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Swedish Equity Mutual Fund Performance: A comparison between mutual funds provided by banks and their non-bank counterpart
Jönköping University, Jönköping International Business School.
Jönköping University, Jönköping International Business School.
2012 (English)Independent thesis Advanced level (degree of Master (One Year)), 20 credits / 30 HE creditsStudent thesis
Abstract [en]

The fund market has increased in popularity over the past two decades. Today the majority of the highest asset funds on the Swedish market are managed and owned by banks. On the other hand, media is frequently publishing ranking lists and newsfeeds presenting the poor mutual fund performance of funds managed by banks. The purpose of this study is to examine and analyse the performance of Swedish equity mutual funds in order to see whether funds managed by non-bank fund companies outperform their bank counterpart. The study uses monthly NAV rates to calculate different performance measurements and finds that the funds managed by other fund companies achieves higher risk-adjusted performance compared to funds managed by banks.

Place, publisher, year, edition, pages
National Category
Business Administration
URN: urn:nbn:se:hj:diva-18365OAI: diva2:532038
Subject / course
IHH, Business Administration
Social and Behavioural Science, Law
Available from: 2012-07-06 Created: 2012-06-08 Last updated: 2012-07-06Bibliographically approved

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Agerberg Backlund, FilipPettersson, Magnus
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