Explain the aspects of performance analysis in terms of the portfolio analysis.
The performance analysis: (1200 words)
Think about how you would like to show that you know how the fund has been performing well as an advisor. There is no standardized format for the performance analysis. Use your own ideas to do the analysis critically. For example, the SWOT analysis would be helpful to connect this part and part 2.
- Explain the aspects of performance analysis in terms of the portfolio analysis.
- Sectoral Analysis
- Demonstrate your thoughts on performance attributes of the fund.
- Compare the fund’s performance in the current year with the appropriate benchmark(s).
- Compare the fund’s performance in the current year with its performance in previous years.