TUGASAN/ASSIGNMENT

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BDPL4103
INTRODUCTORY INVESTMENT MANAGEMENT
SEMESTER MAY 2018
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ARAHAN KEPADA PELAJAR / INSTRUCTIONS TO STUDENTS

1. Tugasan ini mengandungi TIGA soalan yang disediakan dalam Bahasa Melayu dan Bahasa
Inggeris / This assignment contains THREE questions that is set in both Malay and English.

2. Jawab dalam Bahasa Melayu atau Bahasa Inggeris. / Answer in Malay or English.

3. Anda dikehendaki menyerahkan tugasan dalam format MsWord melainkan dinyatakan

sebaliknya. Anda tidak dibenarkan untuk menukar teks/frasa tugasan tersebut kepada format
grafik seperti .jpeg / .gif / print screen / dan lain-lain format berkaitan. /Learners are to submit
assignment only in MsWord format unless specified otherwise. Please refrain from converting
text/phrases into picture format such as .gif / .jpeg / print screen / etc.

4. Muat turunkan templat tugasan versi bahasa yang berkenaan daripada myINSPIRE untuk
penyediaan dan penyerahan tugasan anda. Tugasan anda hendaklah ditaip dengan
menggunakan saiz fon 12 Times New Roman dan langkau baris 1.5. / Download the language
version of the assignment template concerned from the myINSPIRE for preparation and
submission of your assignment. Your assignment should be typed using 12 point Times New
Roman font and 1.5 line spacing.

5. Tugasan anda hendaklah antara 2500 hingga 3000 patah perkataan tidak termasuk rujukan.
Bilangan perkataan hendaklah ditunjukkan di hujung tugasan anda. Jangan menyalin soalan
dan arahan tugasan dalam jawapan anda. Pemeriksa tidak akan membaca jawapan tugasan
yang melebihi had patah perkataan yang dibenarkan. Jumlah perkataan hendaklah
dinyatakan di penghujung tugasan anda. / Your assignment should be between 2500 to
3000 words excluding references. The number of words should be shown at the end of your
assignment. Do not copy the assignment question and instructions to your answer. Only
assignment answer developed within the approximate word limit will be assessed. The
number of words should be shown at the end of your assignment.

6. Anda dikehendaki menghantar tugasan SECARA ONLINE melalui myINSPIRE. Sila rujuk kepada
portal untuk arahan mengenai prosedur menghantar tugasan anda secara online. Anda
dinasihatkan menyimpan senaskah tugasan yang diserahkan untuk rujukan sendiri. / You must
submit your assignment ONLINE via the myINSPIRE. Refer to the portal for instructions on the
procedures to submit your assignment online. You are advised to keep a copy of your submitted
assignment for personal reference.

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 7. Anda hanya boleh menghantar tugasan SEKALI sahaja dalam SATU fail. / You can submit your
assignment ONCE only in a SINGLE file.

8. Tugasan anda hendaklah diserahkan antara 9hb Julai 2018 hingga 22hb Julai 2018. Serahan
selepas 22hb Julai 2018 TIDAK akan diterima. / Your assignment must be submitted between 9th
July 2018 until 22rd July 2018. Submission after 22rd July 2018 will NOT be accepted.

9. Tugasan hendaklah disiapkan secara individu. Anda dilarang meniru tugasan orang lain. Anda
juga dilarang sama sekali memplagiat kerja orang lain sebagai kerja sendiri. /
Your assignment should be prepared individually. You should not copy another person’s
assignment. You should also not plagiarise another person’s work as your own.

10. Sila ambil maklum tentang PENALTI yang akan dikenakan ke atas penghantaran lewat tugasan
seperti yang tertera di pekeliling pejabat Pendaftar 6/2012 (Rujuk Registrar’s Announcement di
myINSPIRE) / Please take note that PENALTY will be imposed on late submission of assignment as
specified in the Registrar’s Office circular 6/2012 (Refer to Registrar’s Announcement in
myINSPIRE).

