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A liability is due at the end of year 3,L=1,100 and the only assets available are a two year 6% bond with semiannual coupons and a 4-year zero coupon bond, both yielding 4.5%. How much of each will immunize the investment against a change of interest rates and fully meet the obligation using 4.5% ? Ans. 462.47 and 501.456.

User Rowell
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Final answer:

To immunize the investment against a change in interest rates and meet the obligation, you would need to purchase approximately $462.47 of the two-year 6% bond with semiannual coupons and $501.456 of the 4-year zero coupon bond.

Step-by-step explanation:

To immunize the investment against a change in interest rates and fully meet the obligation, we need to determine the amount of each bond to purchase. Let's start with the two-year 6% bond with semiannual coupons. The present value of the bond's coupons due at the end of year 3 is calculated using the formula:

PV = C / (1 + r/2)^n

where PV is the present value, C is the coupon amount, r is the yield to maturity, and n is the number of periods. Using a yield of 4.5% and solving for PV, we get:

PV = L / (1 + r/2)^n

Substituting the given values, we have:

1,100 = C / (1 + 0.045/2)^6 + 1,000 / (1 + 0.045/2)^6

Solving this equation, we get the coupon amount C to be approximately $462.47. Since we know the face value of the bond is $1,000, the remaining amount of the liability can be met by purchasing a 4-year zero coupon bond. Using the formula:

Face value = Present value / (1 + r)^n

we can calculate the present value of the zero coupon bond as:

1,100 - 462.47 = PV / (1 + 0.045)^4

Solving for PV, we find that the present value should be approximately $501.456.

User Altimir Antonov
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