| Abstract [eng] |
The master‘s paper contains systematization of various Lithuanian and foreign authors works on the oretical and practical mutual funds issues. The concept of mutual fund types and their formation, classification of profitability and risk, active management funds advantages and disadvantages, investors, investment funds in the world and other essential features of mutual funds. In the practical part of the study licensed Lithuanian investment funds and of sample criteria analyzed in selected investment funds. Available Investment Funds response: investment strategy, the typical investor, the fund subject to tax. Analyzing fund unit values change. With the help of the results obtained funds are valued according to their profitability (in terms of fund profitability and its standard deviation) and risk (Sharpe invoked indicators). To analyze the mutual funds recommended for different types of investors.At the end made up of medium and high-risk group of mutual fund portfolios with maximum profit and minimum risk. Are systematic conclusions and recommendations. |
