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GU3最终版
GU3
Class: Financial service
Name:Wongtian
Contents
Planning
1.1 my choice of portfolio
1.2 The Justification for the Selection of Each Company
1.2.1 Insurance - AVIVA
1.2.2 Bank - HSBC
1.2.3 Food Manufacturing - Associated British Foods
1.2.4 Energy - British Petroleum
1.3 Strategy of development
1.4 Source of Resources
1.5 Timetable
Developing
2.1 Project plan: a project plan and schedule for gathering information
2.2 Issues being considered for Research
2.2.1 the Economic Issues
2.2.2 the Industry Issues
2.2.3 the Stock Issues
2.3 Methods to be used for carrying out research
2.4 Details of Information gathered to Date
Evaluation
3.1 Criteria for Evaluation
3.2 Company share performance
3.2.1 HSBC
3.2.2 BP
3.2.3 A.B Foods
3.2.4 AVIVA
3.3 Sector Performance
3.3.1 Bank - Service
3.3.2 Oil Gas Producer - Production
3.3.3 Life Insurance – Service
3.3.4 Food manufacturing - production
3.4 Market Performance
3.5 Reasons for the Variances of Share Price in Conclusion
3.6 the Conclusion
Planning
1.1 Introduction and My Choice of Portfolio
In this semester, I were required to make an academic analysis for the share market as my grade unit report, and I supposed to select four companies from FTSE 100 companies with the capital of £100,000.
With a series of analysing and comparing, I decided to chose the AVIVA p.l.c, the HSBC p.l.c, the Associated British Foods p.l.c and the BP p.l.c to organize the investment portfolio. During this period, in order to record the fluctuating price per share and the level of the FTSE index weekly, I start my research from 15th Sep. to 14th Dec. to ensure that I could got the valuable informations and datas, then, I can keep on evaluating the performance of the sectors and the markets, and forecasting the future trends.
The amount of funds available for distribution is depend on the disposable funds, and I supposed to distribute separate shares as follows:
The Amount Distribution(£) Company Price per share Quantity Total AVIVA 3
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