Nov 10, 2017 in Economics

Data from alternative investments

Assets classes:

Gilt funds are funds with the ability to be invested in different ways especially when it comes to the government’s both long term and medium term on financial securities.  These kinds of funds originally started in Britain. On the other hand, bond funds are the types of funds being invested in the corporate society, government securities and other instruments within the money market.

On the other hand, equity assets are defined as the existence difference between the liabilities’ values and the assets values owned by individual or company or government. The best example is where an individual owns a land worth $20000 (an asset) but has not paid a loan against the land probably $7000 (liability), then the land can be said to represent $13000 of the equity.

Therefore, equity simply refers to the assets’ values but less all the liabilities of the said assets. it can be calculated by an equation below:

Equity= Assets-Liabilities

Moreover, other assets include listed funds. These are the funds which have been mentioned as part of other exchange stocks. In these funds, investors have the ability to be issued with financial securities and have the ability to carry out the trade on the same especially through other stock brokers.

However, unlisted funds may also include properties which have not been listed as well but have the capacity to issue specific units to the users as well. These types of funds are also considered as manageable funds.

The growth fund is also considered in the stock market. In this type of fund, there is capital appreciation which is the main goal. However, in growth funds, there is no or little payment of dividends as well. Here, most companies with more than average growth exhibit the portfolios of participating into reinvestment expansion as well as research and development.

Other funds assets include balanced funds which are majorly channeled to all the investors in need of safety as well as the best way to practice capital appreciations. These capital investments are usually within the minimum and maximum assets values.

There are also cash funds which sometimes are referred to as the money market funds. These funds are aiming to ensure that the investors are given opportunities to invest but these places of investment must be safe and accessible as well. These types of funds are associated with low risks but with limited return investment as well.

The excel table created have the all the calculations provided in the sheet. The calculations include averages, standard deviations and the maximum and minimum values on the same.

References

https://www.americanfunds.com/advisor/tools/planning/asset-mix-worksheet.html#

 

Number Year Value of assets Liabilities Values Equity funds Gilt Funds Median x-xÌ…

 

 

 
Sq.
1 1998 50 599 11599,0 39000,0 39620,00 36793,14 -622,00 386884
2 1999 53 109 14985,0 38124,0 40233,00 36886,51 -2636,00 6948496
3 2000 53 301 13853,0 39448,0 40858,00 37086,29 616,00 379456
4 2001 56 885 12246,0 44639,0 39786,00 37150,51 -456,00 207936
5 2002 56 745 11378,0 45367,0 40520,00 37181,21 278,00 77284
6 2003 60 493 11287,0 49206,0 42299,00 37234,25 2057,00 4231249
7 2004 61 978 14568,0 47410,0 38592,00 37810,43 -1650,00 2722500
8 2005 61 631 14210,0 47421,0 40083,00 37853,88 -159,00 25281
9 2006 63 297 15219,0 48078,0 40686,00 37993,40 444,00 197136
10 2007 66 531 14523,0 52008,0 38432,00 38056,52 -1810,00 3276100
11 2008 67 600 13181,0 54419,0 40170,00 38170,53 -72,00 5184
12 2009 66 889 14361,0 52528,0 39210,00 38383,94 -1032,00 1065024
13 2010 70 024 15647,0 54377,0 42784,00 38555,13 2542,00 6461764
14 2011 70 056 12802,0 57254,0 41600,00 38615,58 1358,00 1844164
15 2012 71 857 14428,0 57429,0 39070,00 38635,89 -1172,00 1373584
16 2013 53 226 13156,0 40070,0 42869,00 38635,89 0,00 0
17 2014 64 298 15076,0 49222,0 42000,00 38635,89 3954,00 15634116
18 2015 70 552 15589,0 54963,0 38354,00 38635,89 36884,86 1360492631
19 2016 55 752 11495,0 44257,0 39628,00 38635,89 39628,00 1570378384
20 2017 62 776 14656,0 48120,0 38046,00 38635,89 38046,00 1447498116
Average   61879,95 13712,95 48167,00 40242,00 37979,33 5809,94 221160264,44
Max   71857,00 15647,00 57429,00 42869,00 38635,89 39628,00 1570378384,00
Min   50599,00 11287,00 38124,00 38046,00 36793,14 -2636,00 0,00
S.D   6647,37 1465,02 6032,16 1469,14 682,54 14045,22 534810311,99

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