11. Anda perlu memastikan RESIT yang dikeluarkan bagi penghantaran tugasan disimpan sebagai
bukti penghantaran. Kegagalan mengemukakan resit dalam sebarang isu yang timbul berkaitan
penghantaran tugasan akan mengakibatkan tugasan dianggap TIDAK dihantar / Please ensure
that you keep the RECEIPT issued upon submisson of your assignment as proof of submission.
Your assignment is considered as NOT submitted if you fail to produce the submission receipt in
any dispute arises concerning assignment submission.

PENILAIAN / EVALUATION
Tugasan ini menyumbang sehingga 60% daripada jumlah markah kursus berkenaan dan akan dinilai
berdasarkan kepada Skema Jawapan. / This assignment accounts for 60% of the total marks for the
course and shall be assessed based on Answer Scheme .

Anda akan diberikan maklum balas tentang tugasan ini sebelum Peperiksaan Akhir Semester
bermula. / You would be given feedback on the assignment before the Final Semester Examination
commences.

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 ASSIGNMENT QUESTION

PURPOSE
The purpose of this assignment is to enhance learners’ understanding on investment
alternatives and return and risk concept in investment.

REQUIREMENT
Answer all questions and show details of your workings clearly and in coherent manner.

[Total: 60 marks]

SOALAN TUGASAN

TUJUAN

Tujuan tugasan ini ialah untuk mempertingkatkan pemahaman pelajar mengenai alternatif-
alternatif pelaburan dan konsep pulangan dan risiko dalam pelaburan.

KEPERLUAN

Jawab semua soalan dan tunjukkan jalan kerja yang terperinci dengan jelas dan secara
tersusun.

[Jumlah : 60 markah]

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 QUESTION 1 Marks

There is a variety of unit trust funds in the market for investors to choose from. Explain the
following unit trust funds and also the factors that investors may consider such as the investment
objectives, risk tolerance and expected returns required in their investment.

i) Growth funds
ii) Income funds
iii) Aggressive growth funds
iv) Bond funds
v) Balance funds
(Total : 20)

SOALAN 1 Markah

Terdapat pelbagai jenis dana unit amanah di pasaran yang boleh dipilih oleh pelabur-pelabur.
Terangkan dana unit amanah yang berikut dan juga faktor-faktor yang mungkin diambil kira oleh
pelabur-pelabur seperti objektif pelaburan, toleransi risiko dan pulangan dijangka diperlukan dalam
pelaburan mereka.

i)Dana pertumbuhan
ii)Dana pendapatan
iii)Dana pertumbuhan agresif
iv)Dana bon
v)Dana imbangan
(Jumlah : 20)

QUESTION 2 Marks

a) Explain what is meant by holding period return and why do we need to determine the
annualised holding period return.
(Total: 5)
b) Calculate the annualised holding period returns for the following sets of investment.

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 Asset Holding Period Return (HPR) (%) Holding period
Unit Trust-HL 35 3 years
ABG Share 20 1 year
Real Estate -5 3 months
XXX Bonds 30 2.3 years
FKL Share 6 7.5 months

(Total: 15)

SOALAN 2 Markah
a) Terangkan apakah yang dimaksudkan dengan pulangan tempoh pegangan dan mengapakah kita
perlu menentukan pulangan tempoh pegangan tahunan.
(Jumlah: 5)

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

Aset Pulangan Tempoh Pegangan (PTP)(%) Tempoh Pegangan
Amanah saham-HL 35 3 tahun
Saham ABG 20 1 tahun
Hartanah -5 3 bulan
Bon XXX 30 2.3 tahun
Saham FKL 6 7.5 bulan

(Jumlah: 15)

QUESTION 3 Marks

Risk refers to the variation between the actual occurance and the expected occurance. Using
appropriate examples, explain the differences between business risk and financial risk as well as
systematic risk and unsytematic risk.
(Total: 20)

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 SOALAN 3 Markah
Risiko merujuk kepada variasi antara keberlakuan sebenar dengan keberlakuan jangkaan. Dengan
menggunakan contoh-contoh yang sesuai, terangkan perbezaan-perbezaan antara risiko perniagaan
dengan risiko kewangan dan juga risiko sistematik dengan risiko tak sistematik.
(Jumlah: 20)

[TOTAL MARKS / JUMLAH MARKAH: 60]

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MUKA SURAT TAMAT / END OF PAGE

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