FINM7403: Portfolio Management - Hyperion Australian Growth Companies Fund - Portfolio Management Assignment Help

Internal Code: 1AJHEI

Portfolio Management Assignment Help

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.