EQUITY AND FIXED INCOME FUND
The Equity & Fixed Income Fund is an investment fund that started its operations in September 2023, with the aim of providing stable returns by combining investments on US stocks and bonds.
Whether it is about an index fund or dividend income fund, asset management is, at its core, all about the creation of a portfolio, the management of its assets, and the analysis of its performance. It is the practice of increasing wealth over time by acquiring, maintaining, and trading investments that have the potential to grow in value. This extensive report, however, only focuses on equity and fixed income which generally consists of stocks/ stocks bonds and corporate/ government bonds, respectively.
This report presents the newly founded Equity and Fixed income fund. The key features that will be presented are our performance over the last 5 months by discussing market behavior, the investment method used, and the portfolio allocation breakdown, providing a full picture of the environment and the way in which our team operated in managing the portfolio.
In its final section, possible future improvements are provided that, if implemented, will improve efficiency of the fund operations, thus allowing for a better comprehensive analysis and therefore to smooth the decision making process.
Hence, in this document, we present our performance over the last 5 months by discussing market behavior, the investment method used, and the portfolio allocation breakdown. By doing so, we provide a full picture of the environment and the way in which our team operated in managing the portfolio. The final section provides future improvements that, if implemented, will improve efficiency, and allow for better analysis and therefore decisions making.