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Proposal for the Portfolio of the Mutual Fund of Collective Investment Expansion
Fegl, Jakub ; Bílek, Michael (referee) ; Rejnuš, Oldřich (advisor)
This bachelor thesis focuses on the selection of Australian Stock Exchange listed companies for the management of an investment company managing a collective investment trust. At the beginning of the theoretical part, the thesis deals with the theoretical and legal aspects of collective investment funds in the Czech Republic and the tools of fundamental analysis. The empirical part includes the selection of stock titles in accordance with the status of the fund and their subsequent analysis in the form of ratio indicators. The results of the ratios are then compared with each other by applying the scoring method. This is followed by a verification of the companies in terms of their potential bankruptcy, which excludes two companies from the sample. After the evaluation of the results obtained, a proposal for the expansion of the management portfolio of the fund was drawn up.

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