1. What are the preferred bond theme funds?

Second, how to choose a bond fund

1. investment scope: this is the main factor that determines the expected annualized return level of risk, and it is also the first concern of the people. There are many bond funds in the market, and the highest stock investment ratio reaches 20%. However, there are many bond funds with the highest stock investment position of 40% in the market, but the proportion of 40% is close to that of hybrid funds. The relatively lowest risk is pure debt funds, which are not allowed to invest in stocks. In addition, in addition to paying attention to the share of bond funds investing in stocks, we should also pay attention to the ratio of expected annualized interest rate bonds to credit bonds. Further, if you invest in credit bonds, you should examine the rating of credit bonds and determine the expected annualized expected return of debt-based risks.

2. Investment style: Through the choice of bond investment varieties, we can see their preference for bond investment. In the aspect of issuing new shares, different bond funds have obvious style deviation. Based on the principle of not participating in secondary market transactions, some bond funds only carry out online innovation, almost all of which are sold on the first day of listing, and do not participate in offline innovation; There are also bond funds that make innovations offline to improve the success rate of new shares. In investing in credit bonds, we should examine the allocation ratio and duration of debt base from two aspects: high credit bonds and low credit bonds. Furthermore, we should pay attention to whether the overall operation of the fund is active or passive, examine the historical performance of fund managers and the strength of fund companies, and find fund managers with good performance in the past to invest with strong fund companies.

3. Transaction costs: Most of the old bond funds have subscription and redemption fees, while most of the new bond funds use sales service fees instead of subscription and redemption fees, avoiding one-time costs and diluting them to daily. The total fees of different bond funds differ by as much as two or three times, so investors should choose products with lower fees among similar funds. Take Wanjia Bond Fund as an example. The fund is exempt from subscription and redemption fees, and the sales service fee is accrued from the fund assets, and investors do not need to pay when trading. In addition, investors should consider the leverage ratio and liquidity level of debt base, choose varieties with leverage ratio suitable for their risk preference, and pay attention to the liquidity level of secondary market in order to obtain it easily.