Investment of the Year

IMG

At the start of 2011, the results of the first detailed analysis of the investment market for 2010, the so called 2010 Investment of the Year, were announced.

 

Investment of the Year is a new project of Fincentrum Media, which is focused on increasing the awareness of the end-consumer / investor about financial products. The project was launched in the Czech Republic as well as Slovakia in cooperation with the www.investujeme.cz and www.investujeme.sk specialized portals; PwC Česká republika was the project’s professional partner in the Czech Republic.

 

In addition to the regular categories, the Investment of the Year announcement also includes an outlook for next year. The specialized portals, in addition to the regular categories, also announce a so called Wild Card – the forecast for the next investment year.

 

Results of the 2010 Investment of the Year analysis

Category Winning fund Gross yield Excess return Excess return / risk
Money Market Fund of 2010 Money market open-end mutual fund of the ČP INVEST investment company 1,35 % negative n.a.
Conservative Bond Fund of 2010 Conseq Invest Conservative Bond Fund 2,85 % 0,51 % 0,79
Progressive Bond Fund of 2010 Corporate Bonds Fund -- open-end mutual fund of the ČP INVEST investment company 8,37 % 5,465 % 2,07
Stock Fund of 2010 ING (L) Invest Prestige & Luxe 42,31 % 36,22 % 2,26
Mixed Fund of 2010 Gold open-end mutual fund of the ČP INVEST investment company 27,34 % 21,69 % 1,22
2010 Investment of the Year (main prize) ING (L) Invest Prestige & Luxe 42,31 % 36,22 % 2,26

 

The methodology for the evaluation and comparison of individual funds was prepared by the Fincentrum team of analysts.

For more detailed information, methodology, individual categories and results, please visit www.investiceroku.cz