Heads we win, tails you lose: Is there equity in Islamic equity funds?

We made the first estimate of the proportion of fund alpha statistically attributable to luck rather than skill for a sample of Malaysian Islamic equity funds. Broadly, the funds do not outperform market benchmarks. In the limited instances where performance is superior, based on a contemporary met...

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Main Authors: Mustaffa Kamil, Nazrol Kamil, Alhabshi, Syed O., Bacha, Obiyathulla I., Masih, Mansur
Format: Article
Language:English
Published: Elsevier 2014
Subjects:
Online Access:http://irep.iium.edu.my/41388/
http://irep.iium.edu.my/41388/1/PACFIN649_-_Published_Version.pdf
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author Mustaffa Kamil, Nazrol Kamil
Alhabshi, Syed O.
Bacha, Obiyathulla I.
Masih, Mansur
author_facet Mustaffa Kamil, Nazrol Kamil
Alhabshi, Syed O.
Bacha, Obiyathulla I.
Masih, Mansur
author_sort Mustaffa Kamil, Nazrol Kamil
building IIUM Repository
collection Online Access
description We made the first estimate of the proportion of fund alpha statistically attributable to luck rather than skill for a sample of Malaysian Islamic equity funds. Broadly, the funds do not outperform market benchmarks. In the limited instances where performance is superior, based on a contemporary methodology, as much as 47% of the observed positive fund alpha is statistically attributable to luck. Thus, at 5% significance level, we find only 1.95% of our funds to be genuinely skilled. Our findings raise questions regarding the equitability of these funds levying fixed fees, making a case for potential innovation in fund remuneration structure.
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publishDate 2014
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spelling iium-413882016-03-05T13:58:48Z http://irep.iium.edu.my/41388/ Heads we win, tails you lose: Is there equity in Islamic equity funds? Mustaffa Kamil, Nazrol Kamil Alhabshi, Syed O. Bacha, Obiyathulla I. Masih, Mansur HG4501 Stocks, investment, speculation We made the first estimate of the proportion of fund alpha statistically attributable to luck rather than skill for a sample of Malaysian Islamic equity funds. Broadly, the funds do not outperform market benchmarks. In the limited instances where performance is superior, based on a contemporary methodology, as much as 47% of the observed positive fund alpha is statistically attributable to luck. Thus, at 5% significance level, we find only 1.95% of our funds to be genuinely skilled. Our findings raise questions regarding the equitability of these funds levying fixed fees, making a case for potential innovation in fund remuneration structure. Elsevier 2014 Article PeerReviewed application/pdf en http://irep.iium.edu.my/41388/1/PACFIN649_-_Published_Version.pdf Mustaffa Kamil, Nazrol Kamil and Alhabshi, Syed O. and Bacha, Obiyathulla I. and Masih, Mansur (2014) Heads we win, tails you lose: Is there equity in Islamic equity funds? Pacific-Basin Finance Journal , 28. pp. 7-28. ISSN 0927-538X http://www.elsevier.com/locate/pacfin dx.doi.org/10.1016/j.pacfin.2013.09.004
spellingShingle HG4501 Stocks, investment, speculation
Mustaffa Kamil, Nazrol Kamil
Alhabshi, Syed O.
Bacha, Obiyathulla I.
Masih, Mansur
Heads we win, tails you lose: Is there equity in Islamic equity funds?
title Heads we win, tails you lose: Is there equity in Islamic equity funds?
title_full Heads we win, tails you lose: Is there equity in Islamic equity funds?
title_fullStr Heads we win, tails you lose: Is there equity in Islamic equity funds?
title_full_unstemmed Heads we win, tails you lose: Is there equity in Islamic equity funds?
title_short Heads we win, tails you lose: Is there equity in Islamic equity funds?
title_sort heads we win, tails you lose: is there equity in islamic equity funds?
topic HG4501 Stocks, investment, speculation
url http://irep.iium.edu.my/41388/
http://irep.iium.edu.my/41388/
http://irep.iium.edu.my/41388/
http://irep.iium.edu.my/41388/1/PACFIN649_-_Published_Version.pdf