Mutual Fund Investment Decision by Malaysian Investor

Shafee, Nur Baiti

doi:10.6007/ijarbss/v8-i11/4934

Cited by 6 publications

(3 citation statements)

References 3 publications

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“…In addition to dividends, other monetary benefits such as tax savings and benefits was an important aspect for Mutual Fund Investors (Ul-Hameed, Imran, Maqbool, Ahmed, & Azeem, 2019). In addition to returns generated by the investors the risk reduction through diversification was considered important by investors (Shafee, 2018). The actual and perceived performance of mutual fund are important factors that influence investment in mutual funds and various factors such as the investor's expectation might influence the perception towards the performance of mutual fund schemes.…”

Section: Performance Of Mutual Fundmentioning

confidence: 99%

Factors Influencing Investment in Mutual Fund Schemes of Nepal

Shrestha¹,

Shrestha

2020

J. Bus. Soc. Sci. Res.

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The history of mutual funds in Nepal began with the introduction of “NCM Mutual Fund 2050” in 1993. The Mutual Fund Regulation, 2010 has played an important role in development of Mutual funds as momentous progress can be observed after its implementation. The mutual fund sector has raised Rs. 17.49 billion through public offering and this figure is projected to reach Rs. 19.79 billion by the end of FY 2019/20. Considering the momentous growth in the mutual fund industry this study attempts to analyse the investment pattern of Nepalese mutual fund Investors based on various parameters. This study also attempts to identify the critical factors influencing investment in mutual fund schemes of Nepal. The results indicate that the investors are moderately averse to mutual fund schemes. The results further show that the investors chose mutual fund schemes, being relied on key performance indicators of Mutual funds and their perception towards several aspects of mutual fund schemes. Moreover, fund managers’ qualities and corporate governance factors are considered important though the results are not statistically significant.

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Section: Performance Of Mutual Fundmentioning

confidence: 99%

Factors Influencing Investment in Mutual Fund Schemes of Nepal

Shrestha¹,

Shrestha

2020

J. Bus. Soc. Sci. Res.

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“…The investors' attitudes are determined by their demographic profiles, which evaluate their marital status, age, and occupation, which has a direct effect on their investment decisions. Shafee (2018) examined the Malaysian investor's mutual fund investment decision. This study's primary objective was to investigate the factors that influence Malaysian investors to invest in mutual funds.…”

Section: Literature Reviewmentioning

confidence: 99%

Investment Behavior of Corporate Professionals Towards Mutual Funds in India

2023

ijafr

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Investors today have access to a wide variety of investment opportunities thanks to the increasingly competitive nature of the market. Mutual funds, out of the many other investment options available, are the one that are best suited for the average person since they provide the ability to invest in a portfolio that is both diversified and managed by professionals at a fee that is relatively modest. A mutual fund is a type of investment instrument that allows investors to pool their capital for the purpose of purchasing a diverse portfolio of securities. The present research study aims to understand the investment behavior of corporate professionals and also to study the various factors which influence the investment behavior of corporate professionals towards mutual funds. The research study is based on the primary data gathered from 175 different respondents through the use of a structured questionnaire. Convenience sampling, a non-probability sampling was used to identify respondents for the research study. Exploratory Factor Analysis, often known as EFA, was used to identify various factors that influence the investment behavior of corporate professionals with regard to mutual fund investments. The present research study stood effective in elucidating seven significant factors that influence the investment behavior of corporate professionals with regard to mutual fund investments.

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“…As such, it provides a low-level of earnings. Research conducted by (Shafee 2018) discovered that a unit trust is preferred by most investors, especially working adults. The unit trust provides low risk, but stable earnings and this category of investment is mostly preferred.…”

Section: Background Of Researchmentioning

confidence: 99%

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

et al. 2019

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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.

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Mutual Fund Investment Decision by Malaysian Investor

Cited by 6 publications

References 3 publications

Factors Influencing Investment in Mutual Fund Schemes of Nepal

Factors Influencing Investment in Mutual Fund Schemes of Nepal

Investment Behavior of Corporate Professionals Towards Mutual Funds in India

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

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