Assignment Brief
You have been appointed to advise a UK real estate fund, whose investment assets are mixed. The board is undertaking strategic review of the portfolio and allocating 20% more into direct real estate asset and requires you to provide:
A critical performance analysis and review of the fund (1400 words)
Target fund:
Schroder UK Real Estate Fund (SREF)
Website:
https://www.schroders.com/en/uk/schroder-uk-real-estate-fund/
In this assignment, you are appointed as an advisor for the fund in terms of its investment in the direct real estate market.
Therefore, you would show that:
⦁ You know the fund well.
⦁ You know the historical performance of fund well.
⦁ You know the market well.
Briefly review the fund and critically analyse its performance at the moment and in the past.
The brief review: (200 words)
Think about how you would like to show that you know well about the fund as an advisor. Your recommendations in part two will be provided based on the fund’s characteristics thus these features needs to be demonstrated in this section. It’s recommended to spend around 300 words in this section.
The performance analysis: (1200 words)
Think about how you would like to show that you know how the fund has been performing well as an advisor. There is no standardised format for the performance analysis. Use your own ideas to do the analysis critically.
For example, the SWOT analysis would be helpful to connect this part and part 2.
The basic requirements of “performance analysis” are that:
⦁ to cover the aspects of performance analysis in terms of the portfolio analysis.
⦁ Sectoral Analysis
⦁ to demonstrate your thoughts on performance attributes of the fund.
⦁ to compare the fund’s performance in the current year with the appropriate benchmark(s).
⦁ to compare the fund’s performance in the current year with its performance in previous years.
Use the Annual Reports for Performance Analysis
https://www.schroders.com/en/uk/schroder-uk-real-estate-fund/reporting/report-and-accounts/
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