Q12) Fund Performance and Returns An investor plans to invest $10,000 into one of three portfolios: Fund A, Fund B, and Fund C. The expected gross return before expenses for all funds is R = 10%. The fee structure for each fund is shown in the table below. Fees Front-Load Back-Load Expense Fund A 0.00% 0.00% 0.30% Fund B 0.00% 1.00% 0.15% Fund C 1.75% 0.00% 0.10%

Q12) Fund Performance and Returns An investor plans to invest $10,000 into one of three portfolios: Fund A, Fund B, and Fund C. The expected gross return before expenses for all funds is R = 10%. The fee structure for each fund is shown in the table below. Fees Front-Load Back-Load Expense Fund A 0.00% 0.00% 0.30% Fund B 0.00% 1.00% 0.15% Fund C 1.75% 0.00% 0.10%

Essentials Of Investments

11th Edition

ISBN:9781260013924

Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.

Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.

Chapter1: Investments: Background And Issues

Section: Chapter Questions

Problem 1PS

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For an investment account, you are given the following information during calendar years 2014 and 2015 Date Fund Value Helore Activity Deposit Withderwal Jamuary 1, 2014 160 March 1.2014 175 15 une 1, 2014 170 October 1, 2014 175 December 31, 2014 Date Pund Value Before Activity Deposit Withdrawal Pamuary 1, 2015 September 1, 201S 203 10 December 31, 2015 During 2014, the dollar weighted rate of retuni equla 74. During 2015, the time-weighted rate of retum equals 10%. Delermine the value of the fund at the end of 2015, P A n A 21095 a 212.75 e 21365 D21575 E 217.45
Calculate the HPR of the following investment, entered as a percentage (Example: if your answer is 14.5%, enter 14.5 and not 0.145) Period Cashflow 0 -14100 1 3300 2 3300 3 3100 4 2800
Can you tell me how to get the 0% to 25% rate numbers? I have to plot the NPV profiles. Year Project A Discounted cashflow Discounted cashflow 0 -50,000 -$50,000.00 -$50,000.00 1 25,000 $22,727.27 $23,584.91 2 20,000 $16,528.93 $17,799.93 3 10,000 $7,513.15 $8,396.19 4 5,000 $3,415.07 $3,960.47 5 5,000 $3,104.61 $3,736.29 NPV $3,289.02 $7,477.79 IRR 14% 14% 10% 6% Year Project B Discounted cashflow Discounted cashflow 0 -50,000 -$50,000.00 -$50,000.00 1 15,000 $13,636.36 $14,150.94 2 15,000 $12,396.69 $13,349.95 3 15,000 $11,269.72 $12,594.29 4 15,000 $10,245.20 $11,881.40 5 15,000 $9,313.82 $11,208.87 NPV $6,861.80 $13,185.46 IRR 15% 15% Rate Project A Project B 0% 1% 2% 3% 4% 5% 6% 7% 8% 9% 10% 11% 12% 13% 14% 15% 16% 17% 18% 19% 20% 21% 22% 23% 24% 25%
Calculate the EAR of the following investment, entered as a percentage (Example: if your answer is 0.145, enter 14.5) Year Number Cashflow 0 -11400 1 3500 2 3000 3 3100 4 2800 Your Answer:
If Average net borrowings are OMR 250,000, Average Shareholders fund are OMR 250,000 and Current Cost Adjustment is OMR 90,000 then the Gearing Adjustment is; a. OMR 45,000 b. OMR 75,000 c. OMR 9,000 d. OMR 39,000
Calculate the APR of the following investment, entered as a percentage (Example: if your answer is 14.5%, enter 14.5 and not 0.145) Year Number Cashflow 0 -11000 1 3000 2 3500 3 2900 4 2800
The portfolio turnover for Fund 1 is closest to: Average Daily Assets Purchases Sales Select one O A. 0.654. O B. 0.797. O C. 1.024. O D. 1.485. Fund 1 $610 $722 $486
B. At time 0, K is deposited into Fund X, which accumulates at a force of interest of t + 3 t² + 6t+9 8₁ At time m, 2K is deposited into Fund Y, which accumulates at an interest of 10.25%, convertible quarterly. At time n, where n > m, the accumulated value of each fund is 3K. Calculate m.
Assume that the fund is liquidated at the end of the fourth quarter, what are the arithmetic, time-weighted (geometric), and dollar-weighted average rates of return? 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter Assets Under Managment at start of quarter ($ milion) 10 12.5 21.25 9 Holding-period return (%) 15% 30% -20% 25% Total assets before net inflows 11.5 16.25 17 11.25 Net inflow ($ million) 1 5 -8 6 Assets under managment at end of quarter ($ million) 12.5 21.25 9 17.25
Using the following information, calculate the RAROC. •Risk-Adjusted Return: $80,000•Loan Amount: $3,000,000•Capital Requirement: 10%•Capital Ratio: 75% a) 28.75% b) 33.33% c) 35.56% d) 38.25%
Consider the following investment project. Calculate the net future worth of this investment at 11% and determine the acceptability of the investment. Q n An 0 - $76,000 27,500 28,500 20,700 20,700 26,000 Single Payment Compound Present Equal Payment Series Sinking Present Fund Amount Worth Worth Factor Factor Factor Factor (F/P, i, N) (P/F, i, N) (A/F, i, N) (P/A, i, N) 1.1100 0.9009 1.0000 0.9009 1.2321 0.8116 0.4739 1.7125 1.3676 0.7312 0.2992 2.4437 1.5181 0.6587 0.2123 3.1024 1.6851 0.5935 0.1606 3.6959 1.8704 0.5346 0.1264 4.2305 2.0762 0.4817 0.1022 4.7122 2.3045 0.4339 0.0843 5.1461 9 2.5580 0.3909 0.0706 5.5370 10 2.8394 0.3522 0.0598 5.8892 The net future worth of this investment will be $ thousand. AWNIN 1 2 3 4 5 6 7 8 1 2 3 4 5 Compound Amount Factor (F/A, i, N) 1.0000 2.1100 3.3421 4.7097 6.2278 7.9129 9.7833 11.8594 14.1640 16.7220 Capital Recovery Factor (A/P, i, N) 1.1100 0.5839 0.4092 0.3223 0.2706 0.2364 0.2122 0.1943 0.1806 0.1698
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