1) Using excel, and the data provided on the previous page, open a new spreadsheet in excel and replicate the spreadsheet below wh

1) Using excel, and the data provided on the previous page, open a new spreadsheet in excel and replicate the spreadsheet below where you will see the format we require. Show the asset allocation, returns and weighted returns for both the BCG Balanced fu

Assessment Activity 1 Project Balanced Funds Comparison

Required:

1)      Using excel, and the data provided on the previous page, open a new spreadsheet in excel and replicate the spreadsheet below where you will see the format we require.  Show the asset allocation, returns and weighted returns for both the BCG Balanced fund and the BCG Growth fund. (Save the spreadsheet for submission.)

• Ensure that formulae are used in the excel spreadsheet to find the ‘Total’ asset allocation of 100% .
• Use formulae in the excel spreadsheet to calculate the weighted returns for each funds.
• Use formulae in the excel spreadsheet to calculate the total weighted return for each fund.

2)      Create a pie chart for each fund showing the asset allocation of each fund.

• Include a legend showing which asset class each colour represents
• Include data labels on the pie charts to show the actual percentages allocated to each asset class
• Include a title for each fund

3)      Write the formula in the box below that you used in the cell that gives the Total as being 100%  (cell C8)

4)      Write the formula in the box below that you used in the cell that gives the weighted return for Cash in the BCG Balanced Fund  (cell E2)

5)      Write the formula in the box below that you used in the cell that gives the Total weighted return for the BCG Growth Fund  (cell E22)

6)      When looking at a cell reference, how do you know if the cell is a “relative” cell reference in excel or an ‘’absolute” cell reference in excel?  Remember, you can google or youtube this, in addition to the notes we have provided in Appendix 5 if you need additional help.

7)      Provide an example of when you might use a relative cell reference in excel. Remember, you can google or youtube this, in addition to the notes we have provided if you need additional help. 

8)      Provide an example of when you might use an absolute cell reference in excel. Remember, you can google or youtube this, in addition to the notes we have provided if you need additional help.

9)      Explain what is meant by a weighted return.

10)      Ensure you submit your excel spreadsheet including the pie chart when you submit your assignment.