The current difficulty that the members of Fortunes are facing now is regarding the portfolio of pension provision. According to the current provisions, the members will be paid lump sum based upon individual contributions. But a careful analysis of the pension fund portfolio reveals that it was built up in an undisciplined manner. Hence, the current portfolio is considered inappropriate since the global markets are facing downturns. The objective of the study is to carefully analyse the current portfolio and recommend suitable adjustments so that Fortunes Inc. can meets its pension provision in the coming years. Analysis of Current Portfolio Tottenham Hotspur Fortunes Inc. has bought 2000 ordinary shares of Tottenham Hotspur plc which was founded in 1882 and it owns Tottenham Hotspur FC. It falls under entertainment sector. The total revenue of the company at the end of 2011 was ?261.90 million. The company has experienced a growth rate of over 45% during one year. BAE Systems BAE systems plc is multinational British defence aerospace and Security Company. It is the world’s largest defence contractor and third biggest in terms of revenue. It falls under aviation sector. The total revenue at the end of 2012 was ?17.84 billion with net profit over ?1billion. Tesco Tesco plc is a multinational British general merchandise and grocery retailer and is the third largest retailer in the world. It falls under consumer goods sector. The total revenue of the company for the year ending 2012 was over ?65.5 billion with net profit over ?3.9 billion. Whitbread Whitbread plc operates in hotels and restaurant business. As of 2012, the company has over 619 hotels and over 385 restaurants. The total revenue of the company for the year ending 2012 was GBP 1.9 billion with a net profit of GBP 281 million. Barclays Bank Barclays plc is a leading banking and financial services providing multinational company which is headquartered in London, UK. It is public limited company and is traded as BARC on the London Stock Exchange (LSE). It falls under banking and financial services sector. For the year ending 2012, the company reported total revenue over ?24 billion with bottom line about ?235 million. The company specialises in Investment banking, corporate banking and Wealth banking. Helical Bar Helical Bar plc is a holding company operating in property investments and development. It falls under the realty sector. The company leases or owns land and properties for the purpose of trading and selling. The company booked profits of over GBP 7.65 million from a total revenue over 65.85 million. Cable and Wireless Communication It is a global telecom service provider that offers broadband, mobile, television, and fixed lines to customers. It falls under the entertainment sector. In October 2011 the company has sold its 50% interest to Mauritius based Telecom Company known as Vanuatu ltd. In the year 2012, it sold 49% stake to Fiji and formed an amalgamated entity known as Fintel. In April 2013, it announced the sale of majority stake to Monaco & Islands division. For the year ending 2012, the company suffered a net loss of GBP 55.49 million. Flybe Group It is UK based domestic airline company and it falls under aviation sector. As on 2012, the company reported to own 19 aircrafts but it suffered a net loss of GBP 22.30 million. Lazard UK Alpha Retail Inc Fund The fund does not charge any initial fee currently
INVESTMENT AND FUND MANAGEMENT Table of Contents Introduction 3 Analysis of Current Portfolio 3 Investment Objectives and Strategies 8 Risk Management and Diversification Strategy 9 Security Analysis 10 Asset Allocation 16 Recommendation for Alternate Portfolio 16 Performance Evaluation 17 Summary and Conclusion 21 Reference 22 Introduction Fortunes Inc…
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