Sample Assessment 2 task 9.f and g

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L0nd
L0nd Registered Posts: 2
in Cash and Treasury Management
Hi everyone,

I’m struggling with the task 9.f and g which is about a portfolio of investments. We have to calculate the expected return for the portfolio and revised expected return.

Could you help me with it? I am afraid that I don’t any exercise similar.

Many thanks in advance!

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  • Mike Webster
    Mike Webster Registered, Tutor Posts: 203 Dedicated contributor 🦉
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    You need to work out the expected return on each investment, add them together then take the total of the return and divide by the total investment x 100:


    180 as a percentage of £6,000 is 3%

    Hope this helps.
    Michael JH Webster AATQB FMAAT
  • L0nd
    L0nd Registered Posts: 2
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    Thank you very much Mike!

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