Where should I look for the fund I bought? Maybe many people who just bought the fund will be very concerned about this matter. After all, funds are equal to their own money, so Bian Xiao took everyone to see the funds they bought. I hope you like it.

Where can I see the fund I bought?

You can check the funds you have purchased in the following places:

Fund Company Website: Visiting the official website of the fund company usually provides detailed information of fund products, net worth trend chart, announcements and reports, etc. You can log in to your account or use the fund code search to find the fund you purchased.

Third-party investment platform: if you buy funds from third-party investment platforms such as banks, securities companies and online investment platforms, you can log in to the personal account of the relevant platform to check your fund share and related information.

Confirmation letters and bills sent by fund management companies: Some fund management companies will send confirmation letters and bills to investors by mail or email, including the name, share, cost, net value and other information of the fund you purchased.

Please note that fund investment involves risks, and past performance does not represent future performance. Before making an investment decision, it is recommended that you fully understand the characteristics, risks and benefits of the fund and make a judgment according to your investment objectives and risk tolerance.

Fund knowledge

Fund is a collective investment tool composed of multiple investors. Fund companies pool investors' funds and invest in stocks, bonds, money market instruments and other assets, which are managed by a professional team of fund managers.

The diversification of fund portfolio can disperse risks and reduce the risk concentration of individual investments.

There are usually different types of funds, including stock funds, bond funds and hybrid funds. Each type of fund has different investment strategies and risk-return characteristics.

The net value of the fund represents the ratio of the total assets to the total share of the fund and reflects the investment performance of the fund.

Generally speaking, funds have relatively high liquidity, and investors can buy and sell fund shares within the open day according to the subscription and redemption rules stipulated by fund companies.

When investors buy funds, they need to pay certain fees, including sales service fees and management fees. These expenses may affect the comprehensive performance of the fund.

Before investing in this fund, it is recommended to read the prospectus, fund contract and other relevant documents carefully to understand the investment strategy, risk factors and expenses of this fund. If in doubt, you can consult a professional investment consultant or financial institution.

How to inquire about the funds you have purchased?

There are three ways to view purchased funds: 1. If you buy the bank card of the fund through online banking, you can query it on the mobile phone client; 2. If the fund is purchased through a third-party payment software, you can query your own fund in the mobile phone software; 3. Different fund companies have different official website. If you log in to official website, a fund purchasing company, you can inquire about the fund shares and amounts purchased by the fund on different sales platforms. Buying a fund is mainly about buying a basket of stocks, and the net value of the fund represents the profit and loss of stocks. The growth of net worth naturally brings the income of investment.

How do novices choose funds?

1. Choose a fund that has performed well in the past.

Although the past performance does not represent the future, it will also have certain reference function, but it is worth noting that when choosing, try to avoid the particularly large increase in the past month or week, because the fund may be at a high level at this time, and the risk of buying and chasing up will be greater. You can choose funds with good returns in the past year and recent years.

2. Choose the fund type that suits you.

Funds can be divided into: money funds, bond funds, index funds, mixed funds, stock funds and so on. If you don't want to take a big risk, you can choose a money fund or a bond fund. If you can take certain risks and want to get high returns, you can take index funds, hybrid funds, stock funds and so on.

3. Fund manager

Investment fund is that investors give money to fund managers for investment, so it is very necessary to choose a good fund manager. Then, when choosing a fund manager, we can consider whether this fund is a good fund manager from many aspects such as the historical rate of return and the rate of return from employment in the past.

4. Look at the performance ranking of the fund

Generally speaking, it depends on the ranking of the fund and the performance ranking of the fund in the past year and three to five years. It is relatively good to choose the top 25% funds for five years, three years and one year.

How to buy quantitative funds?

Generally speaking, there are three kinds of public offering quantitative funds: active quantitative funds, index-enhanced quantitative funds and quantitative hedge funds.

The essence of active quantitative funds is the same as that of other active management funds. However, it mainly relies on computer systems to screen investment targets and conduct trading. In the current A-share market, the performance of most active quantitative funds is still better than that of the Shanghai and Shenzhen 300 Index. However, the long-term performance does not have much advantage compared with the ordinary partial stock funds managed by fund managers.

Index-enhanced quantitative funds, generally speaking, the goal is to outperform the specified index. For example, the Shanghai and Shenzhen 300 Index Enhancement Fund, the fund manager will calculate a large number of indicators on the basis of the Shanghai and Shenzhen 300 constituent stocks, and select some stocks that are better than ordinary constituent stocks. Or make some adjustments to the allocation ratio, so as to obtain better returns than the index. What it pursues is to outperform the market index.

Quantitative hedge funds generally pursue absolute returns. Most quantitative hedge funds will sell stock index futures while buying stocks and establish hedging relationships. The purpose is not to let one side move. For example, a stock crash leads to a loss. At this time, the reverse direction of stock index futures means making money. Once the two hedge, the overall risk will be reduced. The purpose is to strip off systemic risks and seek stable excess returns after long and short hedging. This kind of fund is more suitable for ordinary investors.

For ordinary investors, knowing the classification of quantitative funds can roughly screen out suitable funds according to their own needs. But if you want to actively manage quantitative funds, how to screen them? In fact, there are several dimensions to consider.

1. Whether the performance of historical performance can have sustained and stable returns, or whether there have been many ups and downs, these are a big test for investors.

2. How long has the fund product been profitable? For example, whether it can only make short-term profits or long-term profits. If it is profitable for a long time, the technology is relatively reliable.

3. Look at the investment strategy and objectives. Generally speaking, the mixed strategy of quantitative funds is more robust than the single strategy.

4. Does the prospectus introduce quantitative methods, such as whether there is a quantitative model and hedging mechanism?

5. The background of the fund manager and whether the company has a good sense of risk control.

What if the fund loses money for a week in a row?

The fund has been losing money for a week in a row. We need to analyze the reasons for the fund's decline, and then see if other funds are also falling. If the market falls, that is, most funds fall, it is because the fund market is not good, so there will be a week of decline, and the fund itself has no reason.

However, after a week of continuous losses, the fund tends to rebound, that is, there is still room for growth. At this moment, the fund is at a low level, so you can add positions when the fund falls, which can reduce the subscription cost of the fund, and then wait for the fund to rise, which can speed up the recovery.

Just pay attention to the fact that adding positions will increase the risk of the fund, that is, if the fund is still falling, it may suffer serious losses. Many novice investors may not know much about jiacang. In fact, jiacang means buying funds, so generally only those who are particularly optimistic are recommended to add positions.

If the fund continues to lose money for its own reasons, such as the fund manager's operational mistakes, then investors can consider redeeming the stop loss and choosing another fund to earn back the lost money.