$(10\%)$ PART $2$ Complete the following independently. Submit by due date on Learning Plan

Individually, students will select and follow an actively managed mutual fund from a Canadian Mutual

Fund company $($not an ETF$)$ for the duration of the term $($see more details below$).$ On a weekly basis,

using the MS Excel Sheet provided students, will be required to track the respective weekly price

activity of the fund, gathering at least $1$ related news story and providing a relevant and related

commentary about its pricing behaviour over the course of the week.

By the due date set on the course Learning Plan, students will provide a one page summary report of

their fund$$s performance over the course of the holding period along with a copy of the fund$$s Fund

Facts sheet. The summary must include:

$-$ An overview of the fund

$-$ Fund performance over the holding period

$-$ Discussion$/$explanation of the performance based on new articles collected and other

supporting macroeconomic events over the course of the term.

While this portion of the assignment is individual, students will use the information found in this

assignment to contribute to their Group Assignment $($see Group Assignment Instructions$).$

Rubric

$80-100$ Meets all assignment criteria and intentions in a masterful manner. Full use of

recommended course textbooks. Written appropriately in a professional & client$-$

friendly manner. Interpretation and application of material fully in line with leading

industry consensus and course$/$textbook guidelines. Demonstrates a

high$/$professional level understand of the course material and its appropriate

applications.

$60-80$ Meets all assignment criteria and intentions. Full use of recommended course

textbooks. Written appropriately in a professional & client$-$friendly manner with

minimal grammatical errors. Interpretation and application of material in line

course$/$textbook guidelines. Demonstrates a strong understand of the course

material and its appropriate applications.

$40-60$ Meets all assignment criteria and intentions. Use of recommended course textbooks.

Interpretation and application of material in line with course$/$textbook guidelines.

Format. Written appropriately in a professional & client friendly manner with frequent

errors in spelling, grammar $($such as subject$/$verb agreements and tense$),$ sentence

structure and$/$or other writing conventions distract the reader. Writing does not

consistently follow appropriate style and$/$or format.

$0-40$ Signs of academic integrity issues. Did not complete all requirements. Concepts

misapplied in significant way. Incomplete references. Did not utilize recommended

$2$

FIN$2067$ Canadian Securities II F$2023$

Individual Assignment $$ Part $1$&$2$

course textbooks. Written with frequent errors in spelling, grammar $($such as

subject$/$verb agreements and tense$),$ sentence structure and$/$or other writing

conventions distract the reader. Writing does not consistently follow appropriate style

and$/$or format. Interpretation and application of material misaligned with

course$/$textbook guidelines.