Aktiva aktiefonder och investmentbolag : En komparativ studie mellan två aktivt förvaltade sparformer

This thesis intends to examine which form of savings, open-end funds and closed-end funds, is most profitable in terms of return and risk. The study aims to appose if Sweden’s economic cycle and market state affects the savings performance. This study outset from a quantitive research method whereaf...

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Bibliographic Details
Main Authors: Gawria, Paul, Yuonan, Jacob
Format: Others
Language:Swedish
Published: Södertörns högskola, Företagsekonomi 2018
Subjects:
Online Access:http://urn.kb.se/resolve?urn=urn:nbn:se:sh:diva-35379
Description
Summary:This thesis intends to examine which form of savings, open-end funds and closed-end funds, is most profitable in terms of return and risk. The study aims to appose if Sweden’s economic cycle and market state affects the savings performance. This study outset from a quantitive research method whereafter historical data has been gathered in order to measure return and risk. The thesis performed an exhaustive survey which included 33 open-end funds and ten closed-end funds. The researched period is delimited to the time period 2008-01-01 to 2016-12-31. Open-end funds show that they have a higher systematic return in relation to taken risk. Furthermore, results show that neither form of saving explicitly differ from the different economic cycles and market states.