Naslov
Performance analysis of the balanced investment funds in the republic of Croatia due to the COVID-19 pandemic

Autori
Branović , Luka ; Đunđek Kokotec , Ivana ; Klačmer Čalopa , Marina

Vrsta, podvrsta i kategorija rada
Radovi u zbornicima skupova, cjeloviti rad (in extenso), znanstveni

Izvornik
Book of Proceedings of 87th International Scientific Conference on Economic and Social Development "Economics, Management, Finance and Banking" / Zahariev , Andrey ; Prodanov , Stoyan ; Ribeiro , Humberto - , 2022, 279-288

Skup
87th International Scientific Conference on Economic and Social Development: "Economics, Management, Finance and Banking"

Mjesto i datum
Svištov, Bugarska, 28.09.2022. - 30.09.2022

Vrsta sudjelovanja
Predavanje

Vrsta recenzije
Međunarodna recenzija

Ključne riječi
Balanced investment Funds ; COVID-19 ; NAV ; yield ; Sharpe ratio ; Sortino ratio

Sažetak
This paper analyzes the performance of balanced investment funds in the Republic of Croatia due to the COVID-19 pandemic. The work aims to analyze the operations of balanced investment funds from April 2017 to March 2022. Also, efforts are being made to investigate the impact of the COVID-19 pandemic on their operations. The paper deals theoretically with the field of investment funds, studying the topic of the COVID-19 pandemic and its effect on the fund industry. Furthermore, an overview of open (UCITS) investment funds with a public offer in the Republic of Croatia is provided. The actual analysis of the performance of balanced investment funds in the Republic of Croatia is carried out by statistical analysis of the net asset value (NAV) and fund yield. In addition to the statistical analysis, a risk analysis is carried out, that is, an analysis of the performance indicators of the funds. In the end, the results are explained, and a conclusion is drawn.

Izvorni jezik
Engleski

Znanstvena područja
Ekonomija

POVEZANOST RADA