How to write the difference between on-site and off-site funds, which is more standardized and standardized? Let's share the differences between the methods and experiences inside and outside the station for your reference.
The difference between on-site and off-site funds
The differences between on-site and off-site funds are as follows:
1. Trading place: On-site funds can be traded on the stock exchange, and off-site funds can be traded in fund companies.
2. Different fees: investors need to pay the commission of securities companies when buying funds on the market; When purchasing funds over the counter, investors need to pay commissions to the fund manager, the custodian bank that operates the fund and the consignment agency.
3. The transaction confirmation time is different: when buying a fund in the market, investors need to wait T+ 1 day to obtain the net value of the fund and confirm the balance of the fund account; When buying a fund over the counter, it takes investors T+2 days to get the net value of the fund and confirm the balance of the fund account.
4. Different transaction costs: if the fund is purchased in the market, if the fund is divided, split or converted, a certain dividend tax will be charged; If the fund is purchased off-site, and the fund is distributed, split or converted, the income tax shall be deducted according to the holding period.
What's the difference between OTC funds and OTC funds?
The differences between on-site and off-site funds mainly include investment threshold, cost, trading place and investment period.
1. investment threshold: the investment threshold of on-site funds is high, with the minimum initial investment of 1000, and the minimum initial investment of off-site funds of 10 yuan.
2. Fees: The floor funds are traded on the stock exchange, and the transaction price is closer to the clearing price of the floor funds, so the transaction fee is lower.
3. Trading place: On-market funds can only be traded on the market, and off-market funds can be traded in securities companies or fund companies.
4. Investment duration: the investment duration of OTC funds is the investment duration of securities investment funds, and the investment duration of OTC funds is generally the investment duration of closed-end funds.
What's the difference between OTC funds and OTC funds?
The differences between on-site and off-site funds are as follows:
1. Different trading places: the on-site share of the fund is traded on the stock exchange, and the off-site share of the fund is traded in fund companies or banks.
2. The transaction price is determined in different ways: the market share transaction price is determined by the relationship between market supply and demand, which is basically consistent with the net asset value of the fund; The transaction price of the off-exchange share of the fund is determined by the market supply and demand, but its price is more affected by the market supply and demand than the on-exchange share.
3. Different trading hours: the trading hours on the fund floor are consistent with the trading hours of stocks, and they can be traded at any time in 24 hours; The OTC trading hours of funds are generally from 9:30 am to 3:00 pm from Monday to Friday (excluding holidays).
Analysis of the differences between on-site and off-site funds
The differences between on-site and off-site fund analysis are as follows:
1. Trading place: On-site funds can be traded on the stock exchange, while off-site funds need to be traded in fund companies or banks.
2. Different costs: the transaction cost of on-site funds is relatively low, and the transaction cost of off-site funds is relatively high.
3. Different trading methods: OTC funds have a single trading method, mainly call auction or matchmaking, while OTC funds include closed trading, open trading and short trading.
4. Different investment types: The investment types of on-site funds are relatively simple, mainly stock funds and hybrid funds, while off-site funds include money funds, bond funds, stock funds, hybrid funds and index funds.
5. Different investment thresholds: the investment threshold of on-site funds is relatively high, generally requiring at least 1 1,000 yuan, while the investment threshold of off-site funds is relatively low, generally requiring only 1 1,000 yuan.
6. The number of funds is different: the number of on-site funds is relatively small, generally around dozens, while the number of off-site funds is as high as several thousand.
Generally speaking, the difference between on-site and off-site funds mainly lies in trading places, trading costs, trading methods, investment varieties, investment thresholds and the number of funds. Investors can choose their own investment methods according to their investment needs and risk tolerance.
Summary of differences between on-site funds and off-site funds
The differences between on-site and off-site funds are as follows:
1. Trading place: On-site funds can be traded on the stock exchange, and off-site funds can be purchased on the third-party fund sales platform.
2. Investment threshold: the investment threshold of on-site funds is low, and generally 100 yuan can be invested; The investment threshold of OTC funds is relatively high, generally at least 1 1,000 yuan is needed.
3. Transaction costs: Generally speaking, the funds on the floor charge transaction costs according to a certain proportion of the transaction price, usually not exceeding 0.5% of the transaction amount; Off-exchange funds are charged transaction fees according to the actual transaction amount, which is generally about 0. 1% of the transaction amount.
4. Trading method: On-site funds can be traded on the stock exchange, so they can be bought and sold like stocks, and they can choose to make market transactions or entrust transactions; Off-exchange funds can only be traded at the purchase price or redemption price, and generally do not support market-making transactions.
5. Changes in fund investment strategy: On-site funds generally need to be bought and sold according to the fund's investment strategy, while off-site funds can generally be purchased or redeemed according to the fund's investment strategy.
6. Fund size: Generally, the on-site fund size is relatively small, and the off-site fund size is relatively large.
To sum up, the difference between on-site and off-site funds mainly lies in the change of trading place, investment threshold, transaction cost, trading mode, fund investment strategy and fund scale. Investors can choose their own investment methods according to their own needs and risk tolerance.
This is the end of the introduction of the article.