Current location - Trademark Inquiry Complete Network - Tian Tian Fund - How about Cai Dong CSI New Energy Vehicle Index Start-up Fund?
How about Cai Dong CSI New Energy Vehicle Index Start-up Fund?
The advantage of buying a new fund is that the rate is relatively low, but the new fund has no past performance and it is not convenient to evaluate the quality. Recently, another fund under the Cai Dong Fund has been issued, which is the initiating fund of Cai Dong CSI New Energy Vehicle Index. What about this fund?

How about Cai Dong CSI New Energy Vehicle Index Start-up Fund?

It is impossible to know the performance of the newly established fund from historical data, but we can know the fund from the fund manager's past risk-return investment, investment strategy and managed funds.

1 Risk-return characteristics: The Fund is an index-based equity fund, and its expected risks and returns are higher than those of money market funds, bond funds and hybrid funds. The Fund mainly invests in the constituent stocks of the underlying index and its alternative constituent stocks, which have similar risk-return characteristics with the underlying index.

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 and their weights of the underlying index, and makes corresponding adjustments according to the changes of the constituent stocks and their weights of the underlying index, so as to achieve the purpose of copying and tracking the underlying index. Under the premise of controlling the daily average tracking error and annual tracking error of the fund, the Fund strives to obtain investment income similar to the underlying index.

3 Fund Manager: Ms. Yao Nanyan, Master of Public Policy, University of Southern California, USA.

As an index fund, the profit and loss of investors mainly depends on the performance of the index, and has nothing to do with the fund manager. In the index fund, the fund manager's purpose is to make the fund fit the index highly, so as long as the performance of the fund is highly consistent with the index, the fund is successful.