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    Bdpl4103 Introductory Investment Management

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    dicky chong
    “Financial assets refer to legal documents that prove ownership and entitlement”. Explain the following types of financial assets with suitable examples: i) Unit trust ii) Derivatives iii) Common stock iv) Bonds v) Preferred stock

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    Bdpl4103 Introductory Investment Management

    Uploaded by

    dicky chong
    24 views10 pages
    “Financial assets refer to legal documents that prove ownership and entitlement”. Explain the following types of financial assets with suitable examples: i) Unit trust ii) Derivatives iii) Common stock iv) Bonds v) Preferred stock

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    © © All Rights Reserved

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    “Financial assets refer to legal documents that prove ownership and entitlement”. Explain the following types of financial assets with suitable examples: i) Unit trust ii) Derivatives iii) Common stock iv) Bonds v) Preferred stock

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    24 views10 pages

    Bdpl4103 Introductory Investment Management

    Uploaded by

    dicky chong
    “Financial assets refer to legal documents that prove ownership and entitlement”. Explain the following types of financial assets with suitable examples: i) Unit trust ii) Derivatives iii) Common stock iv) Bonds v) Preferred stock

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 10

    1

    ASSIGNMENT/ TUGASAN
    _________________________________________________________________________
    BDPL4103
    INTRODUCTORY INVESTMENT MANAGEMENT
    PENGENALAN PENGURUSAN PELABURAN
    MAY 2024 SEMESTER

    SPECIFIC INSTRUCTION / ARAHAN KHUSUS

    1. Answer in Malay or English. /


    Jawab dalam Bahasa Melayu atau Bahasa Inggeris.

    2. Submit your assignment ONCE only in a SINGLE file. /


    Hantar tugasan SEKALI sahaja dalam SATU fail.

    3. Submit your assignment ONLINE. /


    Tugasan ini dihantar secara ONLINE.

    4. Submission Date: 15 JULY 2024. /


    Tarikh Penghantaran: 15 JULAI 2024.

    5. This assignment accounts for 60% of the total marks for the course. /
    Tugasan ini menyumbang sebanyak 60% dari jumlah markah kursus.

    ASSIGNMENT QUESTION

    2
    Part I

    PURPOSE
    The purpose of this assignment is to enhance learners’ understanding of the types of
    financial assets, as well as return and risk in investment.

    REQUIREMENT

    Answer all questions. Show your detailed workings clearly and coherently.

    [TOTAL: 50 MARKS]

    QUESTION 1 (CLO 1)
    “Financial assets refer to legal documents that prove ownership and entitlement”. Explain
    the following types of financial assets with suitable examples:

    i) Unit trust
    ii) Derivatives
    iii) Common stock
    iv) Bonds
    v) Preferred stock

    (Total: 20 marks)

    QUESTION 2 (CLO 2)

    3
    a) Explain what is meant by holding period return and why we need to determine the
    annualised holding period return.
    (5 marks)

    b) Calculate the annualised holding period returns for the following sets of investments.
    Assets Holding Period Return (HPR) Holding Period
    (%)
    Unit Trust-HL 35 3 years
    XYZ Share 20 1 year
    Real Estate -5 3 months
    UTL Bonds 30 2.3 years
    FGE Share 6 7.5 months

    (15 marks)

    c) Risk refers to the variation between the actual occurrence and the expected
    occurrence. With an appropriate example, explain the differences between business
    risk and financial risk.
    (10 marks)

    (Total: 30 marks)

    Part II

    ONLINE CLASS PARTICIPATION (10%)

    4
    Discuss the following topic(s) in the forum and submit proof of your participation in the
    online discussions:

    “Common shareholders are regarded as owners of the company which receive returns in
    the form of dividends. However, the dividend is only paid to common shareholders after
    interest payments to bondholders and dividend payments to preferred shareholders have
    been made.” Discuss the advantages and disadvantages of common stocks to the
    investors.

    [TOTAL: 10 MARKS]

    [GRAND TOTAL: 60 MARKS]

    5
    SOALAN TUGASAN

    Bahagian I

    TUJUAN
    Tujuan tugasan ini adalah untuk mempertingkatkan pemahaman pelajar mengenai jenis-
    jenis aset kewangan , dan juga pulangan dan risiko dalam pelaburan.

    KEPERLUAN
    Jawab semua soalan. Tunjukkan jalan kerja terperinci anda dengan jelas dan tersusun.

    [JUMLAH: 50 MARKAH]

    SOALAN 1 (CLO 1)

    “Aset kewangan merujuk kepada dokumen undang-undang yang membuktikan pemilikan


    dan kelayakan”. Terangkan jenis-jenis aset kewangan berikut dengan contoh-contoh yang
    sesuai:

    i)Amanah saham
    ii)Derivatif
    iii)Saham biasa
    iv)Bon
    v)Saham keutamaan
    (Jumlah: 20 markah)

    6
    SOALAN 2 (CLO 2)

    a) Terangkan apakah yang dimaksudkan dengan pulangan tempoh pegangan dan


    mengapakah kita perlu menentukan pulangan tempoh pegangan tahunan.
    (5 markah)

    b) Kirakan pulangan tempoh pegangan tahunan bagi set pelaburan berikut.


