Measurements regarding the dinamics of Romanian mutual fund industry performance Cover Image

Evaluări privind dinamica performanțelor în industria fondurilor deschise de investiții din România
Measurements regarding the dinamics of Romanian mutual fund industry performance

Author(s): Ioan-Ovidiu Spătăcean, Andreea Oana Oprea
Subject(s): Economy, Financial Markets
Published by: Editura Universităţii Petru Maior
Keywords: open-end funds/mutual funds; total net assets; annual yield; NAV; asset management company; performance;

Summary/Abstract: Considering that an open-end fund enables anyone with cash to invest with a minimum knowledge on the matter and with relatively low costs, to which is added a management of these resources by qualified persons and with experience in this field, the authors consider that an investment in such a fund, which provides a high yield relative to bank interests (the interest rate is below 2% for deposits) is and will be in the future one of the most attractive investing tool, the study aiming to analyze the evolution of this industry in terms of total number of the funds, of the investors, total net assets, and the performance of the main funds.

  • Issue Year: 2016
  • Issue No: 10
  • Page Range: 97-108
  • Page Count: 12
  • Language: Romanian