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Ip1 as3002 - q5

Discussion in 'Financial Planning Study Group' started by shawti, 6th Jan, 2012.

  1. shawti

    shawti Member

    Joined:
    7th Dec, 2011
    Posts:
    19
    Location:
    Perth, WA
    So, can anyone tell me how to forecast investment returns on say an investment bond, when the websites and PDS don't include the coupon rate?
     
  2. sweetp7282

    sweetp7282 Member

    Joined:
    3rd Feb, 2011
    Posts:
    19
    Location:
    Melbourne, VIC
    Hi,,

    In this question, you do not have to give forecast of any investment returns as such. You only have to provide recommendation of the products you use in investments.

    However, if you need to give any forecasts, it would depend on the profile you choose. e.g. for Balanced profile, you can select something like CPI +2% as a forecast.



     
  3. shawti

    shawti Member

    Joined:
    7th Dec, 2011
    Posts:
    19
    Location:
    Perth, WA
    Thanks for the info Sweetp :)
     
  4. vilo

    vilo New Member

    Joined:
    18th Apr, 2012
    Posts:
    4
    Location:
    Brisbane
    IP1 3002 q5

    Hello everyone I pretty much finish my assignment, however I haven't completed Question 5 yet any advised in which products should I focus my advise?
     
  5. MButt

    MButt New Member

    Joined:
    18th Apr, 2012
    Posts:
    3
    Location:
    Adelaide SA
    Urgent help needed for IP13002

    Can anyone please advise what the correct formula for calculating the purchase price of a 10 year Government Bond parcel with 3 years remaining, coupon rate of 6.95%pa paid 1/2 yearly and prevailing interest rate of 7.2%pa??