    Aset Pulangan Tempoh Pegangan (PTP) Tempoh Pegangan
    (%)
    Amanah Saham-HL 35 3 tahun
    Saham XYZ 20 1 tahun
    Harta Tanah -5 3 bulan
    Bon UTL 30 2.3 tahun
    Saham FGE 6 7.5 bulan

    (15 markah)

    c) Risiko merujuk kepada variasi diantara keberlakuan sebenar dengan keberlakuan


    jangkaan. Dengan contoh yang sesuai, terangkan perbezaan-perbezaan antara risiko
    perniagaan dengan risiko kewangan. (10 markah)

    (Jumlah: 30 markah)

    7
    Bahagian II

    PERBINCANGAN KELAS DALAM TALIAN (10%)

    Bincangkan topik berkenaan di dalam forum dan hantar bukti penglibatan forum dalam

    perbincangan dalam talian.

    “Pemegang saham biasa dianggap sebagai pemilik syarikat yang menerima pulangan dalam
    bentuk dividen. Walaubagaimanapun, dividen hanya dibayar kepada pemegang saham biasa
    selepas pembayaran faedah kepada pemegang-pemegang bon dan pembayaran dividen
    kepada pemegang saham keutamaan telah dipenuhi." Bincangkan kelebihan-kelebihan dan
    kelemahan-kelemahan saham biasa kepada para pelabur.

    [JUMLAH: 10 MARKAH]

    [JUMLAH KESELURUHAN: 60 MARKAH]

    8
    Part II/Bahagian II (10%): ONLINE CLASS PARTICIPATION/PENYERTAAN KELAS DALAM TALIAN
    Marks for discussion in the forum (OCP) will be given based on the following rubrics:/
    Markah untuk perbincangan dalam forum (OCP) akan diberikan berdasarkan rubrik berikut:

    Excellent/ Good/ Fair/ Poor/ Unsatisfactory/


    Criteria/ Weightage Cemerlang Baik Sederhana Lemah Tidak memuaskan Max
    *QN CLO
    Kriteria / Pemberat Marks
    4 3 2 1 0
    Quality of Postings All five comments Four of the Two or three of the One post submitted. OR Postings done past
    are good, comments are good, comments are All posts done in one assignment
    appropriate, appropriate, somewhat good, day. timeline.
    Affective Domain relevant, meaningful, relevant, meaningful, appropriate, OR None of the OR No postings
    (A3) and respectful. and respectful. meaningful and comments are good given as proof of
    Postings reflect Postings reflect respectful. and relevant. participation in
    active participation participation within Postings show OR Comments are short discussion
    within assignment assignment timeline. relatively short responses that are not
    timeline. participation time. substantial nor
    meaningful. Minimum
    effort (e.g. “I agree with
    Tina”)
    1 1 2.5 10
    Kualiti Postings Kelima-lima komen Empat Dua atau tiga Satu penghantaran Postings melepasi
    baik, sesuai, relevan, komen baik, sesuai, komen baik, sesuai, ATAU Semua tempoh tugasan.
    Domain Afektif bermakna dan relevan, bermakna relevan,bermakna penghantaran dibuat ATAU Tiada
    (A3) berhemah. dan berhemah. dan berhemah dalam satu hari . ATAU Postings diberi
    Postings Postings Postings Tiada komen yang baik sebagai bukti
    mencerminkan mencerminkan menunjukkan dan relevan. ATAU penyertaan dalam
    penyertaan aktif penyertaan sepanjang penyertaan dalam Komen hanya respon perbincangan
    sepanjang tempoh tempoh tugasan. jangakamasa yang yang ringkas dan tidak
    tugasan. singkat. meluas dan tidak
    bermakna.Usaha
    minimum (Cth: “Saya
    bersetuju dengan Tina”)
    Total Marks/Jumlah Markah 2.5 10
    *QN = Question Number / *NS = Nombor Soalan

    9
    INSTRUCTIONS ON HOW TO SUBMIT PROOF OF ONLINE CLASS PARTICIPATION (10%)
    Do the following:
    1. Select the best FIVE (5) of your postings from the forum discussion set up by your tutor.
    2. Do screenshots of the postings and include them as images in your assignment.
    3. The screenshots should be in image file (either in JPG or PNG format). Refer to the sample of Screen Grab below
    4. The screenshots should contain: Name, Title of the discussion, Day, Date and Time.

    ARAHAN PENGHANTARAN BUKTI PENYERTAAN KELAS DALAM TALIAN (10%):


    Lakukan perkara berikut:
    1. Pilih LIMA (5) posting anda yang terbaik daripada perbincangan forum yang ditetapkan dalam tugasan.
    2. Lakukan screen shot posting dan isikan dalam bentuk imej di dalam fail tugasan anda.
    3. Imej screen shot mesti dalam format imej (sama ada JPG atau PNG). Rujuk pada contoh screen shot di bawah.
    4. Screen shot mesti mengandungi nama, tajuk perbincangan, hari, tarikh dan masa.

    10

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