prikaz prve stranice dokumenta Tržišni rizici odabranih obvezničkih i mješovitih investicijskih fondova u Republici Hrvatskoj
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master's thesis
Tržišni rizici odabranih obvezničkih i mješovitih investicijskih fondova u Republici Hrvatskoj
2019. urn:nbn:hr:145:216442
Gelo, Mirna
Josip Juraj Strossmayer University of Osijek
Faculty of Economics and Business in Osijek
Chair of Finance and Accounting

Cite this document

Gelo, M. (2019). Tržišni rizici odabranih obvezničkih i mješovitih investicijskih fondova u Republici Hrvatskoj (Master's thesis). Osijek: Josip Juraj Strossmayer University of Osijek, Faculty of Economics and Business in Osijek. Retrieved from https://urn.nsk.hr/urn:nbn:hr:145:216442

Gelo, Mirna. "Tržišni rizici odabranih obvezničkih i mješovitih investicijskih fondova u Republici Hrvatskoj." Master's thesis, Josip Juraj Strossmayer University of Osijek, Faculty of Economics and Business in Osijek, 2019. https://urn.nsk.hr/urn:nbn:hr:145:216442

Gelo, Mirna. "Tržišni rizici odabranih obvezničkih i mješovitih investicijskih fondova u Republici Hrvatskoj." Master's thesis, Josip Juraj Strossmayer University of Osijek, Faculty of Economics and Business in Osijek, 2019. https://urn.nsk.hr/urn:nbn:hr:145:216442

Gelo, M. (2019). 'Tržišni rizici odabranih obvezničkih i mješovitih investicijskih fondova u Republici Hrvatskoj', Master's thesis, Josip Juraj Strossmayer University of Osijek, Faculty of Economics and Business in Osijek, accessed 19 April 2024, https://urn.nsk.hr/urn:nbn:hr:145:216442

Gelo M. Tržišni rizici odabranih obvezničkih i mješovitih investicijskih fondova u Republici Hrvatskoj [Master's thesis]. Osijek: Josip Juraj Strossmayer University of Osijek, Faculty of Economics and Business in Osijek; 2019 [cited 2024 April 19] Available at: https://urn.nsk.hr/urn:nbn:hr:145:216442

M. Gelo, "Tržišni rizici odabranih obvezničkih i mješovitih investicijskih fondova u Republici Hrvatskoj", Master's thesis, Josip Juraj Strossmayer University of Osijek, Faculty of Economics and Business in Osijek, Osijek, 2019. Available at: https://urn.nsk.hr/urn:nbn:hr:145:216442

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Metadata
TitleTržišni rizici odabranih obvezničkih i mješovitih investicijskih fondova u Republici Hrvatskoj
Title (english)Market risks of selected bond and balanced mutual funds in the Republic of Croatia
AuthorMirna Gelo
MentorDomagoj Sajter (mentor)
Committee memberDomagoj Sajter (predsjednik povjerenstva)
Committee memberHrvoje Serdarušić (član povjerenstva)
Committee memberIvan Kristek (član povjerenstva)
GranterJosip Juraj Strossmayer University of Osijek
Faculty of Economics and Business in Osijek
(Chair of Finance and Accounting)
Osijek
Defense date and country2019-03-04, Croatia
Scientific / art field,
discipline and subdiscipline		SOCIAL SCIENCES
Economics
Finance
Abstract
Investicijski fondovi predstavljaju platformu za zajednička ulaganja u skup različitih financijskih instrumenata kojima se upravlja unutar fonda. Osnovni razlozi zašto ulagati u investicijske fondove su profesionalno upravljanje, diverzifikacija rizika, dostupnost te likvidnost. Najčešća podjela fondova je s obzirom na objekt ulaganja: dionički, obveznički, novčani, mješoviti i posebni. Cilj i svrha ovog rada je analizirati mjere tržišnog rizika obvezničkih i mješovitih fondova Hrvatske poštanke banke, OTP banke, Privredne banke Zagreb i Zagrebačke banke. Fondovi su odabrani nasumično. Provedena analiza odnosi se na razdoblje od 1.1.2013. do 1.1.2018. godine. Obveznički fondovi usporeĎivani su s obvezničkim indeksom CROBIS-om, a mješoviti s dioničkim indeksom CROBEX. Kada se govori o mješovitim fondovima, u ovoj analizi najlošije rezultate ostvario je PBZ mješoviti fond, a najbolje HPB mješoviti fond. Nadalje, kada je riječ o obvezničkim fondovima, najlošije rezultate ostvario je ZB obveznički fond, a najbolje HPB obveznički fond.
Abstract (english)
Mutual funds represent the platform for common investments in the set of different financial instruments managed within the fund. Main reasons for investing in mutual funds are professional management, risk diversification, availability and liquidity. Funds are usually divided according to the investment object. There are equity funds, bond funds, money market funds, balanced funds and specialty funds. The main purpose of this paper is to analyse the market risk for the bond and balanced funds of Hrvatska postanska banka, OTP banka, Privredna banka Zagreb and Zagrebacka banka. The funds were chosen by random selection. The analysis was conducted for the period from 1st January, 2013 to 1st January, 2018. In this analysis, bond funds were compared with the CROBIS bond index, while CROBEX share index was used for balanced funds. Among balanced funds, the worst results had the PBZ balance fund, and the best results had the HPB balance fund. Among bond funds, worst results are recorded for ZB bond fund, and best results were recorded for HPB bond fund.
Keywords
Keywords (english)
Languagecroatian
URN:NBNurn:nbn:hr:145:216442
Study programmeTitle: Financial Management
Study programme type: university
Study level: graduate
Academic / professional title: magistar/magistra ekonomije (magistar/magistra ekonomije)
Type of resourceText
File originBorn digital
Access conditionsAccess restricted to students and staff of home institution
Terms of useLicence In copyright icon
Created on2019-04-09 15:01:48