Fund trading is strange to many people. Just like a map, there is also a map for fund trading, which is called the fund trading guide. The following small series summarizes the important value of the fund guide for everyone, hoping to help your investment.

The important value of fund orientation

Provide basic knowledge: fund guides usually contain basic knowledge about funds, including different types of funds, fund investment strategies, risk-return characteristics and so on. This helps investors to understand the basic principles of fund market and fund investment.

Guiding investment decision: Fund guide can help investors evaluate their investment objectives, risk tolerance and investment time, and guide them to make corresponding investment decisions. They provide investment advice and portfolio advice to help investors choose the right fund.

Understand fund managers and fund performance: fund guides usually provide information about fund managers and fund performance in the past. This information is very helpful for investors to evaluate the experience and ability of fund managers, as well as the performance and risk level of funds.

Overview of fees and rates: Fund guides usually outline the fee structure and management rates of funds. Investors can read the guide, understand the related expenses of the fund and evaluate its impact on the return on investment.

Risk disclosure and legal requirements: the fund guide usually contains information on risk disclosure and legal requirements of the fund to protect the rights and interests of investors. Investors can learn important information such as risks and trading rules involved in this fund by reading the Guide.

Preparatory work before purchasing funds

Clear your investment goal: clear your investment goal, whether it is long-term capital appreciation or short-term speculation, saving for retirement or education fund, etc. This will help to choose the appropriate fund type and risk level.

Assess risk tolerance: assess your risk tolerance and determine your acceptable investment risk level. This will help to choose the appropriate fund type and risk level.

Research fund information: carefully study the relevant information of the fund, including investment strategy, past performance, fee structure, fund manager, etc. This will help to understand the characteristics of the fund and the characteristics of risk and return.

How important is the fund purchase guide?

Help to choose the right fund: There are hundreds of funds to choose from in the fund market, and each fund's investment strategy and performance are different. The buying guide can help investors understand different types of funds, as well as their investment objectives, risk characteristics and expected returns, so as to help investors choose the right fund.

Provide investment strategies and suggestions: the purchase guide usually includes the investment strategies and suggestions of the fund, such as how to diversify the investment and how to make regular fixed investment. These strategies and suggestions can help investors make long-term investment plans and avoid blind follow-up or speculation.

Explain the expenses and rates of the fund: Fund investment involves expenses and rates, including management fees, custody fees, sales and service fees, etc. The purchase guide can explain the meaning and calculation method of these expenses and help investors understand the actual cost of the fund.

Provide market trends and monitoring: Buying guides usually provide information such as market trends and fund monitoring to help investors understand market trends and fund performance. This information can help investors make wise investment decisions and adjust their portfolios in time.

Suggestions on fund operation

Diversified investment: By investing in different types of funds and asset classes, the portfolio can be diversified. This helps to reduce risks and balance interests.

Regular review and adjustment: regularly review the performance of the fund and make necessary adjustments according to market conditions and investment objectives. Avoid too frequent adjustments and maintain the stability of long-term investment planning.

Understand the risk-return characteristics of funds: when choosing funds, carefully study the risk level and expected return of funds. Understand the impact of market fluctuations on funds and make investment decisions according to their own risk tolerance.

Pay attention to fees and rates: compare the fees and rates of different funds and choose the one with lower fees. Fees have an important impact on long-term returns, so try to choose funds with low rates.

In-depth understanding of the fund: before purchasing the fund, carefully study the relevant information of the fund to understand the investment strategy, management team and historical performance of the fund. Knowing the basic information of the fund is helpful to make more wise investment decisions.

Can the subscription application of the fund subscription guide be revoked?

During the period of stock issuance, the subscription application formally accepted by investors shall not be revoked.

For the subscription application submitted within the fund business processing time on that day, investors can submit the cancellation application and cancel it before 15: 00 on that day. The application cannot be cancelled after 15: 00.