INSTRUCTIONS Main task You are a mutual fund manager for a successful investme

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INSTRUCTIONS
Main task
You are a mutual fund manager for a successful investment company. You have been approached by a retail
investor to create an investment portfolio of six funds with an initial capital outlay of $500,000. The investor,
although risk averse, is aiming for a minimum return of 3.5% per annum.
You are required to construct an appropriate portfolio from your own selection of funds and to explain why you
have chosen them.
Funds can be found on most investment company websites (including Old Mutual, one of the largest) and can
be sourced anywhere worldwide.
FORMAT
Your submission must meet the following formatting requirements:
• Submit one file only. Word document.
• Font size Arial 12
• Double-spaced
• Number of words: 1,500
All refencing and citations require Harvard referencing style.
Please consider the following in building your portfolio:
• Diverse asset classes
• Risk
• Diversification by sector, region and currency
• Macro-economic factors

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