Investmentbolag eller sverigefonder som Sparform?: En analys om vilken som är den bästa sparformen med avseende på risk och avkastning åren 2002-2010
Independent thesis Basic level (degree of Bachelor), 10 credits / 15 HE creditsStudent thesis
There are various investments to suit different investors, what affects the investor is the risk he/she takes with the investment and also the awareness the investor has. According to different theories a higher risk gives even a higher yield to compensate for the extra risk the investor takes.
In this paper, we discuss and compare two different forms of savings, Swedish closed-end funds and Swedish mutual funds to examine what alternative that generates highest returns in relation to the risk.
To help, we use different evaluation measures that adjusts the different investments risk so that you can compare how well the investments have performed regardless of the risk they have. This will give us an answer about what investment form that have performed the best between 2002.01.01-20010.12.31. Five Sweden mutual funds and five closed-end funds have been selected to participate in the survey.
To evaluate this, it is primarily quantitative data, analyzed in the evaluation measures. The results obtained in the survey show that Swedish closed-end funds have performed far better during the selected time period. Therefore, the essay concludes that the closed-end funds is a better form of saving over the period and that it therefore ought to consider it as a better investment alternative than Swedish mutual funds
Place, publisher, year, edition, pages
2011. , 51 p.
IdentifiersURN: urn:nbn:se:sh:diva-10804OAI: oai:DiVA.org:sh-10804DiVA: diva2:436156
Subject / course
2011-06-14, Södertörn, 15:00 (Swedish)
UppsokSocial and Behavioural Science, Law
Bertilsson, Åke, Högskoleadjunkt