Comparison of selected mutual funds' performance in the Czech Republic

Bc. Vojtěch Tolar

Master's thesis

Abstract:

This diploma thesis is getting in depth of collective investment in the Czech Republic. Regarding the fact that collective investment fulfils a very important role in present financial system and offer a very interesting possibility of evaluation of free financial resources, should help future investors to make their decisions. The thesis deals in theoretical part with the basic terminology, advantages, disadvantages and other theoretical facts which potential investor should familiarize with before entering the capital market through collective investment and its products.The first part of practical part sets the goal to confirm that a significant responsibility for correct identification of the client for next investment recommendations and investment consulting is passed on distributors, which means brokers and investment middlemen.In the second part of the thesis are described actual trends of collective investment and the last part of the thesis confirms that long term environment of extremely low interest rates and following slow normalization of interest environment is more favourable for benchmark investment strategy for management of mixed mutual fund.

Keywords

investment, collective investment, investment company, investment fund, mutual fund, diversification, portfolio, investment strategy, interest rate, revenue

Jazyk práce: English

Datum vytvoření / odevzdání či podání práce: 28. 11. 2018

Obhajoba závěrečné práce

• Vedúci: Ing. Petr Procházka, MSc Ph.D.

Czech University of Life Sciences Prague

Faculty of Economics and Management

Master programme / odbor:
Economics and Management / Economics and Management