Assessment Details and Submission Guidelines | |
Trimester | T22024 |
Unit Code | HI5002 |
Unit Title | Finance for Business |
Assessment Type | Group Assignment |
DueDate+ time: | Week10-27/09/2024 11.59pm(Melb/Sydneytime) |
Purpose of the assessment (withULO Mapping) | Students are enrolled in a Group of up to 4 members. The group will study, analyse andconductacademicworkonthetopicsofBusinessfinancefromweek1toweek9 (ULO 1, 2, 3 and 4). A group of 4 students will study,analyse,andperformacademicassignmentsrelated to business finance. This activity will cover ULO 1, 2, 3, and 4. |
Weight | 40% |
Total Marks | Assignment(40marks) |
Word limit | 3,000words±500 |
Submission Guidelines |
Alwayskeepanelectroniccopyofyouroriginalfileuntilyouhavereceivedthefinal grade for the unit. Please ensure that you submit the correct file in the correct formatthatisreadableonBlackboard. |
Submission Guidelines |
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Academic Integrity Information | Holmes Institute is committed to ensuring and upholding academic integrity. All assessments must comply with academic integrity guidelines. Please learn about academicintegrity and consult your teacherswith anyquestions. Violating academic integrityisseriousandpunishablebypenaltiesthatrangefromdeductionofmarks, failure ofthe assessment task or unit involved, suspensionofcourseenrolment,or cancellation of course enrolment. |
Penalties |
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Group Assignment Guideline sand Specifications
Group Contribution
Every member in each group must contribute equally to the group work. Any members who do not respond or contribute to the group work should be reported by the group to the Unit Coordinator for removal before week 10.
To ensure fair distribution of work,each group must agree on the percentage of contribution and tasks for each member, including specific parts of the assignment for which each member will be responsible.This information must be clearly specified in the table on the cover page,and you must retain evidence to substantiate your contribution.
Assignment Specifications
Risk Return and Portfolio Evaluation (40marks)
Instructions:
You are required togather the monthly shareprices(AdjustedClose)forJanuary2022throughJune 2024 (use 01/01/2022 - 30/06/2024 as date range in yahoo finance) for your group's assigned Australian Securities Exchange(ASX) companies from Yahoo Finance.
Group Number | Companies for Study (fromASX) |
Odd | ASX:ORG Origin EnergyLimited ASX:GMG Goodman Group ASX:TLS TelstraGroupLimited ASX:WOW Wool worths Group Limited |
Even | ASX:APA APAGroup ASX:SCG Scentre Group Limited ASX:REA REA Group Ltd ASX:COL Coles Group Limited |
Note:
Questions
(6marks)
(4marks)
Note:You are required to copy this table to your assessment answers document.
Return% | ||||
Month | Company1 (Name) | Company2 (Name) | Company3 (Name) | Company4 (Name) |
Jan-2022 | ||||
Feb-2022 | ||||
Mar-2022 | ||||
Jan-2023 | ||||
Feb-2023 | ||||
Mar-2023 | ||||
Jan-2024 | ||||
Feb-2024 | ||||
Mar-2024 | ||||
April-2024 | ||||
May-2024 | ||||
June-2024 |
Please note that the table aboves how sseveral return calculations from your dataset. However, the answers to all the questions should be based on the entire dataset.
Pleaseinsertthegraphintotheassignment
(6marks)
Company1 (Name) | Company2 (Name) | Company3 (Name) | Company4 (Name) | |
ArithmeticMean (%) | ||||
StandardDeviation(%) |
Note:Roundoffallvaluestotwodecimalplaces
(2 marks)
Company1 (Name) | Company2 (Name) | Company3 (Name) | Company4 (Name) | |
GeometricMean (%) |
Company1 (Name) | Company2 (Name) | Company3 (Name) | Company4 (Name) | |
AnnualReturn (%) |
Company1 (Name) | Company2 (Name) | Company3 (Name) | Company4 (Name) | |
HoldingPeriod Return(%) |
Please insert the correlation matrix from your Excel output
(4marks)
(2marks)
Supporty our answer with a suitabletable with the required calculations
(6marks)
Note:
Marking criteria
Marking criteria | Weighting |
Risk Return and Portfolio Evaluation | |
Overview of companies | 6 |
Calculation of monthly return | 4 |
Review of the volatilityofreturnwithgraphs | 6 |
Calculationofarithmeticmean,standarddeviationandgeometricmeanofmonthlyreturn | 6 |
Estimationofannualreturnandholdingperiodreturn | 6 |
Estimationofthevalueofthe investment | 4 |
Correlation analysis | 2 |
Portfolio evaluation | 6 |
Total | 40 |
Academic Integrity
Holmes Instituteis committed to ensuringandupholding Academic integrity,as Academic Integrity is integral to maintaining academic quality and the reputation of Holmes' graduates. Accordingly, all assessment tasks need to comply with academic integrity guidelines. Table 1 identifies the six categories of Academic Integrity breaches.Ifyouhave any questions about Academic Integrity issues related to your assessment tasks, please consult your lecturer or tutor for relevant referencing guidelines and support resources. Many of these resources can also be found through the Study Sills link on Blackboard.
Academic Integrity breaches are a serious offence punishable by penalties that may range from deductionofmarks,failure of the assessment task or unit involved,suspension ofcour seen rolment, or cancellation of course enrolment.
Table1:Six categories of Academic Integrity breaches
Plagiarism | Reproducingtheworkofsomeoneelsewithoutattribution.Whenastudent submits their own work on multiple occasions this is known as self- plagiarism. |
Collusion | Workingwithoneormoreotherindividualstocompleteanassignment,ina way that is not authorised. |
Copying | Reproducingandsubmittingtheworkofanotherstudent,withorwithout theirknowledge.Ifastudentfailstotakereasonableprecautionstoprevent their own original work from being copied, this may also be considered an offence. |
Impersonation | Falselypresentingoneself,orengagingsomeoneelsetopresentasoneself,in an in-person examination. |
Contractcheating | Contractingathirdpartytocompleteanassessmenttask,generallyin exchange for money or other manner of payment. |
Datafabricationand falsification | Manipulatingorinventingdatawiththeintentofsupportingfalse conclusions, including manipulating images. |
Source:INQA
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