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Basic knowledge of fund investment

The basic knowledge of fund investment includes the following aspects:

1. fund classification: according to different standards, funds can be divided into closed-end funds and open-end funds according to their operation methods.

2. Fund expenses: mainly including management fees, custody fees, sales service fees and other expenses. These expenses usually erode the income of the fund.

3. Net fund value: The net fund value is the core factor that determines the investment return of the fund, and its calculation formula is: net fund value = (total fund assets-fund liabilities)/total fund share.

4. Fund performance: Fund performance can be evaluated through different dimensions, such as comparing the fund's rate of return with the performance comparison benchmark (annualized rate of return).

5. Investment risk: Fund investment may face market risk, credit risk and liquidity risk, all of which may affect the investment return of the fund.

6. Investment strategy: The investment strategy of the Fund includes asset allocation, industry allocation and single bond allocation. Investors need to know the investment strategy of the fund in order to better understand its investment performance.

7. Fund manager: Fund manager is the core of fund investment decision. Investors need to know the investment background and style of fund managers in order to better understand the investment performance of funds.

The above is the basic knowledge of fund investment, and I hope it can help you.

What are the basic knowledge of fund investment?

The basic knowledge of fund investment includes the following contents:

1. Funds can be divided into broad sense and narrow sense. Broadly speaking, a fund refers to a certain amount of funds set up for a certain purpose, such as the establishment of Nobel Education Foundation, China Charity Foundation and Zhong Jing Patriotic Foundation. In a narrow sense, funds refer to funds with specific purposes and uses. They are collective investment tools for institutional investors, mainly investing in financial instruments such as stocks and bonds.

2. The parties to a fund include fund holders (fund investors), fund managers (fund companies) and fund custodians (fund custodians).

3. The operation mode of the fund includes active investment fund and passive investment fund. Active investment funds generally use basic analysis, technical analysis and other means to realize the capital appreciation of stocks. Passive investment funds generally use index replication method and sampling investment method to preserve and increase the value of stocks.

4. The expenses of the Fund include management fees, custody fees, sales service fees, transaction fees and other expenses.

5. The income of the fund includes dividends, bonuses, bond interest, capital gains, capital appreciation, etc.

6. The information disclosure of the Fund includes prospectus, fund contract, fund financial accounting report, fund subscription and redemption, fund investment, etc.

The above contents are the basic knowledge of fund investment, and understanding these contents will help investors to better choose the fund products that suit them.

What are the basic knowledge of fund investment?

The basic knowledge of fund investment includes the following contents:

1. The concept of fund: the fund is an indirect investment tool. By pooling the funds of many investors, it is managed by the fund manager and managed by the fund custodian, and securities investment is made in the form of portfolio.

2. The characteristics of the fund: the fund invests in the securities market, with high expected return and relatively low risk, which can meet the diversified needs of investors.

3. Classification of funds: According to the operation mode of funds, funds can be divided into closed-end funds and open-end funds; According to the object of fund investment, funds can be divided into stock funds, bond funds and hybrid funds.

4. Fund expenses: Fund expenses include management fees, custody fees, sales service fees, transaction fees and other expenses.

5. Fund trading: Closed-end funds are traded on stock exchanges, and open-end funds are traded on stock exchanges or trading platforms designated by fund managers.

6. Income distribution of funds: the income distribution of closed-end funds is carried out at the time of fund liquidation, and the income distribution of open-end funds is carried out at the end of the fund closed period or when the fund is open for subscription and redemption.

7. Fund investment strategy: Fund managers make investment strategies and determine investment portfolios according to market trends to achieve the investment objectives of the fund.

8. Investment risk of the Fund: The Fund invests in the securities market, and the expected return is uncertain due to market fluctuations.

The above contents are the basic knowledge of fund investment. When investing in funds, investors should fully understand the characteristics of funds, choose appropriate investment tools, formulate reasonable investment strategies, and maximize investment returns.

Basic knowledge analysis of fund investment

The basic knowledge analysis of fund investment includes the following aspects:

1. According to the operation mode of funds, they are divided into open-end funds and closed-end funds.

2. According to the types of fund investment: stock funds, bond funds and hybrid funds.

3. According to the investment direction of fund assets, it is divided into securities investment funds and money funds.

4. According to the expected income of the fund, it can be divided into growth funds, stable fund and income fund.

5. According to the investment objects of funds: stock funds that invest in stocks, bond funds that invest in bonds, and mixed funds that seek portfolio investment in stocks and bonds.

6. According to the source of funds and the use period of funds, it can be divided into closed-end funds and open-end funds.

7. According to the operation mode of funds, they are divided into contract funds and corporate funds.

8. According to the nature of assets, funds are divided into securities investment funds, monetary funds and mixed funds.

9. According to the expected income of funds, they can be divided into growth funds, income-oriented funds and balanced funds.

10. According to the investment object of the fund, it is divided into stock funds that invest in stocks, bond funds that invest in bonds, and mixed funds that seek a portfolio of stocks and bonds.

Understanding these basic classifications can help investors better understand the different characteristics and risks of funds.

Overview of basic knowledge of fund investment

The basic knowledge of fund investment includes the following aspects:

1. Understand the investment philosophy and risk-return characteristics of the fund.

2. Fund classification: according to the operation mode, active funds and passive funds (index funds); According to the investment target, there are stock funds, bond funds and hybrid funds.

3. How do fund managers make investment decisions?

4. Evaluate the return on investment of funds: compare the return on investment of different funds and find out the factors that affect the return on investment.

5. Expense structure of the fund: Understand the expense structure of the fund and identify the factors that affect the return on investment.

6. Investment tools: Understand investment tools, such as securities, bonds, cash and commodities. , and their relationship with fund investment.

7. Basic analytical tools: Understand basic analytical tools, such as macroeconomic indicators, industry trends, corporate financial status and its role in fund investment decisions.

8. Technical analysis: Understand technical analysis tools, such as moving averages, relative strength indicators and bollinger bands. And their role in fund investment decisions.

9. Risk control: Understand the relationship between risk and return, and how to control investment risk.

10. investment strategy: understand investment strategies, such as long-term investment, value investment and growth investment, and their roles in fund investment decisions.

This knowledge can help you understand the basic knowledge and skills of fund investment and support your investment decision.

This is the end of the introduction of the article.