The wealth management products in the market are constantly enriched, and the funds that are constantly listed provide investors with a wide range of choices. The advantage of new funds lies in the low subscription rate. Recently, Dongcai Fund has released a new fund, which is Dongcai CSI 5 Fund. What about this fund?

how about dongcai CSI 5 fund?

to understand a new fund, we can start with the risk-return characteristics, investment strategy and the past performance of the fund manager.

1 risk-return characteristics: this fund is a stock fund, and its expected risks and expected returns are higher than those of hybrid funds, bond funds and money market funds. The Fund is also an index fund, and the index it tracks is the CSI 5 Index, which has certain growth, but its scale is relatively small compared with the blue-chip index, so the potential fluctuation will be relatively higher.

2 investment strategy: in principle, the fund adopts the method of completely copying the underlying index to make passive indexed investment. The Fund mainly constructs a stock portfolio according to the constituent stocks of the underlying index and their weights, and makes corresponding adjustments according to the changes of the constituent stocks of the underlying index and their weights, so as to achieve the purpose of copying and tracking the underlying index.

3 fund manager: Ms. Yao Nanyan, Master of Public Policy, University of Southern California, USA. As the Fund adopts a completely passive replication investment strategy, the performance of the Fund depends on the rise and fall of the index, but has little to do with the fund manager.