We were given a mandate to make further investment for a hypothetical client with objectives given by him. To meet his objectives we proposed some strategy suitable to adopt under the current economic conditions.
fundamentals of corporate finance 11th canadian edition test bank.docx
Portfolio Management (Final Yr Presentation)
1. C-Scaipe Investors Presented by: Mothusi Lekgowe ∙ Shaun A mendra ∙ Kevin Nealis PENSION FUND PORTFOLIO MANAGEMENT Presented to Trustees and Investment Consultants 15 December 2009
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6. C-Scaipe Investors MEDIUM TERM OUTLOOK FOR PROPERTY MARKET All Property Rental Value Growth Forecasts All Property Total Return Forecasts Source: IPF Report, November 2009
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12. C-Scaipe Investors CURRENT AND REVISED PROPERTY PORTFOLIO Property Portfolio Index Sector Allocation Retail 47.4% Offices 31.4% Industrial 16.5% Other Property 4.7%
Assumptions on Lease Expiry: Property is immediately re-let by way of lease renewal on modern terms Economic Assumptions: Positive capital and rental growth is anticipated as the economy continues to pick up and we have adopted growth rate of 3.42% per annum from Stacey’s table using the initial yield of 7% and target rate of 10%.
Assumptions on Lease Expiry: Property is immediately re-let by way of lease renewal on modern terms Economic Assumptions: Positive capital and rental growth is anticipated as the economy continues to pick up and we have adopted growth rate of 3.42% per annum from Stacey’s table using the initial yield of 7% and target rate of 10%.