and there is no fund starting with “H” on the list, then go to the next alphabet in the sequence. i.e. you could choose either IEF, IOF or ILF.

b. Infrastructure Fund: Any fund of your own choice.

c. International/Strategy ETF: select one from either: International ETFs, International Sector ETFS, Cash & Currency ETFs, Fixed Income ETFs or Commodity ETF & ETCs.

• Form a portfolio and apply the following allocation

2. (i) Provide some justifications to your selection the fund from the list in (c).

(ii) Identify three potential factors that might influence the performance of this fund over the next 12 months.

Using ASX S&P200 as the benchmark of your portfolio’s return, measure the performance of the return of your portfolio:

1) Calculate excess return of your portfolio.

2) Calculate the absolute tracking error of your portfolio over the period.

3) Discuss your observation from (1) and (2) above.

1 http://www.asx.com.au/products/managed-funds-product-list.htm

• The return of the Dow Jones Industrial Average Index? (you can also use the volatility as your proxy)

• What is the best allocation across these 3 funds if you wish to lower your overall return to total risk by 1%?

• When y ou are trying to answer, if your portfolio is influenced by XYZ factor, you could use either regression analysis or correlation.

• Your answer to Q3 part (a) should not be just “yes”, “no” or “I think”. Provide some justifications in terms of “how strong/weak” the relationship is. That is your conclusion has to be justified by a quantitative measure. Making conclusions based on two lines on a graph does not meet the quantitative measure requirement.

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