publication . Article . 2018

EVALUATION OF THE PERFORMANCE OF TURKISH EQUITY UMBRELLA FUNDS USING THE MORNINGSTAR RATING SYSTEM

Gul, Yavuz; Altinirmak, Serpil;
Open Access English
  • Published: 30 Mar 2018
  • Publisher: PressAcademia
Abstract
Purpose - Different types of funds exist depending on the assets the portfolio is composed of. The main types of funds include; bond umbrella funds, equity umbrella funds, precious metal umbrella fund, fund basket umbrella funds, money market umbrella funds, participation umbrella fund, balanced umbrella funds, free umbrella funds, guaranteed umbrella fund, umbrella fund for protection purposes.The subject of our study is equity umbrella funds. These kinds of funds receive at least 80% of the share of investment by domestic and/foreign issuers. Purpose of this study is evaluating the performance of 57 Turkish equity umbrella funds which operate continuously betw...
Subjects
free text keywords: Equity umbrella funds,performance,morningstar rating,risk,fund management, Umbrella fund, Portfolio, Finance, business.industry, business, Bond, Issuer, Money market, Treasury, Equity (finance), Investment management
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publication . Article . 2018

EVALUATION OF THE PERFORMANCE OF TURKISH EQUITY UMBRELLA FUNDS USING THE MORNINGSTAR RATING SYSTEM

Gul, Yavuz; Altinirmak, Serpil;