An initial analysis of South African mutual fund expenses

Master Thesis

2010

Permanent link to this Item
http://hdl.handle.net/11427/10574
Files
thesis_com_2010_griffiths_j.pdf (1.31 MB)
Authors
Griffiths, James
Supervisors
Holman, Glen
Journal Title
Link to Journal
Journal ISSN
Volume Title
Publisher
Publisher

University of Cape Town

Department
Department of Finance and Tax
Faculty
Faculty of Commerce
License
Series
Abstract
The following research aims to collect and collate a set of data relating to characteristics of mutual funds within the South African Mutual Fund Industry, with a specific focus on expenses. In addition, this research aims to investigate certain relationships within the industry, again keeping a specific focus on expenses. The key data used in the analysis include South African Mutual Fund Total Expense Ratios, Net Asset Values and Annualised Returns as well as mean Total Expense Ratios for other countries. The research finds that there exists no relationship between fund performance and expenses within the South African Mutual Fund Industry and that South African mutual funds exhibit significantly higher expenses than those of developed nations.
Description

Includes bibliographical references (leaves 91-97).

Keywords
Financial Management

Reference:

Griffiths, J. 2010. An initial analysis of South African mutual fund expenses. University of Cape Town.

Collections
Masters