Data Analysis Research Report

2080 WordsAug 22, 20139 Pages
| | | Rebecca RoyN8586799Tutor: Jenny Houtsma | [BSB123 - Data analysis research report] | Analyzing the relationships between different variables in relation to one year returns within the superannuation industry. | Contents 1.0 Introduction 2 2.0 Outliers 3 3.0 Historical Analysis 4 4.0 Current Data (One Variable Analysis 5 5.0 Bivariate and Trivariate Analysis 6 5.1 Impact of Investment Strategy on One Year Returns 6 5.2 Impact of Three Year Returns on One Year Returns 8 5.3 Impact of Investment Strategy and Three Year Returns on One Year Returns 10 6.0 Conclusion 11 7.0 Appendix 12 1.0 Introduction Superannuation is something that is relevant to all working Australians and making the…show more content…
Within these two categories there are different options in regards to risk and return levels, both of which run parallel to each other meaning the higher the risk the higher the rate of return. The below graph (Figure 3) shows the average one year return for each of the investment strategies. Figure 3 – Average One Year Return Figure 3 – Average One Year Return Each strategy will be used in a different way or ‘style,’ leaving funds of the same strategy with varying results. For example Australian Equity had an average one year return of -6.76 per cent, while Australian Fixed Interest had an average one year return of 6.99 per cent. Comparing the average one year return for each strategy illustrates which funds have the most reliable or steady rate of return, and in this case the most reliable funds are those with fixed interest. This is coherent with the risk factors associated with the different strategies, even though fixed interest is considered low risk and offers low returns, these returns are more reliable than strategies with a high risk, and therefore still perform positively under times of economic crisis. After one year, all superannuation strategies offered returns between -0.20 per cent and 0.15 per cent, and are exemplified in the graph below (Figure 4). Figure 4 – Impact of Investment Strategy on One Year Returns Figure 4 – Impact of Investment Strategy on One Year
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