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Statistic evaluation of chosen investment funds
Mitrengová, Anna ; Odehnalová, Bohumila (referee) ; Kropáč, Jiří (advisor)
It exists a lot of ways, how to value our money. One of them is its investing to investment funds. But nowadays it is difficult for us to choose in such a big supply of the funds. That is why a lot of investors ask their financial advisors who are able to help them with the choice Everyone who is interested in coffers investing would surely appreciate some well arranged investment fund comparison which would help him/her in quick decision to which of these funds entrust the money for a time. By this bachelor thesis I try to create right such summary. I hope I will help to make the whole investment procedure effective beginning with the choice of the right investment fund.
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Zhodnocení vývoje otevřených podílových fondů v České republice formou komparace s vybranými OPF společnosti ISČS a.s.
Filip, Ondřej
Filip, O., Evaluation of development of open-end mutual funds in Czech Republic comparing selected mutual funds managed by ISČS a.s. company. Bachelors thesis. Brno: Mendel university in Brno, 2016. This Bachelors thesis defines collective investing and further compares the per-formance of mutual funds of company Erste Asset Management GmbH, branch Česká republika. The theoretical part deals with the theoretical definition and characteristics of the collective investment and mutual funds. Following practical part of this thesis compares performance of share and bond funds.
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Statistic evaluation of chosen investment funds
Mitrengová, Anna ; Odehnalová, Bohumila (referee) ; Kropáč, Jiří (advisor)
It exists a lot of ways, how to value our money. One of them is its investing to investment funds. But nowadays it is difficult for us to choose in such a big supply of the funds. That is why a lot of investors ask their financial advisors who are able to help them with the choice Everyone who is interested in coffers investing would surely appreciate some well arranged investment fund comparison which would help him/her in quick decision to which of these funds entrust the money for a time. By this bachelor thesis I try to create right such summary. I hope I will help to make the whole investment procedure effective beginning with the choice of the right investment fund.
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Performance evaluation of funds in the Czech Republic
Vítová, Veronika ; Valach, Josef (advisor) ; Novotný, Pavel (referee)
The thesis compares the performance of Czech equity mutual funds, focusing on less common indicators and performance assessment methods. This means mainly a modern ratios that takes into account both of yield and risk of the investment. The introductory theoretical part deals with the basic characteristics, legislation, typology and histoty of the funds in the Czech Republic since the early years of its existence to the present. Selected indicators for assessing performance of funds (Sharpe, Treynor, Calmar Ratios, Jensen alpha, Information Ratio and Maximum Drawdown) and also comparison funds with benchmark is applied in the analytical part. The thesis highlights the problems with the interpretation of ratios in the case of falling markets, and also proposes solutions to these problems.
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Comparison of performance of selected collective investment funds
Šnajder, Andrej ; Valach, Josef (advisor) ; Hruboň, Lukáš (referee)
The thesis is engaged in a very up-to-date subject in the field of a capital market. Concretely the thesis is concerned in a collective investment. After the introductory theoretical part and the description of legal regulations follows the fundamental part, which is the analyse of performance of selected collective investment funds during a period from the beginning of year 1999 till the end of year 2006. The aim of the work is to compare performance of a foreign and domestic funds, whereas this comparison proceeds between selected equity funds, bond funds and money market funds. The result of the analyse is very interesting. In the event of the equity funds performance of the foreign fund is distinctively higher than in the domestic fund. However in the event of the bond funds the czech fund became the winner of comparison. Performance of money market funds was approximately same but in the both cases lower than risk free interest rate used in the analyse.
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Analýza výkonnosti zahraničních fondů kolektivního investování v ČR
Horváth, Michal ; Musílek, Petr (advisor) ; Bauerová, Jarmila (referee)
Práce popisuje ukazatele a metody hodnocení fondů kolektivního investování a tyto metody pak aplikuje na 6 vybraných zahraničních akciových podílových fondů nabízených v ČR. Zahrnuty jsou ukazatele a metody zkoumající výnosnost (např. výnosová míra, relativní výnosnost), ukazatele zkoumající riziko (např. směrodatná odchylka), poměrové ukazatele vyplývající z modelu oceňování kapitálových aktiv (CAMP) a některé doplňkové ukazatele (např. procento kladných měsíců, resp. měsíců s kladným výnosem, maximální ztráta za periodu). V práci je také porovnáváno riziko a výnos jednotlivých fondů vzhledem k benchmarku.
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