Efektywność wybranych funduszy inwestycyjnych
Rates of Return and Management Fees - Comparative Analysis of Investment Funds

Summary/Abstract: Aim – The aim of the article is to assess the effectiveness of investment funds that invest their assets in shares of small and medium-sized companies on the Polish market. Design/methodology/approach – The traditional measures of the investment fund effectiveness assessment were presented – the Sharp, Treynor and Jensen rates. Result – The results achieved by the funds should be accepted and assessed positively. It is also advisable to compare them against other financial instruments or other groups of investment funds. In the assessed group it should be pointed out that despite the positive results achieved by the funds – the group should be assessed as moderately attractive to individual investors. Originality/value – The presented results are a compendium of knowledge primarily for individual investors looking for various investment opportunities.

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