master's thesis
Business analysis of open investment funds in Croatia

Elvis Zadravec (2016)
University of Pula
Faculty of economics and tourism "Dr. Mijo Mirković"
Metadata
TitleAnaliza poslovanja otvorenih investicijskih fondova u Republici Hrvatskoj
AuthorElvis Zadravec
Mentor(s)Manuel Benazić (thesis advisor)
Abstract
Otvoreni investicijski fondovi financijske su institucije koje potencijalnim ulagačima nude različite modele ulaganja, prilagođene njihovim ambicijama i sklonostima, te se kao takvi ističu kao vrlo zanimljiv oblik ulaganja slobodnih financijskih sredstava. Od njihovog pojavljivanja na financijskom tržištu krajem 90-tih godina, otvoreni investicijski fondovi u hrvatskoj bilježe rast i razvoj usporen povremenim krizama, a razvoj fondovske industrije u hrvatskoj vidljiv je konstantnim porastom neto imovine investicijskih fondova. S obzirom na različite vrste otvorenih investicijskih fondova, fondovi se bitno razlikuju po strukturi ulaganja. Sve zavisi o tome koliko fond nastoji preuzeti rizika, odnosno koliki potencijalni prinos očekuje ili želi ostvariti. Osnovno i najvjerodostojnije mjerilo uspješnosti investicijskog fonda je rast vrijednosti udjela, tj. prinos fonda. Vrlo je važno odabrati pravi trenutak za ulaganje, kao i pravi trenutak za povlačenje sredstava jer prinosi su vrlo osjetljivi na promjene, te je potrebno dobro pratiti njihova kretanja i predviđati eventualne nagle promjene. Prijetnja ulaganju u otvorene investicijske fondove očituje se ulaganjima u alternativne oblike, koji sa sobom nose određene prednosti i nedostatke u odnosu na ulaganje u fondove, te su u određenim ekonomskim uvjetima neki od njih primamljiviji ulagačima, što zbog sigurnosti ulaganja, što zbog mogućih ostvarenih prinosa.
Keywordsopen investment funds net assets structure of the open investment funds analysis yields alternative investment
Parallel title (English)Business analysis of open investment funds in Croatia
Committee MembersInes Kersan-Škabić (committee chairperson)
Manuel Benazić (committee member)
Dean Učkar (committee member)
GranterUniversity of Pula
Lower level organizational unitsFaculty of economics and tourism "Dr. Mijo Mirković"
PlacePula
StateCroatia
Scientific field, discipline, subdisciplineSOCIAL SCIENCES
Economics
Finance
Study programme typeuniversity
Study levelgraduate
Study programmeBusiness Economics; specializations in: Financial Management, Marketing Management, Management and Entrepreneurship, Tourism and Development, Business Informatics
Study specializationManagement and Entrepreneurship
Academic title abbreviationmag.oec.
Genremaster's thesis
Language Croatian
Defense date2016-11-09
Parallel abstract (English)
Open investment fonds are financial institutions where potential investors offer various investment options, adapted to their ambitions and preferences. Furthermore, those kind of investments come along as very popular and interesting forms of investment with free financial sources. Prior to that, they first started to come around on financial market at the end of the 90s. Open investment fond in Croatia mark down growth and development, even though they were slowed down few times due to various recessions and crisis, Croatian development oft the fond industry showed constant growth oft he property of the investment fond. Despite various types of open investment fonds, fonds differ due to their structure of investment. It all depends on how much risk comes with the fond, or how much potential yield customer expects or wants to earn. Main and credible measure at the success oft the investment fond is the share growth or also known, yield. It is very important to chose the right moment, as well as the right moment to pull out the sources because the share are very sensitive on changes, that is why it is very important to track their movement and predict their potential sudden changes. Threats int he stake in the open fund investment manifest into alternative types of investment, who bring certain flaws and benefits compare to investment into fonds. That is why they are in different types of economic conditions some of them seem more tempting to the investors because they seem more safe, with higher possibility oft the achieved income.
Parallel keywords (Croatian)otvoreni investicijski fondovi neto imovina struktura otvorenih investicijskih fondova analiza prinosa alternativna ulaganja
Resource typetext
Access conditionOpen access
Terms of usehttp://rightsstatements.org/vocab/InC/1.0/
URN:NBNhttps://urn.nsk.hr/urn:nbn:hr:137:634565
CommitterTihana Gerić