Analýza investičních fondů v ČR s přihlédnutím k současným globálním krizím

The subject matter of the bachelor thesis is the problematics of investment funds in the form of mutual fund and joint stock company in the Czech Republic and their division. The primary goal is to analyze real estate and mixed funds in relation to the significant effects of the covid pandemic and the invasion of Ukraine on the Czech economy. The secondary objective will focus on the selection of named funds according to the typology of the investor. The real estate funds were divided not only from the point of view of the small but also of the qualified investor. To fulfil the goal, two methods were used, on the one hand the two-dimensional method of fund performance, and on the other hand the comparison of the resulting values according to the previous method. The introductory chapter explains the terms of the law, the understanding of which is necessary for the given problematics. The next chapter contains essential formulas and methodology for determining the performance of funds according to criteria from the investment triangle. The subsequent chapter covers crises and their impact on funds in the Czech Republic. The final chapter is the practical part, on the basis of which the author came to the conclusion that crises benefit real estate funds, as a relatively stable return is ensured thanks to inflation clauses. The opposite is the case with mixed funds. This bachelor thesis can be used for any investor interested in the mentioned funds.