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Portfolio Management Case Study Assignment - Hyperion Australian Growth Companies Fund
Task: Assume you work as an analyst at AFM (Australian Fund Masters), a Fund of Funds (FoF) investment manager. Your main Fund, the AFM Australia Equity Fund (AEF), invests in a range of Australian and International managed funds and your clients are predominantly Self-Managed Super Funds.
AFM had recently decided to create a library of Fund summaries on the managed funds which are currently owned by the AEF or may be considered for inclusion in the AEF. You have been asked by your portfolio manager to design and prepare the first fund summary which will cover the Hyperion Australian Growth Companies Fund. This Fund comprises a portfolio of ASX listed equities managed by Brisbane based fund manager, Hyperion.
Fund Summary:
The fund summary that you have been asked to produce, aims to capture salient information about the Hyperion fund and may include but not necessarily be limited to:
Assignment weight: This assignment will contribute 13% toward your final grade. Individual: This is an individual assignment. Requirements and grading rubric: The fund summary must be contained in a two (A4) page document and should make use of graphs and tables if/where appropriate. Both the content and the presentation of this document are important. There is no specific word limit but the contents of the document should be readily readable within the two page limit.
Submission: Your submission should include: cover page; two-page fund summary. The cover page of your report should include: course code and name; your student number; your family name; your first name. Page numbers are not required. Your report must be named with the following format: ‘7403_2S208_familyname_studentnumber.pdf’. For example, the file submitted by the Course Coordinator Clive Gaunt would be named ‘7403_2S208_gaunt_44123456.pdf’. Your report must be submitted in PDF format and must have highlightable text (not a scanned image converted to PDF) so that it can be read by Turnitin. You should not copy and paste any text from any external source. All text should be your own words.
Submission Instructions - By the due date submit your report PDF twice on Blackboard in the Assessment section (Case Study – Individual Assignment) at the link titled ‘Case Study (Hyperion) – Blackboard Submission’ and at the link titled ‘Case Study (Hyperion) – Turnitin Submission’. Ensure you receive a Turnitin submission ID and Learn.UQ (Blackboard) confirmation number, and retain this as proof of submission. If you do not receive proof of submission, you should regard your submission as unsuccessful and take steps to address the issue. It is your responsibility to ensure the assignment has been successfully submitted. Any requests to waive the late submission penalty without proof of submission will not be considered under any circumstances.
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