“THE INVESTMENT PORTFOLIO FOR THE SCHEME OF AMANAH SAHAM BUMIPUTERA (ASB) FOR THE YEAR 2006 TO 2008: THE
CASE FOR PERMODALAN NASIONAL BERHAD (PNB)”
MOHD IZUAN BIN SULEIMAN 2007137417
BACHELOR OF BUSINESS ADMINISTRATION (HONS) FINANCE FACULTY OF BUSINESS MANAGEMENT
UNIVERSITI TEKNOLOGI MARA BANDARAYA MELAKA
ii
DECLARATION OF ORIGINAL WORK
BACHELOR OF BUSINESS ADMINISTRATION (HONS) FINANCE
FACULTY OF BUSINESS MANAGEMENT UNIVERSITI TEKNOLOGI MARA KAMPUS BANDARAYA MELAKA
“DECLARATION OF ORIGINAL WORK”
I, MOHD IZUAN BIN SULEIMAN, (I/C Number: 860602-23-5289)
Hereby, declare that:
• This work has not previously been accepted in substances for any degree, locally or overseas and is not being concurrently submitted for this degree or any other degrees.
• This project paper is result of my independent work and investigation, except where otherwise stated.
• All verbatim extracts have been distinguished by quotation marks and sources of my information have been specifically acknowledged.
Signature: ……… Date: ……….
LETTER OF SUBMISSION 30 OCTOBER 2009
The Head of Program
Bachelor of Business Administration (Hons) Finance Faculty of Business Management
Universiti Teknologi MARA Kampus Bandaraya Melaka
Dear Sir/ Madam,
SUBMISSION OF PROJECT PAPER (FIN 667)
Attached is the project paper titled “THE INVESTMENT PORTFOLIO FOR THE SCHEME OF AMANAH SAHAM BUMIPUTERA (ASB) FOR THE YEAR 2006 TO 2008: THE CASE FOR PERMODALAN NASIONAL BERHAD” to fulfill the requirement as needed by Faculty of Business Management, Universiti Teknologi MARA.
Thank You,
Yours sincerely,
………
(MOHD IZUAN BIN SULEIMAN) 2007137417
v ABSTRACT
This report paper is mainly to study on “THE INVESTMENT PORTFOLIO FOR THE SCHEME OF AMANAH SAHAM BUMIPUTERA (ASB) FOR THE YEAR 2006 TO 2008: THE CASE FOR PERMODALAN NASIONAL BERHAD”. Throughout this case study paper, we will analyze at which companies the funds from scheme Amanah Saham Bumiputera (ASB) has to be channeled by Permodalan Nasional Berhad (PNB). This paper will also analyze how many companies been invested each year, the types of companies and trends of selecting the companies. Besides, from this case study also, we will see the most suitable selecting companies done by Permodalan Nasional Berhad (PNB) by using the dividend and bonus as benchmark in three years back. The most significant of this paper is where the ideas generated, recommendation and justification part, where almost of the information are generated from the annual report of Amanah Saham Bumiputera (ASB) for year 2006 until 2008 with supplement of table and also pie chart.
TABLE OF CONTENT
TITLE PAGES TOPIC i
DECLARATION OF ORIGINAL WORK ii
LETTER OF SUBMISSION iii
ACKNOWLEDGEMENT iv
ABSTRACT v CHAPTER 1: INTRODUCTION
1.1 BACKGROUND OF COMPANY 1 – 2
1.2 PROBLEM STATEMENT 3 – 4
1.3 OBJECTIVE OF STUDY 5
1.4 RESEARCH METHODOLOGY 6
CHAPTER 2: LITERATURE REVIEW 2.1 OVERVIEW AND DEFINITION OF UNIT
TRUST
7
2.2 UNIT TRUST FUNDS PERFORMANCE IN MALAYSIA
8 – 12
CHAPTER 3: FINDINGS
3.1 TABLE FOR YEAR 2006 14
3.1.1 AN OVERVIEWOF COMPANIES’
PROFILE
15 – 24
3.1.2 PIE CHART FOR THE YEAR 2006 25
3.2 TABLE FOR YEAR 2007 28
3.2.1 AN OVERVIEW OF COMPANIES’
PROFILE
29 – 31
3.2.2 PIE CHART FOR THE YEAR 2007 32
3.3 TABLE FOR YEAR 2008 35
3.3.1 AN OVERVIEW OF COMPANIES’
PROFILE
36 – 38
3.3.2 PIE CHART FOR THE YEAR 2008 39
