A performance comparison between concentrated mutual funds and conventional mutual funds in Scandinavian countries

dc.contributor.authorBirzietyte, Edita
dc.contributor.authorRichtoff, Andreas
dc.contributor.departmentUniversity of Gothenburg/Department of Economicseng
dc.contributor.departmentGöteborgs universitet/Institutionen för nationalekonomi med statistikswe
dc.date.accessioned2015-02-04T07:27:23Z
dc.date.available2015-02-04T07:27:23Z
dc.date.issued2015-02-04
dc.description.abstractOur thesis focuses on the Scandinavian fund market, where we compare concentrated funds with conventional funds during the time period 2009-2014. Funds have been divided into two separate categories: small/mid-cap funds and large-cap funds. The data consist of 17 conventional funds and 14 concentrated funds. We compared the two categories of funds by using active management theories and different performance measurables, in order to find out if active management skills matter for fund performance. Our results show that total return is higher for concentrated than for conventional funds. Small-mid/cap funds show the best performance for both categories of funds.sv
dc.identifier.urihttp://hdl.handle.net/2077/38149
dc.language.isoengsv
dc.relation.ispartofseries201502:41sv
dc.relation.ispartofseriesUppsatssv
dc.setspec.uppsokSocialBehaviourLaw
dc.subjectactive managementsv
dc.subjectactive sharesv
dc.subjecttracking errorsv
dc.subjectperformance measurablessv
dc.subjectconcentrated fundssv
dc.subjectconventional fundssv
dc.subjectsmall-mid/cap fundssv
dc.subjectlarge-cap fundssv
dc.titleA performance comparison between concentrated mutual funds and conventional mutual funds in Scandinavian countriessv
dc.title.alternativeA performance comparison between concentrated mutual funds and conventional mutual funds in Scandinavian countriessv
dc.typetext
dc.type.degreeStudent essay
dc.type.uppsokM2

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