The first is the fund manager.
Especially for active stock funds, choosing a fund is equivalent to choosing a fund manager. There is no historical performance of the new fund as a reference. We can only look at the ability and historical performance of fund managers. Understanding of fund managers is particularly important.
See if the fund manager's historical performance is excellent for a long time, whether his performance is stable for a long time, whether he has rich investment experience and whether he has experienced a complete bull and bear market.
Let's look at whether the new fund managed is within the ability circle of the fund manager, whether it has a complete and mature investment system, and whether it can adhere to its own investment style in practice.
If you consider the above problems and still firmly believe that the fund manager is the ideal person to manage this fund, then you can increase some positions moderately.
Secondly, look at the fund investment strategy.
The investment direction of the fund is also very important. When the new fund officially enters the fundraising period, there will be a detailed introduction to the new fund, including the investment direction of the fund.
If it is an industry theme fund with partial stocks, the fluctuation of the fund may be relatively large in the future, so we should pay due attention to the control of positions and control risks. If it is a fund that invests in the whole industry, what is the focus of the fund? Wait a minute.
Then look at the market as a whole.
Buying new funds needs to pay attention to the market environment. There is a saying in fund investment that the bull market buys the old and the bear market buys the new. If the market is in an upward bull market, the fund's position may be relatively high, and it is necessary to properly control the position. If the market is uncertain or bear market, you can consider adding more positions to the new fund.