How should hybrid funds calculate returns? Hybrid fund is also one of many fund types, and hybrid fund has always been a popular one. But when we choose a hybrid fund to invest, do you know how to calculate the income and how to calculate the income of the hybrid fund? Look, Bian Xiao will answer your question!

Fund type

Hybrid funds are * * * mutual funds, and their portfolios include fixed-income investments such as growth stocks, income stocks and bonds.

Mixed funds

Generally speaking, hybrid funds invest in both stocks and bonds, but the investment ratio does not meet the classification standards of stock funds and bond funds, so they become hybrid funds.

According to the different investment ratios and investment strategies of stocks and bonds, hybrid funds can be divided into various types, such as partial stock funds, partial debt funds and allocation funds.

Are hybrid funds risky?

Hybrid funds adopt aggressive and conservative investment strategies to allocate the proportion of stocks and bonds. The stock market rose, and more stocks made huge profits; The stock market fell and switched to bonds to isolate risks.

So as far as risk is concerned, the risk of hybrid funds is lower than that of stock funds and higher than that of bond funds and monetary funds.

What is the income of hybrid funds?

As Wang Xiao mentioned above, the allocation of hybrid funds is more flexible. When the market is bullish, you can buy a lot of stocks to get income. When the market is bad, you can also sell a lot of stocks to buy bonds to stabilize your income.

So the return of hybrid funds is still very objective. Generally, although the income will be lower than that of equity funds, it will be higher than that of bond funds and monetary funds.

How to calculate the income of hybrid funds?

For example, chestnuts, the fund's subscription and redemption rates are all sauce purple:

The net value of the fund on May 24th was 2. 175 1 yuan, and I subscribed for the fund on 1 1 in the morning, so my share was10000x (1-1.2).

I choose to redeem this fund on the afternoon of August 6th 1, assuming the net value is 2.5287 yuan and my current assets are 2.5287 x 4542.3199 =1486.1643 yuan. Bank card after deducting redemption fee =11486.1643x (1-0.5%) =1091.85438+0 yuan.

How should hybrid funds calculate returns? This problem has been introduced in detail below, and Bian Xiao also gave you an example to intuitively know how the hybrid fund calculates the income.

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