Investmentbolagens substansrabatt : Få mer än vad du betalar för

Detta är en Kandidat-uppsats från Södertörns högskola/Institutionen för samhällsvetenskaper; Södertörns högskola/Institutionen för samhällsvetenskaper

Författare: Christian Nuay; John Wilsgaard Hansen; [2019]

Nyckelord: Substansrabatter;

Sammanfattning: Nav discount is a current topic in the financial world. The researchers in the American market have done a lot of research into the origin of nav, unfortunately the researchers are not united of what causes the discount. However, the researchers believe that the nav discount in the US market are affected by a numerous of variables. These variables form the basis of our study. The purpose of the study is to test four of the variables that have affected the nav discount in the US market. management fee, unlisted holdings, investor sentiment, power and ownership structure and apply these variables on the Swedish market to see its impact on Swedish closed end funds discount. The study's results showed a positive correlation between management fee and nav discount  for all closed end funds. The result also showed a positive correlation between nav discount and unlisted holdings for most closed end funds except Kinnevik and Creades, which showed a weak correlation. A negative correlation was shown between investor sentiment and the substantive discount for the survey's selected investment company. Significant correlation was shown between management fees and nav discount despite low management fees. Weaker significant relationship in unlisted holdings. No significant investor sentiment was shown.

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