Posted: June 23rd, 2016

. Describe the company, consider the recent performance (e.g. five years) of the shares and the bond you have selected. That means that you have to research the price of the chosen bond and the share price five years ago and today.

Money Management: Final Assessment.

Question 1: Investing in a specific company. 20% of the grade, 1000 words

Choose a company in a part of the world and domain where you feel at ease, and which has both shares on the stock market and also corporate bonds outstanding. Describe the company, consider the recent performance (e.g. five years) of the shares and the bond you have selected. That means that you have to research the price of the chosen bond and the share price five years ago and today.

You should probably use Morningstar as your source but you are not obliged to.

Had you invested 50/50 in the bond and the share, what would your average annual return over the last five years have been.

Complete your answer with a reflection on how you found the exercise (easy/difficult, interesting/rather a chore). We are not looking for a particular view – only that you have one.