As the two sessions have just come to an end, a large number of new policies, especially the industry reform and the upcoming "Belt and Road" policy, have brought unprecedented impetus to the capital market. The central bank's interest rate cut and the support of the central high-level authorities for the securities market have all promoted the development of the capital market to a more perfect level, especially the stock, insurance and fund industries, which have more development prospects. So 20 15 buys funds closely related to national policies.

First, we can pay attention to partial infrastructure funds. The theme of "Belt and Road" will promote related concepts such as transportation, infrastructure, building materials, high-speed rail, nuclear power, tourism and finance. In the long run, consumption and high-end manufacturing will also be the biggest beneficiaries, so the layout of such equity funds will be of great benefit.

Second, funds with more related industries, such as Haifutong, Huatai Growth, and Xincheng Growth, have a higher allocation ratio in construction, transportation, and warehousing.

Third, we can actively pay attention to the top ten heavyweight funds in the CSI Belt and Road Theme Index, such as BOC Strategy, China Post Advantage, Changsheng Tongde, Wanjia You Xuan, Galaxy Blue Chip, etc. In addition, the Southern Well-off ETF will also benefit from this policy.

2. Which fund is more profitable:

Funds are generally divided into bond funds, money funds and equity funds, among which bond funds are investment bonds, so they are the most stable, but the returns are also the lowest. Monetary funds mainly invest in short-term monetary instruments, such as bank bills, government bonds, bank time deposit certificates, government bonds and so on. , the income is relatively high and the security is good. Equity funds mainly invest in the stock market, and their returns change with the risk of the stock market. Therefore, investors can look at the market when investing, and buy bond funds when the stock market is not good; For example, when the stock market improves and there are so many good news, investors can boldly buy equity funds and get higher returns.