A consulting-style report for a client looking to invest in managed funds

    You will be required to write a consulting-style report for a client looking to invest in managed funds. Your task is to compare and contrast managed funds from three different providers (information on data availability is provided in the brief). You will need to write some consistent details about the fund, and then draw up a strategy and recommendation for the client.

    This assignment is a group assignment, but you only need to finish my individual part, which is the 3rd Fund (Fund 3). Please take a look at the 2 sample papers provided first because it will give you some ideas and direction of this paper. The structure of report is described below.

    Structure:
    • Fund 1:
    • Fund 2:
    • Fund 3:
    • Discussion and Recommendation:

    My fund is called: BT MicroCap Opportunities Wholesale Fund, you can find more details in this link:

    http://www.investsmart.com.au/managedfunds/fund/bt-microcap-opportunities-wholesale/14320

    I have uploaded more useful information in my account to help you, it includes:

    1. The Assignment Brief and Instruction
    2. Two sample papers from last semester
    3. Annual report of the fund
    4. PDS of the fund and
    5. Factsheet of the fund.

    The Assignment Brief and Instructions is quite detailed and the structure of the assignment is fairly rigid. If you need more information to response the question, you have to do research on you own. This work should include tables, graphs, in-text references and reference list.

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