First, the query method of quarterly report and annual report of the fund. First, open the relevant fund trading platform, log in the user's personal account number and password on the fund trading platform, and then search for the fund code you purchased in the search box. And then at? Fund code? Found it on the page? Fund announcement? Click the icon to view the quarterly and annual reports of the fund.
2. What do the quarterly and annual reports of the fund include? The quarterly report of the fund mainly includes the relevant performance of the main financial indicators and the net value of the fund, the relevant report of the manager, the report of the investment portfolio and the change of the share of the subscribed open-end fund. Investors can check the performance of the fund from the quarterly report or annual report, that is, observe the change of the net value of the fund, and also check the related performance of other funds promoted by the fund company and the fund performance recommended by the fund manager. Investors can also check the fund's heavyweight stocks according to the fund's quarterly and annual reports, and whether the share of related funds has changed.
Three. Matters needing attention for investors to buy funds. Before purchasing funds, investors need to open their own personal fund accounts in banks or related fund institutions. And before purchasing fund products, you can ask professional institutions or fund managers to conduct risk assessment on the fund, and then combine your own financial resources and acceptable risk range to purchase fund products. Moreover, when investors buy funds, they need to know what kind of funds they are buying and what the rate of return is.