Unit Trust: An Appraisal of Applicable Laws

2007 ◽  
Author(s):  
Obianuju Ifeoma Menakaya
Keyword(s):  
Unit Trust

An overview of unit trust funds in Malaysia

2018 ◽  
Vol 4 (3) ◽  
pp. 117-123 ◽  
Author(s):  
Norazlina Ripain ◽  
Nurul Wajhi Ahmad
Keyword(s):  
Trust Funds ◽  
Unit Trust

scholarly journals Review of Mutual Funds Investment in India

2021 ◽  
Vol 12 (2) ◽  
pp. 1326-1330
Author(s):  
Govindappa Mani, Et. al.
Keyword(s):  
Mutual Funds ◽  
Institutional Investors ◽  
Unit Trust

The Indian mutual fund's industry, which started its excursion with the foundation of the Unit Trust of India in 1964, has seen unobtrusive development lately. There has been developing both regarding AUM just as the assortment of items advertised. As on December 2015, the investors in India have a choice to look over in excess of 1,000 of mutual funds plans spread across 44 fund houses with a complete AUM estimation of '13.46 lakh crores. The passage of unfamiliar players has prompted the presentation of an assortment of inventive items to suit the developing necessities of Indian investors. The Indian mutual fund's industry was discovered to be overwhelmed by institutional investors.

scholarly journals Internalization of Intrinsic Value of Trust in Financial Accountability: A Study of Subak Jatiluwih Bali Indonesia

2018 ◽  
Vol 12 (1) ◽  
pp. 99
Author(s):  
I Gede Sanica ◽  
Luh Putu Wiagustini ◽  
I.B Panji Sedana ◽  
Ni Luh Gede Sri Artini
Keyword(s):  
Organizational Performance ◽  
Intrinsic Value ◽  
Traditional Values ◽  
New Paradigm ◽  
Bottom Line ◽  
Financial Accountability ◽  
The Social ◽  
Unit Trust ◽  
Real Truth ◽  
Financial Transactions

The objective of this research is to disclose more deeply the influence of the intrinsic elements, namely, trust in the financial accountability of Subak Jatiluwih. This research applied ethno-methodological method seeking to understand and capture phenomenon through observations in the form of non-quantitative data and observing the phenomenon until the real truth is revealed. Validation and legality of data in qualitative research was carried out using triangulation techniques. The results of the study show a new paradigm in financial accountability as in the triple bottom line that the reporting of organizational performance is not just reporting financial transactions but also integrating social and natural environment. This is in line with the principles of Tri Hita Karana recognizing three elements namely parhyangan, pawongan and palemahan which aim at forming harmonization, harmony and togetherness, as an integral and inseparable unit. Trust is the most important element in the social system because the behavior of members in society is strongly influenced by what they believe and what is known as the truth, religious system and the ways of worshiping God Almighty. Trust is a statement about things that are accepted as genuine truth that are used as guidelines for activities to achieve a goal. Elements of trust oriented to traditional values in Subak are realized in various religious ceremonies. The substance of trust in Subak is not only related to trust in Subak management or bonding concept, but also trust with other stakeholders through bridging and linking in social capital concept.

Mastershares: A Bonanza for Large Investors

1991 ◽  
Vol 16 (1) ◽  
pp. 29-34 ◽  
Author(s):  
Samir K Barua ◽  
Jayanth R Varma
Keyword(s):  
Mutual Fund ◽  
Point Of View ◽  
Small Investors ◽  
Funds Management ◽  
Points Of View ◽  
Unit Trust ◽  
Diversified Portfolio

What is the performance of Mastershares the first all-equity, closed-end growth fund launched in 1986 by the Unit Trust of India — from the points of view of funds management, large investors and small investors? Samir K Barua and Jayanth R Varma examine this aspect using various portfolio measures suggested in the literature. According to them, from the perspective of funds management, Mastershares has outperformed the market. Its performance from the point of view of large investors holding Mastershares only as part of a diversified portfolio has also been excellent. However, from the point of view of investors who choose Mastershares as the principal vehicle for investment in equity, its performance is mediocre. Since most small investors are likely to be in this category and any mutual fund such as Mastershares ought to serve small investors, its inadequate performance is a matter of concern.

scholarly journals An Empirical Study on the Determinants of an Investor’s Decision in Unit Trust Investment

Economies ◽  
2019 ◽  
Vol 7 (3) ◽  
pp. 80
Author(s):  
Annamalah ◽  
Raman ◽  
Marthandan ◽  
Logeswaran
Keyword(s):  
Empirical Study ◽  
Risk Taking ◽  
Investment Decision ◽  
Sampling Technique ◽  
Primary Data ◽  
Research Approach ◽  
Sources Of Information ◽  
Cross Sectional ◽  
Financial Status ◽  
Unit Trust

Unit trust is a convenient way of investing and a sensible way to build one’s wealth in the medium term and subsequently in the long-term. Investment specialists will manage the investments and spread the risks through careful diversification. The basic nature of the unit trust is that it carries a low-level of risks and accordingly determines a lower level of returns compared to other financial instruments. There is a lack of research that empirically investigates the factors that influence an investor’s decision in unit trust investment, particularly in a Malaysian setting. The purpose of this study is to analyse the factors that influence an investor’s investment decision in purchasing a unit trust. This paper aims to narrow this research gap, whereby financial status, risk taking behaviour, investment revenue and related information are hypothesized to exert statistically significant influences on the investor’s decision in unit trust investment. The empirical study uses a quantitative research approach whereby survey data have been sampled from 202 participants using a convenient sampling technique. This research is cross-sectional and uses primary data for analysis. Data analysis has been carried out using multiple regression analysis. The empirical research finds that financial status, risk taking behaviour, and sources of information significantly influence the investors’ investment behaviours in unit trusts. However, there was not enough evidence to support the claims that investment return and revenue have a statistical relationship to the investors investment behaviours regarding unit trusts. The findings from this research will have huge implications for investors and for financial institutions. This paper helps fund managers and brokers to understand the behaviours of an individual investor in response to a unit trust. On the other hand, this helps them to better target their customers, and persuade customers to make their investments in a unit trust effectively and efficiently, thereby helping them to manage their financial wealth with less risk but better future prospects.

scholarly journals The persistence of unit trust performance for the period July 1985-June 1995

1998 ◽  
Vol 29 (3) ◽  
pp. 100-108 ◽  
Author(s):  
Margaret C. Meyer
Keyword(s):  
South Africa ◽  
Superior Performance ◽  
Time Periods ◽  
Unit Trust ◽  
Trust Industry

The purpose of this study was to determine whether any persistence of performance existed in the unit trust industry in South Africa over the ten-year period from July 1985 to June 1995. Calculations were done over different time periods (one-, two- and four-year periods) and using different definitions of superior performance (positive Jensen alphas or winner/loser phenomena). Results of nominal returns and risk-adjusted returns were also compared. Results obtained show that persistence in performance does exist, but that it is more of a 'loser' phenomenon than a 'winner' phenomenon.

New Zealand unit trust disclosure: asset allocation, style analysis, and return attribution

2010 ◽  
Vol 22 (1) ◽  
pp. 4-21 ◽  
Author(s):  
Ross Fowler ◽  
Robin Grieves ◽  
J. Clay Singleton
Keyword(s):  
New Zealand ◽  
Asset Allocation ◽  
Style Analysis ◽  
Unit Trust
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