Essays about: "Fund fee"

Showing result 1 - 5 of 29 essays containing the words Fund fee.

  1. 1. Does the Fee Affect the Performance of Real Estate Funds? : An Explanatory Study on the Swedish, Norwegian, Finnish Market

    University essay from Umeå universitet/Företagsekonomi

    Author : Nellie Rönnqvist; Oskar Vigren; [2023]
    Keywords : Mutual funds; Real estate funds; Annual fee; Risk-adjusted return; Real estate market; Investors; Performance; Diversification; Savings; Efficient Market Hypothesis; Relationship; Motive; Sweden; Norway; Finland;

    Abstract : Over the past decades, investing and saving in mutual funds has become a popular alternativefor generating returns. Interest continues to grow and is widespread among different types ofinvestors, ranging from small-scale savers to professional investors, as well as differentgeographic markets. READ MORE

  3. 2. Where does the revenues in the mutual fund industry come from? A qualitative study exploring actively managed mutual funds where a distinction has been made between bank- and nonbank distributed fund

    University essay from Handelshögskolan i Stockholm/Institutionen för finansiell ekonomi

    Author : Lina Harling; Lovisa Gorton; [2023]
    Keywords : AUM; Mutual fund; Fund fee; Distribution channel;

    Abstract : This thesis investigates where the revenues in the mutual fund industry comes from and what determines the large amount of assets under management (AUM) within this industry. A qualitative study has been conducted where eight different interviews were held with interviewees within various seniorities at different institutions. READ MORE

  4. 3. FEES IN SUSTAINABLE MUTUAL FUNDS : The relationship between the return on sustainable mutual funds and the total expense ratio in the U.S. and Sweden

    University essay from Umeå universitet/Företagsekonomi

    Author : Jonas Cheraghi; Adam Sundqvist; [2022]
    Keywords : Sustainable mutual funds; Mutual funds; Total expense ratio; Sustainable investing; Effective market hypothesis; Modern portfolio theory; Sharpe ratio; Tracking error; ESG; Management fee; EIKON; Sweden; USA;

    Abstract : This thesis investigates the relationship between the total expense ratio and the 5-year performance to last month for sustainable mutual funds registered in Sweden and the United States. The increasing amount of mutual funds and the shift towards sustainability in the society gives cause to study the relationship between the total expense ratio and the performance of sustainable mutual funds rather than conventional mutual funds. READ MORE

  5. 4. ETF Cost Obfuscation

    University essay from Handelshögskolan i Stockholm/Institutionen för finansiell ekonomi

    Author : Ole Holte; Hans-Kristian Leite; [2022]
    Keywords : Exchange Traded Funds; Expense Ratios; Tracking Errors; Index Investing; Asset Management;

    Abstract : Index-tracking ETFs have gained popularity by both retail and institutional investors over the past years while costs in the form of fees have declined due to competitive pressures. Index-tracking funds are relatively homogenous products with only the goal of replicating an index as close as possible. READ MORE

  6. 5. Carbon Risk and Swedish Mutual Funds

    University essay from Stockholms universitet/Nationalekonomiska institutionen

    Author : Edward Lindén; Kasper Nilson; [2020]
    Keywords : Carbon Risk; Carbon Risk Score; Swedish Mutual Funds; Green Investments; Sustainable Investments; Greenwashing;

    Abstract : This paper analyzes sustainable investments of Swedish mutual funds. Morningstar’s CarbonRisk Score (CRS) - funds exposure to a future of low-carbon economy - is analysed in termsof returns, management fees and flows. The CRS measure was introduced March 2018 with ahistorical series from March 2017, without the market being aware. READ MORE