Question: Task (100 points in total) Ex. 1 Make a fictive investment in 1 to 10 ETF, mutual and/ or index funds for a client considering

Task (100 points in total) Ex. 1 Make a fictive investment in 1 to 10 ETF, mutual and/ or index funds for a client considering the following: Client profile: Agressive Residency: Europe Investment 15 years Should incl ESG, Gender equality and Water Maximum 1.50% Present your results according to the following table: ETF/ Mutual/ Index Funds selected ISIN code of total Portfolio Fees (ongoing charges) (t) Weighted fees s Equity Bond Cashel Weighted Weighted Weighted Equity Bond Cash First Top region and % First Top Sectors and % Passive Active Net Asset Trailing Mngt Mngt Value N.A. yield (%) (w) (w). (1) (e) (h) (c) EXAMPLE Amundi Small Cap C LU1883 416001 (w) * (c)(w) * (b)(w). (c) 2.94% % 0.00% 0.08100% EU 57.70% Industrials 29.67% 390 0.76% 0.02% 98.06% 0.00% 2.70% 1 1136,05 -18.6 Fund A Fund B Fund C.. Portfolio average ** btps://www. Pflio average: Pflio average : EU 57.7% Industrials 29.67% US Tech UK Cons. Cyel Communiction Asia Financials ctc ex EU Style Top 5 Regions Eurozone 29.67 % Top 5 Sectors 57.70 Industrials -HLI HI. T STR https://www.inningar.com/ https://ellulb.com/indexes' Ex.2 (15 lines maximum) Ex.3 (15 lines maximum) Ex.4(15 lines maximum) Explain 4 benefits and reasons for investing in a Mutual Fund What background check can investors do nowadays to understand the risk involved when buying shares in mutual funds? What are the minimum regulation requirements for mutual funds, index funds and ETFs? Task (100 points in total) Ex. 1 Make a fictive investment in 1 to 10 ETF, mutual and/ or index funds for a client considering the following: Client profile: Agressive Residency: Europe Investment 15 years Should incl ESG, Gender equality and Water Maximum 1.50% Present your results according to the following table: ETF/ Mutual/ Index Funds selected ISIN code of total Portfolio Fees (ongoing charges) (t) Weighted fees s Equity Bond Cashel Weighted Weighted Weighted Equity Bond Cash First Top region and % First Top Sectors and % Passive Active Net Asset Trailing Mngt Mngt Value N.A. yield (%) (w) (w). (1) (e) (h) (c) EXAMPLE Amundi Small Cap C LU1883 416001 (w) * (c)(w) * (b)(w). (c) 2.94% % 0.00% 0.08100% EU 57.70% Industrials 29.67% 390 0.76% 0.02% 98.06% 0.00% 2.70% 1 1136,05 -18.6 Fund A Fund B Fund C.. Portfolio average ** btps://www. Pflio average: Pflio average : EU 57.7% Industrials 29.67% US Tech UK Cons. Cyel Communiction Asia Financials ctc ex EU Style Top 5 Regions Eurozone 29.67 % Top 5 Sectors 57.70 Industrials -HLI HI. T STR https://www.inningar.com/ https://ellulb.com/indexes' Ex.2 (15 lines maximum) Ex.3 (15 lines maximum) Ex.4(15 lines maximum) Explain 4 benefits and reasons for investing in a Mutual Fund What background check can investors do nowadays to understand the risk involved when buying shares in mutual funds? What are the minimum regulation requirements for mutual funds, index funds and ETFs
Step by Step Solution
There are 3 Steps involved in it
Get step-by-step solutions from verified subject matter experts
