How to distinguish between private placement and fund? For many people, funds are used to invest in stocks, so Bian Xiao specially brought you common methods to sell the funds in hand, hoping to help you.
Common methods of selling funds in hand
Entrust the fund sales organization to redeem: You can directly contact the sales organization or fund company of the fund you hold, fill in the redemption application form and entrust it to redeem.
Selling through the fund trading platform: If your fund account is bound to the relevant fund trading platform, you can sell the fund through the functions on the platform. These platforms usually provide simple operating procedures and real-time fund market information.
Converting to other funds: Some fund companies provide the service of converting between funds, and you can convert the funds you hold into other funds without redemption and re-subscription.
It should be noted that selling the fund does not guarantee that the expected amount will be obtained immediately. The fund's Maimaitong is generally settled on the next trading day, and the specific arrival time may be delayed.
A detailed description of the fund holding.
As for the detailed explanation of fund holding, funds are investment tools pooled by investors and managed by professional fund managers. When investors buy a fund, they actually buy a part of the portfolio managed by the fund company. According to investment objectives and strategies, fund companies allocate their portfolios to different asset classes, such as stocks, bonds and cash.
Fund holders become shareholders of the fund by purchasing fund shares. The net fund value represents the value of each fund share. Fund companies publish the net value of funds every day, and investors can calculate the value of their funds according to the net value.
Fund holders usually enjoy the income generated by the assets held by the fund, such as dividends, interest or bonuses. The appreciation of fund assets will be reflected by increasing the net value of the fund. Fund holders can also redeem or convert their own funds into other funds according to their own needs under certain conditions. The fund has no fixed term, and investors can buy and sell fund shares at any time according to their own needs.
How to sell private equity stocks
There are several sales methods of private equity funds: private equity self-sales: this sales method is generally suitable for those private equity fund managers with great appeal and strong market influence; Brokerage sales; Third-party platform sales; Bank sales: Banks not only have a strong pool of funds, but also have strong high-net-worth customer resources.
The difference between private equity funds and stocks
Stock investment and fund investment are the two most commonly used investment methods for domestic investors. Stock investment means that investors buy shares issued by listed companies and gain income through stock price rise and company dividends. Fund investment is to purchase fund shares, give money to fund management companies for investment management, and realize income through the growth of fund share net value.
Stock is a kind of ownership certificate, and investors become shareholders of the company after buying it, and the funds raised by stock investment are mainly invested in the industrial field; A fund is a beneficiary certificate. Investors become the beneficiaries of the fund after purchasing it, and the funds raised are mainly invested in financial instruments such as securities. Under normal circumstances, the stock price fluctuates greatly, which is a high-risk and high-return investment, while the fund is a portfolio investment with relatively moderate risk and relatively stable return.
Are the stocks held by private equity funds good?
As an investment consultant fighting in the front line of A-shares, people often ask, "Can funds buy stocks in large quantities?" . But few investors will say that "the stocks held by the fund cannot be bought". Perhaps, some investors have suffered big losses by buying stocks with funds, so they have subjective ill feelings about the stocks held by funds. However, this is one-sided. It needs to be analyzed according to different specific situations.
First of all, from the market position of the fund, the stocks held by the fund often have good fundamentals, which are more worthy of investors' attention, rather than simply abandoning them. Because at present, the main institutional investors in the market are funds (generally referred to as Public Offering of Fund), followed by insurance funds, brokerage funds, trust funds and private equity funds. As the largest fund in the stock market, its influence on the market is self-evident. The fund's shareholding trend is the best weather vane of the stock market. Fund Masukura, generally optimistic about the market outlook. Fund lightening often represents a stage high point. Therefore, many large or small private equity funds tend to follow suit and form a unique investment genre in the market.
Secondly, due to the large scale of funds, funds pay more attention to the risks of individual stocks. Therefore, before the fund opens a position, it will often conduct a detailed fundamental investigation on individual stocks to ensure that it meets at least the black swan. These detailed fundamental investigations are often beyond the ability of individual investors. Therefore, following the fund's goal of opening positions can often avoid the greater fundamental risks of individual stocks. Of course, sometimes the fund will meet the black swan, which is inevitable. The so-called "always walk by the river, how can you not wet your shoes?" Therefore, although investors can focus on the fund's shareholding, the final decision still needs their own multi-faceted analysis before making a decision, and they cannot rely entirely on the fund.