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master's thesis
UCITS fondovi u Republici Hrvatskoj: rizici i prinosi
Diplomski rad
2022. urn:nbn:hr:145:504867
Sadilek, Josipa
Josip Juraj Strossmayer University of Osijek
Faculty of Economics and Business in Osijek
Chair of Finance and Accounting

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Sadilek, J. (2022). UCITS fondovi u Republici Hrvatskoj: rizici i prinosi : Diplomski rad (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:145:504867

Sadilek, Josipa. "UCITS fondovi u Republici Hrvatskoj: rizici i prinosi : Diplomski rad." Master's thesis, Josip Juraj Strossmayer University of Osijek, Faculty of Economics and Business in Osijek, 2022. https://urn.nsk.hr/urn:nbn:hr:145:504867

Sadilek, Josipa. "UCITS fondovi u Republici Hrvatskoj: rizici i prinosi : Diplomski rad." Master's thesis, Josip Juraj Strossmayer University of Osijek, Faculty of Economics and Business in Osijek, 2022. https://urn.nsk.hr/urn:nbn:hr:145:504867

Sadilek, J. (2022). 'UCITS fondovi u Republici Hrvatskoj: rizici i prinosi : Diplomski rad', Master's thesis, Josip Juraj Strossmayer University of Osijek, Faculty of Economics and Business in Osijek, accessed 29 April 2024, https://urn.nsk.hr/urn:nbn:hr:145:504867

Sadilek J. UCITS fondovi u Republici Hrvatskoj: rizici i prinosi : Diplomski rad [Master's thesis]. Osijek: Josip Juraj Strossmayer University of Osijek, Faculty of Economics and Business in Osijek; 2022 [cited 2024 April 29] Available at: https://urn.nsk.hr/urn:nbn:hr:145:504867

J. Sadilek, "UCITS fondovi u Republici Hrvatskoj: rizici i prinosi : Diplomski rad", Master's thesis, Josip Juraj Strossmayer University of Osijek, Faculty of Economics and Business in Osijek, Osijek, 2022. Available at: https://urn.nsk.hr/urn:nbn:hr:145:504867

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Metadata
TitleUCITS fondovi u Republici Hrvatskoj: rizici i prinosi : Diplomski rad
Title (english)UCITS funds in the Republic of Croatia: risks and returns : Graduate paper
AuthorJosipa Sadilek
MentorDomagoj Sajter (mentor)
Committee memberIvan Kristek (predsjednik povjerenstva)
Committee memberDomagoj Karačić (član povjerenstva)
Committee memberDomagoj Sajter (član povjerenstva)
GranterJosip Juraj Strossmayer University of Osijek
Faculty of Economics and Business in Osijek
(Chair of Finance and Accounting)
Osijek
Defense date and country2022-09-13, Croatia
Scientific / art field,
discipline and subdiscipline		SOCIAL SCIENCES
Economics
Organization and Management
Abstract
Tema ovog rada su UCITS fondovi u Republici Hrvatskoj, te njihovi rizici i prinosi. UCITS fondovi su vrsta investicijskih fondova koja se odnosi na otvorene fondove s javnom ponudom, namijenjena fizičkim osobama, društvima, organizacijama te kompanijama. Riječ je o zajedničkom ulaganju imovine pribavljene javnom ponudom udjela u fondu u likvidnu financijsku imovinu, u ovom radu bazirano uglavnom na dionice. Cilj rada je predstaviti UCITS fondove u Hrvatskoj, te uz primjere četiri odabrana UCITS fonda u RH prikazati kretanje njihove imovine u periodu od 2016. do 2021. godine, rizike koje nose, ali i prinose. Odabrani su dionički fondovi koji su u načelu visokorizični te im je prinos volatilan. Istraživački dio rada pokazuje volatilnost prinosa kroz godine. Promjene koje su se odrazile na prinos kod svih fondova su uglavnom iz istog razloga, 2017. i 2018. godine je za gubitak bio odgovoran Agrokor, a 2020. epidemija COVID- 19. Koncern Agrokor je imao velike poslovne probleme koje su se odrazile, između ostalog, i na dionice cijelog koncerna, te je Hanfa odlučila zatvoriti trgovanje tim dionicama.
Abstract (english)
The topic of this paper is UCITS funds in Croatia: risk and returns. UCITS funds are a type of investment funds that refers to open funds with a public offer intended for individuals, societies, organizations and companies. It is a joint investment of assets acquired through a public offering of shares in the fund in liquid financial assets, in this work based mainly on shares. The aim of the work is to present UCITS funds in Croatia and with the examples of four selected UCITS funds in Croatia to show the movement of their assets in the period from 2016 to 2021, the risks they carry but also the returns. Equity funds were selected, which in principle are high-risk and whose yield is volatile. The research part of the work shows the volatility of returns over the years. The changes that were reflected in the yield of all funds are mainly for the same reason, in 2017 and 2018, Agrokor was responsible for the loss, and in 2020, the epidemic of COVID-19. The Agrokor concern had major business problems that were reflected between among other things and on the shares of the entire concern and also Hanfa decided to close the trading of those shares.
Keywords
Keywords (english)
Languagecroatian
URN:NBNurn:nbn:hr:145:504867
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 conditionsOpen access
Terms of useLicence In copyright icon
Created on2023-06-01 07:22:36