This is not an essay please, just dive in answer the questions and read the case carefully .
Select 3 different mutual funds that you feel are suitable for the client after reading the case provided. Use Globefund.com (or other websites providing the same information) Include the Fund Facts and the Globefund links in your Appendix.
1. Explain the client’s investment objectives, risk tolerance and goals. This should be one page. Include the case in an appendix.
2. Create one table with information from the three funds to compare the following:
Returns – current, annual, 1 yr, 3 yr, 5 yr, 10 year
Quartile rankings, compared with appropriate index and peer group
Risks of the fund – beta, standard deviation, risk rating
Asset mix
Sector and geographic mix
Top holdings
Investment objectives of the fund
