Question: By the due date set on the course Learning Plan, students will provide a one page summary report of their funds performance over the course

By the due date set on the course Learning Plan, students will provide a one page summary report of their funds performance over the course of the holding period along with a copy of the funds 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). write answer according to this data which attached with this.
 By the due date set on the course Learning Plan, students
will provide a one page summary report of their funds performance over

Fund Benchmark \begin{tabular}{|c|c|c|c|c|c|c|c|c|} \hline \multirow{2}{*}{\begin{tabular}{l} Fund Name: \\ Fund Symbel \end{tabular}} & \multicolumn{3}{|c|}{ Fideliey cansadian eppertunities fund } & & & & & \\ \hline & \multicolumn{2}{|c|}{215} & & & & & & \\ \hline Fund Classificatioe: & \multicolumn{2}{|l|}{ canudian rquity } & & & & & & \\ \hline Benchmarkt & \multicolumn{2}{|c|}{ SAFV TSX Completion Indes } & & & & & & \\ \hline Original number of units parchased with 5100,000 : & 2887.7 & & & & & & & \\ \hline Werk II & Date & Weckly Open & Wrekly Iligh | & Werkly Law & Werkly Clase & Weckly Rate of Return & News Link & Cammentary \\ \hline1 & 0904-0908 & 34.24 & 34.24 & 33.78 & 33.78 & -1.34 & hips:orwww.nes & swire.canew \\ \hline 2 & 09110915 & 33,98 & 34.3 & 33.88 & 34.26 & 02 & N/A & \\ \hline 3 & 09/809/22 & 34.18 & 34,18 & 33.23 & 33.25 & -2.72 & N/A & \\ \hline 4 & 0925=00/29 & 33.21 & 33.21 & 3246 & 32.77 & 1,32 & N/A & \\ \hline 5 & 10021006 & 32.4 & 32.67 & 3219 & 32.67 & 03 & N/A & \\ \hline 6 & 100910/13 & 32,97 & 33.22 & 3265 & 32.68 & 05 & N/A & \\ \hline 7 & 10/6 - 10/20 & 32.85 & 33,04 & 3221 & 32.21 & -1.95 & N/A & \\ \hline 8 & 10/23 - 10/27 & 32.13 & 32.23 & 31.73 & 31.73 & -1.34 & N/A & \\ \hline 9 & 103011/03 & 31.2N & 33.2x & 31.9 & 33.2x & 6.10 & N/A & \\ \hline 10 & 11NS - IIIT & 33.21 & 33.28 & 3307 & 33.28 & 0.21 & NiA & \\ \hline 11 & 11/1311/17 & 33.28 & 34.04 & 3328 & 34.04 & & hitpestaww.fod & Lity calen proder \\ \hline 12 & 11/2011/24 & 34.17 & 34.117 & 34 & 34.13 & -0.12 & hitips:hwww.me & pinestareaken \\ \hline 13 & 11/27=11/39 & 34,03 & 34.63 & & 34.63 & 1.76 & N/A & \\ \hline \multicolumn{9}{|l|}{14} \\ \hline \multirow[t]{3}{*}{15} & & & & & & & & \\ \hline & Arerary & 3122315462 & 3157207602 & 32,0509204 & & 0200230769 & & \\ \hline & & & & & Ananatien hom & 922% & & \\ \hline \end{tabular} Fund Benchmark Benchmark Name: SSP/ TSX Completioe Index \begin{tabular}{|c|c|c|c|c|c|c|c|c|} \hline Week N & Date. & Weekby Opes & Weekly Iligh & Wrekly Low & Weekly Close & Weekby Rate of Retarn & News L.ink & Commentary \\ \hline & 09040008 & 1,233,54 & 1,237,03 & 1.209 .93 & 1,209.93 & -1.91 & & \\ \hline 2 & 09/1109/15 & 1,214,16 & 1.236 .65 & 1.211 .9 & 1,2123 & 1.52 & & \\ \hline 3 & 00/1800/22 & 1,231,43 & 1.232 .54 & 1,1k+1 & 1.19057 & 3,32 & & \\ \hline 4 & 09/2509/29 & 1.186 .45 & 1,193.97 & 1.162 .7 & 1,17124 & -1.28 & & \\ \hline 5 & 10021006 & 1,168,1 & 1,168,1 & 1.12921 & 1.156 .92 & 0,96 & & \\ \hline 6 & 100910/13 & 1,167,87 & 1.177 .04 & 1.152 .58 & 1,1501 & -0.84 & & \\ \hline 7 & 10/1610/20 & 1.161 .11 & 1.173,67 & 1.13658 & 1,13658 & -2.11 & & \\ \hline 9 & 10/3011/03 & 1.125,71 & 1,186.24 & 1.1229 & 1,1829 & 5.0x & & \\ \hline 10 & 11/06 - 11/10 & 1,184.51 & 1,186.42 & 1,149.44 & 1,158.68 & -2.18 & & \\ \hline II & 11/1311/17 & 1,156,77 & 1.18,00 & 1.153 .97 & 1,17K.4 & 1.92 & & \\ \hline 12 & 11/2011/24 & 1.179 .1 & 1,18.02 & 1.176 .5 & 1.183 .65 & 0.39 & & \\ \hline 13 & 11/27=11/30 & 1,181,92 & 1,20%,77 & 1,181.15 & 1,20.77 & 2.27 & & \\ \hline \multicolumn{9}{|l|}{14} \\ \hline \multicolumn{9}{|l|}{15} \\ \hline & Average & 1.178 .408 & 1.193 .535 & 1,161.031 & 1.176 .239 & -0.15 & & \\ \hline \end{tabular}

Step by Step Solution

There are 3 Steps involved in it

1 Expert Approved Answer
Step: 1 Unlock blur-text-image
Question Has Been Solved by an Expert!

Get step-by-step solutions from verified subject matter experts

Step: 2 Unlock
Step: 3 Unlock

Students Have Also Explored These Related Accounting Questions!