Portfolio Management (Final Yr Presentation)
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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.
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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
- 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
- 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%
- 15. C-Scaipe Investors AVIVA PROPERTY INVESTMENT FUND
- 19. C-Scaipe Investors Thank you for listening Any Questions??
- 20. C-Scaipe Investors Thank you for listening Any Questions??
Editor's Notes
- 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%.