Fund conversion refers to a business model that investors can directly convert their fund shares into the fund shares of other open-end funds managed by the company after holding any open-end fund issued by the company, without redeeming the fund shares they hold before purchasing the target fund.
Investors can handle fund conversion in any sales organization, sell the transferred fund and transfer it to the target fund at the same time. The two funds to be converted must be managed by the same fund manager represented by the seller and registered in the same registration institution.
Fund conversion skills mainly include:
1. If the return of your equity fund has reached the profit point and you want to make further profit by adjusting your portfolio, you can consider converting your equity fund into other equity funds;
2. If you are ready to profit from your own stock fund, but there is no capital demand, you can convert the stock fund into a tool with fixed expected income, such as a bond fund or a money market fund;
3. If the stock fund you hold falls to the stop loss point and there is no need to use the funds for the time being, you can consider converting first and then redeeming the compensation;
4. When the stock market will change from short to long, you should transfer the funds parked in bond funds or money market funds to the revived stock funds in time;
5. When the economic boom cycle is at its peak and you are facing downside risks, you should start taking profits on rallies, and the stock funds you can control will gradually turn into bond funds or money market funds;
The above are the fund conversion skills. I hope everyone can get something after reading it. I wish you all a happy financial management!
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