Question: Please answer this question! Question 7 (10 Marks) The following table summarises the performance of a property fund. You have been asked to provide some

Please answer this question!

Question 7 (10 Marks) The following table summarises the performance of a property fund. You have been asked to provide some analysis to the Board that discusses the performance delivered. Your report should include analysis of each component of the returns (Income, Capital and Total), and provide a short commentary on each of the following items (a to e). The Benchmark used for the portfolio is the IPD All Australian Property Sector. Income Return Capital Return Total return Portfolio weight Fund Benchmark Fund Benchmark Fund Benchmark Fund Benchmark June-21 June-21 June-21 June-21 June-21 June-21 June-21 June-21 Syd Office 7.25% 7.35% 7.59% 3.00% 15.09% 10.35% 12.40% 17.01% Melb Office 6.75% 7.00% 3.00% 1.50% 9.75% 8.50% 23.00% 26.99% Brisbane Office 7.75% 7.16% -0.32% 2.40% 7.18% 9.56% 15.20% 16.35% NSW Retail 10.50% 9.99% 5.50% 1.75% 16.05% 11.74% 3.40% 1.71% Vic Retail 9.75% 9.99% 7.00% 1.68% 16.75% 11.67% 3.20% 4.76% Qld Retail 8.25% 8.63% 6.35% 3.21% 14.55% 11.84% 15.70% 10.54% NSW Ind 8.50% 8.24% 7.47% 2.85% 16. 17% 11.09% 9.50% 6.32% Vic Ind 10.75% 10.25% 4.00% 6.20% 14.75% 16.45% 7.80% 2.44% Qld Ind 7.20% 6.70% 5.00% 2.30% 12.20% 9.00% 9.80% 13.88% Fund 7.95% 4.50% 12.45% 100.00% Benchmark 7.57% 2.41% 9.97% 100.00% a) Has this portfolio outperformed its benchmark? Why? (2.5 marks) b) Which two markets in the portfolio underperformed the Benchmark? (2.5 marks) c) Identify an example of where a Structure Score is negative and advise why this has occurred. (2.5 marks) d) Identify an example of where a Property Score is positive and advise why this has occurred. (2.5 marks)

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