A comparative analysis of equity and balanced unit trust funds before and during covid-19 pandemic

Norhamiza Ishak and Minah Japang and Jude Woryanta Taunson (2022) A comparative analysis of equity and balanced unit trust funds before and during covid-19 pandemic. International Journal of Academic Research in Business and Social Sciences, 12 (9). pp. 1-17. ISSN 2222-6990

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Abstract

This paper aims to examine the comparative performance of equity and balanced unit trust funds before and during the COVID-19 pandemic, which is from January 2014 to December 2018 and January 2019 to December 2020. To achieve the aforementioned study objective, the study conducted by using three model measures, Sharpe, Treynor and Jensen’s alpha Index. The findings of this study carry out the COVID-19 pandemic does not affect the performance of equity and balanced unit trust funds. Investors gain a return from equity funds and balanced funds into a well-diversified domestic investment portfolio. To be concluded that unit trust funds help investors to put their money in different baskets of investment avenues to minimize the risk of loss of money, especially during a turbulent market. Future studies may investigate the features of fixed-income-based unit trusts, such as government and corporate bonds with commercial and social goals and as a mechanism for promoting environmental, social and governance (ESG) considerations towards establishing a low-carbon economy.

Item Type:	Article
Keyword:	Equity, Balanced, Sharpe, Treynor, Jensen’s Alpha, COVID- 19 Pandemic
Subjects:	H Social Sciences > HF Commerce > HF1-6182 Commerce > HF5001-6182 Business > HF5549-5549.5 Personnel management. Employment management H Social Sciences > HG Finance > HG1-9999 Finance > HG4501-6051 Investment, capital formation, speculation
Department:	FACULTY > Labuan Faculty of International Finance
Depositing User:	ABDULLAH BIN SABUDIN -
Date Deposited:	18 Jul 2025 11:44
Last Modified:	18 Jul 2025 11:44
URI:	https://eprints.ums.edu.my/id/eprint/44535

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