delo diplomskega projekta
Špela Vrečnak (Author), Iztok Kolar (Mentor)

Abstract

V diplomskem delu me je zanimala uspešnost dveh slovenskih in dveh tujih investicijskih skladov. Za proučevanje sem izbrala KD sklade, NLB investicijske sklade, City of London Investment Group in Scottish Investment Trust. Slednja sta investicijska sklada, ki delujeta in sta namenjana investicijam v kapital Združenega Kraljestva. V nalogi sem najprej poiskala podatke o panogi. Na kratko sem opisala delovanje investicijskih skladov pri nas in v Angliji. V naslednjem poglavju sem predstavila vsakega od izbranih investicijskih skladov. V tretjem poglavju je bila v središču bilanca stanja. Najprej sem podatke iz bilance stanja vseh štirih investicijskih skladov za vseh pet let uredila tako, da so bili primerljivi. Posamezne postavke sem razčlenila ali združila. Nato sem izločila inflacijo, podatke, ki so bili zapisani v funtih, pa sem pretvorila v evre. Za boljšo primerljivost sem absolutne podatke pretvorila v relativne. Enako sem naredila z izkazom poslovnega izida. V zadnjem poglavju sem izračunala kazalnike, s katerimi sem ugotavljala uspešnost in donosnost posameznega investicijskega sklada. Podatke sem med seboj primerjala.

Keywords

investicijski skladi;bilance stanja;poslovni rezultati;uspešnost;donos;kazalniki;

Data

Language: Slovenian
Year of publishing:
Typology: 2.11 - Undergraduate Thesis
Organization: UM EPF - Faculty of Economics and Business
Publisher: [Š. Vrečnak]
UDC: 336.76:657
COBISS: 13151516 Link will open in a new window
Views: 450
Downloads: 64
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Other data

Secondary language: English
Secondary title: Comparison of the performance of investment funds for the last 5 years
Secondary abstract: In the diploma paper I focused on the performance of two Slovenian and two foreign investment funds. I chose to research the following funds: KD Skladi, NLB Skladi, City of London Investment Group and Scottish Investment Trust. The last two are investment funds that are functioning and intended for investments into the capital of United Kingdom. At first I searched for data about the branch. I added a brief description about the action of investment funds in Slovenia and England. In the next chapter I introduced each of the chosen investment funds. The third chapter focuses on the balance sheet. Firstly I had to organize the balance sheet data of all four investment funds for the past five years to make them comparable to each other. I analysed and merged individual positions. Then I removed the inflation and converted all data given in pounds into euros. To achieve a better comparison I converted absolute data to relative data. I did the same with the income statement. In the last chapter I calculated indicators which helped to establish the performance and profitability of individual investment funds. I compared data among each other.
Secondary keywords: investment funds;balance sheet;income statement;performance;profitability;indicators;
URN: URN:SI:UM:
Type (COBISS): Diploma project paper
Thesis comment: Univ. v Mariboru, Ekonomsko-poslovna fak.
Pages: 30 str., 6 pril.
ID: 10943174