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Investmentbolag som placeringsform: Hur skiljer sig åtta investmentbolags avkastning med avseende på risk jämfört med marknaden 2001-2010?
Södertörn University College, School of Business Studies.
Södertörn University College, School of Business Studies.
2011 (Swedish)Independent thesis Basic level (degree of Bachelor), 10 credits / 15 HE creditsStudent thesis
Abstract [sv]

Denna uppsats utgörs av en jämförande studie vars mål var att utröna huruvida åtta stycken utvalda investmentbolag på Stockholmsbörsen hade varit ett konkurrenskraftigt alternativ som sparform eller inte med avseende på risk och avkastning. Detta jämfört med SIX Return Index och den riskfria räntan under en tidsperiod på tio år, 2001-01-01 till 2010-12-31.

Syftet med undersökningen var att den i slutändan skulle mynna ut i generella slutsatser kring investmentbolag som sparform utifrån de data som hämtats in från de berörda investmentbolagens hemsidor.

Författarna kunde efter avslutad undersökning dra slutsatsen att investmentbolagen historiskt sett hade klarat sig mycket bra och kunnat uppvisa resultat som varken marknaden eller den riskfria räntan var i närheten av. Även om vissa av investmentbolagen hade presterat sämre än jämförelsemåtten så var dock den samlade bilden att de som grupp hade varit ett mycket fördelaktigt investeringsalternativ. Detta med en genomsnittlig totalavkastning som överträffade index med drygt åtta procent.  

Abstract [en]

This essay examines how well eight chosen Swedish investment companies in the Stockholm stock market hold up as an investment alternative in relation to the risk and return of the investment. They will be compared with the SIX Return Index and the yield to maturity within a time period of ten years, 01.01.2001 – 31.12.2010.

The purpose of this examination is to come to a general conclusion about investment companies as an investment alternative regarding their risk-adjusted return with the help of quantitative information gathered mainly from their company’s homepage.

After the comparison the authors were able to come to the conclusion that investment companies historically had managed to show way better results than both the markets index and the yield to maturity. Despite a few investment companies achieving weaker results than the market index, investment companies as a group would have been a very beneficial investment alternative with an average rate of return that beats the market index by 8 percent.

Place, publisher, year, edition, pages
2011. , 50 p.
Keyword [en]
Investment companies, SIX Return Index, yield to maturity, return, risk
Keyword [sv]
Investmentbolag, SIX Return Index, riskfri ränta, avkastning, risk
National Category
Business Administration
Identifiers
URN: urn:nbn:se:sh:diva-9382OAI: oai:DiVA.org:sh-9382DiVA: diva2:425746
Subject / course
Business Studies
Uppsok
Social and Behavioural Science, Law
Supervisors
Examiners
Available from: 2011-06-22 Created: 2011-06-21 Last updated: 2011-06-22Bibliographically approved

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