The evaluation of the fund should at least consider the investment direction, investment scope, investment method and performance comparison benchmark agreed in the fund prospectus and fund contract, the risk-return characteristics of the fund, and the effectiveness and consistency of the fund investment decision-making system and trading system.
The evaluation of fund managers should at least consider the compliance of fund management companies and their personnel, the governance structure of fund management companies, the stability of shareholders, senior managers and fund managers, investment management and research capabilities, information disclosure and risk control capabilities.