In the fund market, investors often encounter situations where the purchase limit of a certain fund is 1,000 yuan, or the purchase limit is 10,000 yuan. Why is this? What should we do if this happens? Below we have prepared relevant content for your reference.
Funds may be restricted in the following situations:
1. Protect the rights and interests of investors
When the fund market is relatively good or when dividends are distributed , there will be many investors rushing to buy the fund. If subscription is not restricted, the scale of funds will expand rapidly in a short period of time. If it cannot be handled reasonably, the income of other investors will be diluted.
2. Control the fund scale
As the saying goes, "A small boat is easy to turn around." When the fund scale is too large, the fund manager's ability to adjust positions and stock exchanges is highly required, and the fund manager Buying stocks requires research and cannot be bought and sold at will. If you buy a large amount, you can only add to the position. After adding the position, the shareholding ratio will increase, so you must consider the impact of the "Double Ten" restrictions on public funds.
3. Foreign exchange controls
For example, QDII fund purchase restrictions are mostly due to foreign exchange controls.
4. Performance assessment node
Funds conduct performance rankings every year. At the performance assessment node, fund managers may perform performance ranking assessments, avoid diluting holders’ income, and effectively prevent Due to reasons such as excessive fluctuations in net worth, purchase restrictions have been implemented to ensure returns.
When fund purchases are restricted, investors can adopt the following investment strategies:
1. Purchase this type or other funds managed by the fund manager
Investors When the purchase of a certain fund is restricted, if you think that the fund or the fund manager is good and there is room for growth in the future, you can choose to buy other funds of this type or managed by the fund manager to pursue returns.
2. Purchase on the next trading day
When the fund purchase limit limits the amount of purchases on that day, for example, if you can only buy 1,000 yuan on that day, investors can choose to buy on the next trading day. Buy again.