The reaserch of equity funds investing method in the regular small saving plan

• Main Authors: Chi-Neng Cheng, 程啟能
• Other Authors: 蘇俊憲
• Format: Others
• Language: zh-TW
• Published: 2006
• Online Access: http://ndltd.ncl.edu.tw/handle/16505316063014050942

碩士 === 長榮大學 === 經營管理研究所 === 94 === The most investors confuse how to select a good fund. There are many methods to value a good fund to the investor for selecting the fund. Is it useful for investing in the regular small saving plan? It is worth discussing and research . Fist we choose American、Japan、South Korean and Thailand markets in the research. Then we choose three equity funds from different funds companies in single-country market. We simulate to invest based on the NAV(net asset value) of the fund in recently 90 months by regular small saving plan. We want to find the NAV rising the decline range (fund achievements) and the reward rate relations. We compare the reward of the single market with the region market. After researching we find that all equity funds are almost simultaneous with up and down in the single-country market. There are different funds which the achievements are good in different time. The investor who choice a good fund of achievements may not approve a good reward in end because the falling is after rising in the initial period section. So it is not necessary that the investor choice a good fund according to fund achievements in the regular small saving plan.