Henrycus Stephanus Edgar Julian Hutajulu, . (2025) ANALISA PERFORMA REKSADANA SAHAM PADA SUCORINVEST ASSET MANAGEMENT. Tugas Akhir thesis, Universitas Pembangunan Nasional Veteran Jakarta.
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Abstract
This study aims to analyze the performance of equity mutual funds managed by PT Sucorinvest Asset Management during the 2020–2024 period. The research was conducted to provide an overview of mutual fund product performance, the role of asset allocation on Net Asset Value (NAV), as well as the risks and returns generated. The method employed is descriptive quantitative using documentation study techniques through secondary data from official reports by the Financial Services Authority (OJK), Bareksa, and official fund manager websites. The results show that Sucorinvest Equity Fund excels in large fund management with positive long-term returns, albeit with high volatility. Sucorinvest Maxi Fund offers a balance between return and risk, while Sucorinvest Sharia Equity Fund provides stable growth under sharia principles despite relatively high volatility. Furthermore, asset allocation strategies play a significant role in influencing each product's NAV. Fluctuations in Asset Under Management (AUM) and annual product returns also show a strong correlation with NAV performance. This research is expected to serve as a reference for investors in considering equity mutual fund investment prospects and for fund managers in formulating portfolio management strategies. Keywords: equity mutual funds, net asset value, asset under management, asset allocation, investment risk
| Item Type: | Thesis (Tugas Akhir) |
|---|---|
| Additional Information: | [No.Panggil: 2210101067] [Pembimbing: Ardhiani Fadila] [Penguji 1: Ranila Suciati] [Penguji 2: Kery Utami] |
| Uncontrolled Keywords: | equity mutual funds, net asset value, asset under management, asset allocation, investment risk |
| Subjects: | H Social Sciences > HG Finance L Education > L Education (General) |
| Divisions: | Fakultas Ekonomi dan Bisnis > Program Studi Perbankan dan Keuangan (DIII) Fakultas Ekonomi dan Bisnis > Program Studi Perbankan dan Keuangan (DIII) |
| Depositing User: | HENRYCUS STEPHANUS EDGAR JULIAN HUTAJULU |
| Date Deposited: | 27 Aug 2025 03:03 |
| Last Modified: | 27 Aug 2025 03:03 |
| URI: | http://repository.upnvj.ac.id/id/eprint/39432 |
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