The formula of capital increase is: capital increase =1(1-loss range)-1, that is, when the investor loses 20%, capital increase = 1/( 1- 20%)-65438+.
For example, suppose an investor bought a fund with a price of 1 1,000 yuan, but the fund fell by 20% in one month, so the money lost is: 1 1,000 * 20% = 200 yuan, and the total amount of the investor's funds is only: 1 1,000-200 =.
If it is to rise to the original 1 ,000 yuan, then it needs to rise by 25% to recover the cost. The above method is to calculate that if investors do not add positions and make up positions after losses, then the increase will be smaller.
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Fund, in English, refers to a certain amount of funds set up for a certain purpose. It mainly includes trust and investment funds, provident funds, insurance funds, retirement funds and funds of various foundations.
From the accounting point of view, capital is a narrow concept, which refers to funds with specific purposes and uses. The fund we are talking about mainly refers to the securities investment fund.
According to different standards, securities investment funds can be divided into different types:
(1) According to whether the fund unit can be increased or redeemed, it can be divided into open-end funds and closed-end funds. Open-end funds are not traded on the market (as the case may be), but are purchased and redeemed by banks, brokers and fund companies, and the fund scale is not fixed; Closed-end funds have a fixed duration and are generally listed and traded on the stock exchange. Investors buy and sell fund shares through the secondary market.
(2) According to different organizational forms, it can be divided into corporate funds and contractual funds. A fund is established by issuing fund shares to establish an investment fund company, which is usually called a corporate fund;
The establishment of fund managers, fund custodians and investors through fund contracts is usually called contractual funds. China's securities investment funds are all contractual funds.
(3) According to the different investment risks and returns, it can be divided into growth funds, income funds and balanced funds.
(4) According to different investors, it can be divided into bond funds, stock funds, money funds and hybrid funds.