Question: STEVEN SUPERANNUATION - 450,000 Calculate the expected return for Stevens superannuation portfolio using the return for the year ended June 2020. Explain to Steven why

STEVEN SUPERANNUATION - 450,000 Calculate the expected return for Stevens superannuation

STEVEN SUPERANNUATION - 450,000

Calculate the expected return for Stevens superannuation portfolio using the return for the year ended June 2020. Explain to Steven why his superannuation portfolio balance fluctuates more than he would like it to. Remember Steven wants to follow a balanced investment approach in the remaining working years.

Steven's Superannuation asset allocation Investment Asset Allocation Performance p.a. after tax Australian Shares 45% 4% Cash & Fixed Interest 20% 1.4 % International Shares 25% 10.80% Property 10% 3.10%

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