1. 

   barbados Member

   Hi all,
   
   In the answer for Domestic Equities in Period 4 I see the number 5255000. How is this number obtained?
   
   Thanks!

    

   barbados, Sep 19, 2013

   #1
2. 

   Colin McKee ActEd Tutor Staff Member

   attribution
   
   The portfolio value after three periods is £10,510,000. At the start of the next period it rebalances to the benchmark, which contains 50% domestic equities. So 10,510/2 = 525.5 k is invested in domestic equities at that time.

    

   Colin McKee, Sep 25, 2013

   #2

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