Case number: 110-0516-004
Case Author: Dewi Tamara
Course Major: Investment
Related Topics: Portfolio Performance Evaluation and Investment Management Industry
Teaching Note Availability: Schroeder: Mutual Funds Performance [Teaching Note]
This case study describes the performance of PT Schroeder Investment Management Indonesia. In less than a year, two (2) of Schroeder products, Schroeder Dana Prestasi Plus (equity mutual funds) and Schroeder Dana Prestasi (mixed mutual funds) were chosen as the best mutual funds for category three (3) years and five (5) years. However, it was insufficient since the company strived to the level amount managed funds. Moreover, the company aimed to outperform the index which meant to outperform the market.
Purchase Case Study
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