Create a fund:(Please use the template attached).Each fund should have:1. Fund name2. Summary about...

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Create a fund:(Please use the template attached).Each fund should have:1. Fund name2. Summary about the theme of your group of stocks3. 1yr, 3yr, 5yr and 10 yr historical performance of your stocks (weighted average)4. Expected dividend calculation (with weighted average)5. List of the sectors that your stocks come from6. A full list of the 12+ companies owned by the fund and the percentage of the fund for eachShow work for calculating (a) the growth rate over each time frame and (b) the weighted average for all of your stocks

Yash · Accepted Answer

Fund Name:  Public’s Fund (PF)
Product Summary:  Aim of this product is to maximize the investor’s wealth by investing into diversified portfolio. Stocks for the portfolio had been scrutinized by highly qualified & experienced of the professionals on the basis of various fundamental & technical analysis of the stock which also includes consideration of the past performances of the stock. This products aims at capital growth in the value of stock rather than yearly yield. 
Initial offering price:  $12 per share
Expense ratio:  1.22 %
Minimum investment:  $10,000
Average Annual Performance (assumed):
	
	1 YEAR 
	3 YEAR
	5 YEAR
	10 YEAR
	PF
	50.10%
	26.24%
	26.70%
	8.23%
Expected Dividend:  
1.00%  
Portfolio Composition:
	Services
	48.

Create a fund: (Please use the template attached). Each fund should have: 1. Fund name 2. Summary about the theme of your group of stocks 3. 1yr, 3yr, 5yr and 10 yr historical performance of your...

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