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Relationship between size and performance of South African unit trust funds

Mini Dissertation (MBA)--University of Pretoria, 2019.

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Other Authors: Thaver, Kuben
Format: Thesis
Language:English
Published: University of Pretoria 2020
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access_status_str Open Access
author2 Thaver, Kuben
author_browse Thaver, Kuben
author_facet Thaver, Kuben
collection Thesis
dc_rights_str_mv © 2020 University of Pretoria. All rights reserved. The copyright in this work vests in the University of Pretoria. No part of this work may be reproduced or transmitted in any form or by any means, without the prior written permission of the University of Pretoria.
description Mini Dissertation (MBA)--University of Pretoria, 2019.
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institution University of Pretoria (South Africa)
language English
last_indexed 2026-06-10T12:39:49.604Z
license_str Other — see source repository
provenance_str_mv Harvested via OAI-PMH from UPSpace — University of Pretoria Institutional Repository
publishDate 2020
publishDateRange 2020
publishDateSort 2020
publisher University of Pretoria
publisherStr University of Pretoria
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source_str UPSpace — University of Pretoria Institutional Repository
spelling oai:repository.up.ac.za:2263/73938 Relationship between size and performance of South African unit trust funds Thaver, Kuben ichelp@gibs.co.za Wessels, Bernard UCTD Mini Dissertation (MBA)--University of Pretoria, 2019. This study investigates the relationship between unit trust fund size and the net of fee performance of actively managed South African unit trust funds. Although a slight, yet significant, negative relationship between unit trust fund size and performance is documented, no difference was found between the mean performance of small and large South African unit trust funds. This finding suggests that the slight negative impact of fund size on unit trust performance was most likely outweighed by the positive impact of fund family size on unit trust performance. Therefore, depending on the characteristics of the organisation to which a fund belongs, increased fund size should not necessarily detract from fund performance. Furthermore, fund size was found to be a weak determinant of unit trust performance, with more than 99% of the variation in unit trust performance explained by factors other than fund size. The findings of this study suggest that fund size should be given very little, if any, consideration when assessing the future return potential of South African unit trust funds. ms2020 Gordon Institute of Business Science (GIBS) MBA 2020-04-06T09:59:52Z 2020-04-06T09:59:52Z 2020/04/01 2019 Mini Dissertation Wessels, B 2019, Relationship between size and performance of South African unit trust funds, MBA Mini Dissertation, University of Pretoria, Pretoria, viewed yymmdd <http://hdl.handle.net/2263/73938> http://hdl.handle.net/2263/73938 en © 2020 University of Pretoria. All rights reserved. The copyright in this work vests in the University of Pretoria. No part of this work may be reproduced or transmitted in any form or by any means, without the prior written permission of the University of Pretoria. application/pdf University of Pretoria
spellingShingle UCTD
Relationship between size and performance of South African unit trust funds
title Relationship between size and performance of South African unit trust funds
title_full Relationship between size and performance of South African unit trust funds
title_fullStr Relationship between size and performance of South African unit trust funds
title_full_unstemmed Relationship between size and performance of South African unit trust funds
title_short Relationship between size and performance of South African unit trust funds
title_sort relationship between size and performance of south african unit trust funds
topic UCTD
url http://hdl.handle.net/2263/73938