The topic of Zhongrong CSI Coal Index Fund has recently attracted the attention of many readers. Bian Xiao shared some related knowledge with you based on his years of experience. If you have different opinions, please discuss them in the comments section.

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Zhongrong CSI Coal Index Fund, as an index fund based on the coal industry, has been attracting investors' attention since the establishment of 20 1 1. And then what?

Let's take a look at the investment strategy of Zhongrong CSI Coal Index Fund. The Fund mainly invests in the constituent stocks of CSI Coal Index to obtain stable investment income in the medium and long term. The CSI Coal Index is compiled by CSI Index Co., Ltd., which reflects the overall performance of listed companies in China's coal industry. The investment object of the fund is relatively single, but it has high concentration and correlation, and also has high volatility.

Judging from the fund performance, the performance of Zhongrong CSI Coal Index Fund showed obvious fluctuations. 20 14 and 20 15 performed well, while 20 16 to 20 18 performed weakly. However, the performance in 2020 is even more eye-catching, with a yield of 33.87%. Generally speaking, the yield performance of Zhongrong CSI Coal Index Fund is not too outstanding, but it is not too bad.

Besides the performance of the fund, we need to consider other factors. For example, the cost of the fund is a factor that cannot be ignored. The management rate of Zhongrong CSI Coal Index Fund is 1.5%, the custody rate is 0. 1%, and the total expense rate is 1.6%. Relatively speaking, this expense ratio is not high.

Another factor to consider is the risk of the fund. Because the investment object of Zhongrong CSI Coal Index Fund is relatively single, its risk is greater. When there are adverse changes in industry policies, energy market supply and demand, and coal prices, the investment income of the fund will also be affected.

Zhongrong CSI Coal Index Fund is an index fund based on the coal industry, and its yield performance is not too outstanding, but it is not too bad. The expense ratio of the fund is not high, but the risk is relatively high. To invest in this fund, we need to consider our own risk tolerance and investment objectives, and do a good job in risk control and asset allocation.