Comparison of Selected Investment Funds

Ao Long

Bachelor's thesis

Abstract:

A collective investment scheme is a financial investment vehicle, which is aimed at private investors – little or large – or institutional investors – insurance companies, banks, pension funds, other financial institutions. So, how does the collective investment work is important for investors. The collective investment usually takes the form of Funds. The subjects of collective investment including investment companies and funds. It means the financial intermediaries that sell shares (units) to the public and invest the proceeds in a diversified portfolio of securities. The purpose of this thesis is to compare two different types of investment funds. There will be two selected Equity Funds and two selected Money Market funds introduced and compared with each other. Being compared with the direct trading of stocks, investment equity funds usually have better performance, but compared with money market funds, they have higher risk and higher potential return.

Abstract:

A collective investment scheme is a financial investment vehicle, which is aimed at private investors – little or large – or institutional investors – insurance companies, banks, pension funds, other financial institutions. So, how does the collective investment work is important for investors. The collective investment usually takes the form of Funds. The subjects of collective investment including investment companies and funds. It means the financial intermediaries that sell shares (units) to the public and invest the proceeds in a diversified portfolio of securities. The purpose of this thesis is to compare two different types of investment funds. There will be two selected Equity Funds and two selected Money Market funds introduced and compared with each other. Being compared with the direct trading of stocks, investment equity funds usually have better performance, but compared with money market funds, they have higher risk and higher potential return.

Keywords

Collective, Investment；, Equity, Funds；, Money, Market, Comparison；, yield；, risk；, fund, manager；, investors

Keywords

Collective, Investment；, Equity, Funds；, Money, Market, Comparison；, yield；, risk；, fund, manager；, investors

Language used: English

Date on which the thesis was submitted / produced: 7. 5. 2020

Thesis defence

• Date of defence: 4. 9. 2020
• Supervisor: Kateřina Kořená
• Reader: Josef Novotný

VSB – Technical University of Ostrava

Ekonomická fakulta

Bachelor programme / field:
Hospodářská politika a správa / Finance