The research for periodical transfer into the exchange traded mutual fund investment return rate

• Main Authors: Mei-Ling Wei, 魏美玲
• Other Authors: Jin-Chuan Huang
• Format: Others
• Language: zh-TW
• Published: 2007
• Online Access: http://ndltd.ncl.edu.tw/handle/t6ccjy

碩士 === 銘傳大學 === 資訊管理學系碩士在職專班 === 95 === Opening the newspapers and magazines about financial investment, we often read that financial advisors tell investor about the periodical investment not only can offer the small long-term deposits which amass assets to investor who just invest small quota but also can cut down average asset cost and invest risks. Therefore, when you own money, you should choose which way to earn higher invests effects. This paper will focus on discussing the common fund investment strategy in fund investor’s standpoint. There are three main subjects as follow: Firstly, Discuss that periodical transfer into the mutual fund investment have larger rise and fall and higher return on investment. Secondly, past effect is higher and will have higher return rate in the future. Lastly, Compare exchange traded fund with bond fund by the way of periodical transfer to verify differences. From January 1999 to January 2007, the research takes the mutual fund investment strategy to be the target of research and expect to understand the return on investment’s difference by the way of statistics and verification. According to the result of the research, conclusions are: (1) the higher rise and fall of periodical transfer into the mutual fund investment strategy isn’t higher in the future. (2) Past effect of periodical transfer into the mutual fund investment strategy isn’t equal in the future. (3) Exchange traded fund have higher rise and fall and return rate than bond fund which have lower fluctuation.