Performance Evaluation of Mutual Funds in China

Shiyao Xu

Bachelor's thesis

Anotácia:

According to there are more and more Chinese people start to try to join the collective investment, and the mutual funds have been a good choice for them. In this thesis, there will be introduced what it is the principle of collective investment to help people to know about mutual funds generally. Then, there will be an introduction about overview of mutual fund industry in China, there will be the development and mainly classification of mutual fund industry in China. At last, there will be a performance comparison of selected mutual funds, which are five different types and they all are the famous mutual funds in China, there will be comparison mainly about the risk, yield, liquidity and net unit assets of selected mutual funds with the newest data from 2015 to 2016 to help people to know about the performance of selected mutual funds currently.

Abstract:

According to there are more and more Chinese people start to try to join the collective investment, and the mutual funds have been a good choice for them. In this thesis, there will be introduced what it is the principle of collective investment to help people to know about mutual funds generally. Then, there will be an introduction about overview of mutual fund industry in China, there will be the development and mainly classification of mutual fund industry in China. At last, there will be a performance comparison of selected mutual funds, which are five different types and they all are the famous mutual funds in China, there will be comparison mainly about the risk, yield, liquidity and net unit assets of selected mutual funds with the newest data from 2015 to 2016 to help people to know about the performance of selected mutual funds currently.

Kľúčové slová

Collective investment, Chinese mutual fund industry, Net unit assets, QDII fund, Private offering fund Public offering fund, Equity fund, Bond fund, Money market fund

Keywords

Collective investment, Chinese mutual fund industry, Net unit assets, QDII fund, Private offering fund, Public offering fund, Equity fund, Bond fund, Money market fund

Jazyk práce: English

Datum vytvoření / odevzdání či podání práce: 6. 5. 2016

Obhajoba závěrečné práce

• Obhajoba proběhla 8. 6. 2016
• Vedúci: Martina Novotná
• Oponent: Haochen Guo

VŠB - Technical University of Ostrava

Ekonomická fakulta

Bachelor programme / odbor:
Hospodářská politika a správa / Finance