CCM Unit Trust case studies
CCM Unit Trust · Put your knowledge to work in context.
The CCM Unit Trust credential sits within Malaysia's capital market professional certification landscape, which is developed and delivered by the Securities Industry Development Corporation (SIDC), the learning and development arm of the Securities Commission Malaysia. SIDC describes itself as Malaysia's leading capital market learning and development institution, established in 1994, offering certification, training and examination programmes designed to enhance professional capabilities and uphold industry standards. The CCM Unit Trust case studies are 5 cases and about 3,394 words.
1Single-Issuer Limit Breach After a Merger
Arden Unit Trust Management manages the Meridian Balanced Fund, a retail unit trust with RM 480 million in net asset value. The trust deed and the applicable rules cap exposure to any single issuer at 10% of NAV.
735 words, about 4 min2Stale Bond Price and a Sub-Threshold NAV Error
Kestrel Asset Management runs the Kestrel Income Trust, valued daily at 5 p.m. On 14 June a dealer used a 12-day-old broker quote for a corporate bond instead of the independent pricing service's price.
631 words, about 3 min3Guaranteed Return Poster and a 5 p.m. Approval Deadline
Lumen Distribution is launching a retail campaign for the Horizon Global Equity Unit Trust. The proposed poster reads: '8.2% average annual return - guaranteed by our award-winning team', above a bar chart showing only the fund's five best years.
677 words, about 3 min4Front-Running Ahead of the Fund's Order
Ravi is lead manager of the Aster Small Cap Fund, a unit trust with RM 250 million in assets. On 9 May the investment committee approves buying up to 4% of the fund in NovaTech Berhad, a takeover candidate identified by research.
670 words, about 3 min5Backdated Orders and the Distributor's Cut-Off
Crest Asia Bond Fund is a daily-dealt unit trust with a 4 p.m. cut-off for subscriptions and redemptions and a 5 p.m.
681 words, about 3 min