A: According to different investors, investment funds can be divided into stock funds, bond funds, hybrid funds, money market funds, futures funds, option funds and warrant funds. Stock funds refer to investment funds that invest in stocks (the proportion of stock investment accounts for more than 6%); Bond funds refer to investment funds that invest in bonds (bond investment accounts for more than 8%); Hybrid fund means that the investment ratio of stocks and bonds is between the above two types of funds and can be flexibly regulated; Money market funds refer to investment funds that invest in short-term securities in the money market, such as treasury bills, negotiable certificates of deposit of large banks, commercial bills and corporate bonds; futures funds refer to investment funds that mainly invest in various futures varieties; Option fund refers to an investment fund that invests in stock options that can distribute dividends; Warrant funds refers to an investment fund with warrants as its investment object.
q: what is growth funds? What is a value fund? What is a hybrid fund?
a: according to different investment styles, we specially divide stock funds into growth funds, value funds and hybrid funds. Growth stock fund refers to the fund that mainly invests in growth stocks with fast income growth and great future development potential; Value stock funds refer to funds that mainly invest in undervalued and safer stocks. The risk of value stock funds is lower than that of growth stock funds, while that of hybrid stock funds is somewhere in between.
q: what is growth funds? What is an income fund? What is a balanced fund?
A: According to different investment objectives, securities investment funds can be divided into growth funds, income-based funds and balanced funds. Growth funds refers to a securities investment fund that aims at pursuing long-term appreciation and profitability of assets and thus invests in listed stocks or other securities with good growth potential. Income fund refers to the securities investment fund whose basic goal is to pursue high income in the current period, so that the securities that can bring stable income are the main investment targets. A balanced fund refers to a securities investment fund with the basic goal of ensuring capital security, current income distribution and long-term growth of capital and income, so as to pay more attention to the combination of long-term and short-term income and risk in the investment portfolio.
q: what is an active fund? What is a passive fund? What is an index fund?
a: according to different investment concepts, securities investment funds can be divided into active funds and passive (index) funds. Active fund is a kind of fund that tries to achieve performance beyond the benchmark portfolio. Unlike active funds, passive funds do not actively seek to achieve performance beyond the market, but try to replicate the performance of the index. Passive funds generally choose a specific index as the tracking object, so they are often called index funds.
q: what is an index fund?
a: index fund is a kind of fund variety that can grow synchronously with the market based on the principle of fitting the target index and tracking the change of the target index. The investment of index funds adopts the investment strategy of fitting the return rate of the target index, and invests in the constituent stocks of the target index in a diversified way, so as to make the return rate of the stock portfolio fit the average return rate of the capital market represented by the target index.
q: what is an index enhanced fund?
A: Index-enhanced funds are not pure index funds. It means that in the process of indexation investment, in order to try to get a return on investment that exceeds the index, on the basis of passively tracking the index, an enhanced active investment method is added, and the portfolio is appropriately adjusted, so as to control risks and obtain positive market returns.
q: what is a dollar fund? What is a Japanese yen fund? What is a Eurofund?
a: according to the types of investment currencies, investment funds can be divided into dollar funds, yen funds and euro funds. Dollar funds refer to investment funds that invest in the dollar market; Japanese yen fund refers to an investment fund that invests in the Japanese yen market; Euro fund refers to an investment fund that invests in the euro market.
q: what is an onshore fund? What is an offshore fund? What is an international fund? What is a regional fund?
a: according to the different sources and uses of capital, securities investment funds can be divided into onshore funds, offshore funds, international funds and regional funds. Onshore funds refer to securities investment funds that raise funds in China and invest in the domestic securities market. Offshore fund refers to a securities investment fund that a country's securities investment fund organization sells its share of securities investment funds in other countries and invests the raised funds in its own or third country's securities market, such as QFII. International funds refer to investment funds whose capital comes from China and invests in foreign markets, such as QDII. A regional fund refers to an investment fund that invests in a specific area.
q: what is a hedge fund? What is an arbitrage fund? What is a fund in a fund? What is FOF? What is an umbrella fund? What is a capital preservation fund?
a: these are some special types of funds. Hedge funds refer to securities investment funds that raise funds by private placement and use leveraged financing to obtain income by investing in publicly traded securities and financial derivatives. Arbitrage fund, also known as arbitrage fund, refers to a securities investment fund that mainly invests the raised funds in the international financial market and arbitrage by using arbitrage skills to buy low and sell high to obtain income. Funds in funds (FOF). As the name implies, the investment target of this kind of fund is the fund, so it is also called the combined fund. After the fund company collects the client's funds, it will invest in the funds with the most potential for value-added of its own or other fund companies to form a portfolio. Umbrella fund. Umbrella funds are also called series funds. The umbrella fund consists of a group of sub-funds invested in different targets, and the management of each sub-fund is carried out. As long as you invest in any sub-fund, you can switch to another sub-fund at will without extra cost. Capital preservation fund Capital preservation fund refers to a securities investment fund that ensures that investors can get at least the investment principal or a certain return when the investment expires by adopting portfolio insurance technology. The investment goal of the capital preservation fund is to lock in the downside risk and strive to get a potential high return.
q: what is a publicly traded open-end fund? What is a contractual open-end fund?
a: according to whether it can be listed on the stock exchange, open-end funds can be divided into listed open-end funds and contractual open-end funds. Open-end funds with listed transactions refer to securities investment funds whose units are listed and traded on the stock exchange, and both parties of such funds are investors. For example, transactional open-end index funds (ETFs) and listed open-end funds (LOF). Contractual open-end fund refers to a securities investment fund whose fund unit cannot be listed and traded on the stock exchange. Although such funds can't be listed on the stock exchange, they can be traded through "subscription" and "redemption", and the trading parties of such funds are investors and fund companies.