Assignment - Novel Mutual Fund

Topic: Draft a termsheet a novel mutual fund

Target Audience: MBA Class Members

Objective: To obtain funding from your classmates to start new mutual fund


Format: MS Word format. Maximum length of text: 10 A4 pages of (minimum)
font 11.

Should include (at a minimum):
  • Fund structure
  • Type of Fund
  • Amount requires
  • Strategies
  • Type of Investments
  • Eligible Assets/Securities
  • Risk Factors
  • Risk Management methods
  • Fees
To be done in groups of 2-3 members. Deadline for hand-in: TBA

The key will be to be original, comprehensive and concise within the constraints.  You will also have the opportunity to pitch your fund with the class.

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