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Carefully select two mixed funds of your own choice. The first should have a very high, positive performance record, the second a loss-making performance record. Then answer the following questions:

• Why have the funds performed so well/badly? Consider the following perspectives:

o Political

o Macro-Economic

o Sector

o Internal Factors and policies

• Provide financial analysis, together with ratios, and risk and return values.

• Use articles/trade comments to support your case.

• What recommendations would you offer to improve performance?

Please ensure that you add both fund fact sheets to your assessment when uploading your work as one document only

This activity must meet the following formatting requirements:

• Font size 12

• Double-spaced

• 2,000 words +/- 10%

• Harvard Referencing System