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If there are 25 million shares outstanding, what is net asset value? If a large

ID: 2744408 • Letter: I

Question

If there are 25 million shares outstanding, what is net asset value?

If a large investor redeems 5 million shares, what happens to the portfolio value? (Enter your answer in millions.)

If a large investor redeems 5 million shares, what happens to shares outstanding? (Enter your answer in millions.)

If a large investor redeems 5 million shares, what is net asset value?

$   

The answer for B1 is not 96 million

b2 is 20 million

Need answer for b1 and b3

City Street Fund has a portfolio of $480 million and liabilities of $30 million.

Explanation / Answer

a.

Total value of assets = 480 million

Total Liability = $30 million

Number of share outstanding = 25 million

NAV of each share is calculated below:

NAV = ($480 - $30) / 25

          = $18

NAV of each share is $18.

b-1.

If an investor redeem 5 million share then portfolio value decrease by:

Decreases value = $18 × 5 million

                           = $90 million

So the portfolio value is decrease by 90 million.

b-2

If an investor redeem 5 million share then number of share outstanding decrease by 5 million share.

So new share outstanding = 25 million – 5 million

                                          = 20 million

So after redeem of 5 million share total number of share outstanding is 20 million share.

b-3

Net Asset value after redeem = $18 × 20 million

                                                = $360 million

Net assets value after redeem of 5 million share is $360 million.