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investment planning 2

Discussion in 'Financial Planning Study Group' started by drc133, 15th Feb, 2011.

  1. drc133

    drc133 Member

    Joined:
    31st Jan, 2011
    Posts:
    8
    Location:
    Melbourne, VIC
    Hi

    Anyone doing this module like to set up a study group? I am currently working on the assignment and would be good to hear other opinions.

    Cheers
     
  2. Grazie

    Grazie Member

    Joined:
    5th Jan, 2011
    Posts:
    11
    Location:
    Mildura Vic
    Hi drc133,
    Do you know anything about selecting managed funds in q5?
     
  3. drc133

    drc133 Member

    Joined:
    31st Jan, 2011
    Posts:
    8
    Location:
    Melbourne, VIC
    Hi Grazie

    What I have done is just choose random managed funds with different fund managers from AXA. I don't think it matters on the actual fund choice as long as you record the relevant information that they have asked for. What do you think?
     
  4. Grazie

    Grazie Member

    Joined:
    5th Jan, 2011
    Posts:
    11
    Location:
    Mildura Vic
    I assume you are a fellow kaplan student? If so i know they dont want any calculations like sd, cov etc. The trouble I'm having is the construction strategies used the enhance returns/ reduce risk in the portfolio and to link them up.