The size conundrum: Exploring the size and scale of Philippine mutual funds

Mutual funds are pool of investments from investors who share a common financial goal. This type of investment makes money when a security can pay the dividends and interests associated to the fund, or when a security rises in value. In the Philippines, there are currently four basic types of mutual...

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Main Authors: Bernales, Christine Marie E., Combenido, Nicole Anne B., Torda, Andre' Dominique, Trinidad, Franco Luis
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Language:English
Published: Animo Repository 2016
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Online Access:https://animorepository.dlsu.edu.ph/etd_bachelors/8501
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Institution: De La Salle University
Language: English
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spelling oai:animorepository.dlsu.edu.ph:etd_bachelors-91462021-08-20T06:45:19Z The size conundrum: Exploring the size and scale of Philippine mutual funds Bernales, Christine Marie E. Combenido, Nicole Anne B. Torda, Andre' Dominique Trinidad, Franco Luis Mutual funds are pool of investments from investors who share a common financial goal. This type of investment makes money when a security can pay the dividends and interests associated to the fund, or when a security rises in value. In the Philippines, there are currently four basic types of mutual funds, namely: balanced, bond, money market and equity funds. This study would focus on the last mentioned type of mutual fund, the equity fund. Fund size, economies of scale and diseconomies of scale are issues that could impact the performance of mutual funds. This paper aims to study the effects of the aforementioned factors on six active equity mutual funds in the Philippines for the period 2008-2015. The results show that the performance of mutual funds are not dependent on the size of the fund, rather it depends on how long it has been in the industry since fund age and the management age are the most significant variables in the study. Moreover, it depends on the approach of the fund manager and his intentions to invest the money in either small to big caps, high or low book market stocks, or winner or loser stocks. 2016-01-01T08:00:00Z text https://animorepository.dlsu.edu.ph/etd_bachelors/8501 Bachelor's Theses English Animo Repository Mutual funds--Philippines Stocks--Philippines
institution De La Salle University
building De La Salle University Library
continent Asia
country Philippines
Philippines
content_provider De La Salle University Library
collection DLSU Institutional Repository
language English
topic Mutual funds--Philippines
Stocks--Philippines
spellingShingle Mutual funds--Philippines
Stocks--Philippines
Bernales, Christine Marie E.
Combenido, Nicole Anne B.
Torda, Andre' Dominique
Trinidad, Franco Luis
The size conundrum: Exploring the size and scale of Philippine mutual funds
description Mutual funds are pool of investments from investors who share a common financial goal. This type of investment makes money when a security can pay the dividends and interests associated to the fund, or when a security rises in value. In the Philippines, there are currently four basic types of mutual funds, namely: balanced, bond, money market and equity funds. This study would focus on the last mentioned type of mutual fund, the equity fund. Fund size, economies of scale and diseconomies of scale are issues that could impact the performance of mutual funds. This paper aims to study the effects of the aforementioned factors on six active equity mutual funds in the Philippines for the period 2008-2015. The results show that the performance of mutual funds are not dependent on the size of the fund, rather it depends on how long it has been in the industry since fund age and the management age are the most significant variables in the study. Moreover, it depends on the approach of the fund manager and his intentions to invest the money in either small to big caps, high or low book market stocks, or winner or loser stocks.
format text
author Bernales, Christine Marie E.
Combenido, Nicole Anne B.
Torda, Andre' Dominique
Trinidad, Franco Luis
author_facet Bernales, Christine Marie E.
Combenido, Nicole Anne B.
Torda, Andre' Dominique
Trinidad, Franco Luis
author_sort Bernales, Christine Marie E.
title The size conundrum: Exploring the size and scale of Philippine mutual funds
title_short The size conundrum: Exploring the size and scale of Philippine mutual funds
title_full The size conundrum: Exploring the size and scale of Philippine mutual funds
title_fullStr The size conundrum: Exploring the size and scale of Philippine mutual funds
title_full_unstemmed The size conundrum: Exploring the size and scale of Philippine mutual funds
title_sort size conundrum: exploring the size and scale of philippine mutual funds
publisher Animo Repository
publishDate 2016
url https://animorepository.dlsu.edu.ph/etd_bachelors/8501
_version_ 1772834726193659904