A study of the unit trust industry in Hong Kong.

Description

by Chan, Lap-yan, Alvin. / Includes questionnaire in Chinese. / Thesis (M.B.A.)--Chinese University of Hong Kong, 1994. / Includes bibliographical references (leaves 55-56). / LIST OF TABLES --- p.iv / ABSTRACT --- p.v / ACKNOWLEDGEMENT --- p.vi / Chapter / Chapter I. --- INTRODUCTION --- p.1 / Chapter II. --- METHODOLOGY AND LIMITATIONS --- p.3 / Chapter III. --- DIFFERENT KINDS OF FUNDS --- p.5 / Open-ended Versus Closed-ended Fund --- p.5 / Unit Trust Versus Mutual Fund --- p.6 / No-load Versus Load Fund --- p.7 / Unit Trust Categories --- p.8 / Chapter IV. --- REGULATORY FRAMEWORK IN HONG KONG --- p.11 / The Code on Unit Trusts and Mutual Funds --- p.13 / The Code of Ethics --- p.14 / Chapter V. --- THE STRUCTURE OF UNIT TRUSTS --- p.15 / Domicile --- p.15 / Trustee --- p.16 / Management Company --- p.18 / Chapter VI. --- MARKETING OF UNIT TRUSTS IN HONG KONG --- p.19 / Sales and Redemptions Figures --- p.19 / Sales Channels --- p.21 / Fund Houses --- p.21 / Agents --- p.22 / Banks --- p.23 / Sales Process --- p.25 / Dealing Procedures --- p.26 / Switching/Redemption --- p.27 / Chapter VII. --- TRANSACTION COSTS OF DEALING IN UNIT TRUSTS --- p.30 / Charges Reflected in Bid-Offer Spread --- p.31 / Charges Reflected in NAV --- p.33 / Rounding --- p.35 / Exchange Rate Risk/Spread --- p.36 / Actual Spreads of Fund Prices --- p.38 / Chapter VIII. --- RISK AND RETURN --- p.41 / Performance Evaluation Method --- p.41 / Previous Studies --- p.43 / Sharped Index of Selected Funds in Hong Kong --- p.44 / Chapter IX. --- CONCLUSION --- p.50 / APPENDIX --- p.52 / REFERENCES --- p.55 / BILBLIOGRAPHIC READINGS --- p.56

Links & Downloads

1. cuhk:319305
2. http://library.cuhk.edu.hk/record=b5888060
3. http://repository.lib.cuhk.edu.hk/en/item/cuhk-319305

Tags

Mutual funds

Mutual funds--China--Hong Kong

Additional Fields

Identifer	oai:union.ndltd.org:cuhk.edu.hk/oai:cuhk-dr:cuhk_319305
Date	January 1994
Contributors	Chan, Lap-yan Alvin., Chinese University of Hong Kong Graduate School. Division of Business Administration.
Publisher	Chinese University of Hong Kong
Source Sets	The Chinese University of Hong Kong
Language	English
Detected Language	English
Type	Text, bibliography
Format	print, vi, 56 leaves ; 30 cm.
Coverage	China, Hong Kong
Rights	Use of this resource is governed by the terms and conditions of the Creative Commons “Attribution-NonCommercial-NoDerivatives 4.0 International” License (http://creativecommons.org/licenses/by-nc-nd/4.0/)