1, apply for the theme fund of North Exchange. Most of the theme funds of the North Exchange invest in the shares of the North Exchange, and a high proportion of funds will be invested in the theme of its layout. It is estimated that 80% of such funds will be invested in the shares of the North Exchange. Most of the theme fund products of Beijing Stock Exchange are two-year closed-end funds, that is to say, investors can't withdraw the invested amount within two years after buying the theme fund of Beijing Stock Exchange, so investors should carefully consider whether to buy such funds according to their own use of funds.
2. Invest in specialized and special theme funds. It is worth noting that there are hundreds of specialized innovative stocks selected by Shanghai and Shenzhen Main Board, Growth Enterprise Market, Science and Technology Innovation Board and New Third Board, while there are only a dozen stocks selected by North Exchange, so the capital selection of North Exchange is not large. Therefore, this kind of theme fund may only invest in the shares of the North Exchange, not necessarily the shares of the North Exchange. It is estimated that its investment focus is still on the Shanghai and Shenzhen stock exchanges.
3. Who can vote for the New Third Board in Public Offering of Fund? The Beijing Stock Exchange is the translation of the selected layer of the original New Third Board. Fund investors who want to invest in the North Stock Exchange can also pay attention to Public Offering of Fund, and they are eligible to invest in the New Third Board, and may find investment opportunities. In this kind of fund products, most of them invest in the selected companies of the New Third Board in the closed period, and the proportion of the open period is not higher than 15%, and they will not mainly invest in the stocks of the North Stock Exchange.
4. Ordinary public offering funds invest in shares of the North Stock Exchange according to the contract. According to the Fund Law, Public Offering of Fund can invest in legally issued and listed stocks in China. The shares of Beijing Stock Exchange are legally issued and traded in China, and Public Offering of Fund can make investment according to the contract. It is expected that after a period of time, the number of Public Offering of Fund investors in the shares of the North Exchange will gradually increase, and the range of investors' choices will become wider.
5. Special account channels. The special account channel is suitable for investors holding large amounts of money, not for small and medium-sized retail investors. Public Offering of Fund special account is actually equivalent to "private placement in public offering", which is set up for specific customers and takes the road of differentiation and personalization. Special account products can choose specific investment targets for investors according to their investment needs and risk preferences. Fund investors who want to invest in the shares of the North Exchange and hold large sums of money can achieve their investment goals by participating in the asset management plan of the fund company.
From which institutions do individual investors participate in the Beijing Stock Exchange Fund?
1, bank. Many banks will cooperate with fund companies to help sell funds on a commission basis. The Beijing Stock Exchange Fund has reached cooperation with four major banks and national joint-stock banks. Investors who want to buy the North Exchange Fund can go to relevant banks for consultation and purchase.
2. Securities companies. Consignment fund is also a major business of securities companies. Some head securities companies have cooperative relations with a number of fund companies. Investors can ask the account manager whether their securities companies have reached a cooperative relationship with the North Exchange Fund.
3. Fund company official website. Official website, a fund company, released the comprehensive investment information of its fund products and updated it in time. Investors can go directly to the fund company to inquire about the funds of the North Exchange. If the fund company has related business, it will inevitably release relevant information. At this time, investors can choose to buy directly.
4. Third-party trading platform. Now there are many fund platforms, such as Straight Flush and Tian Tian Fund. Investors can go to these platforms for consultation and purchase, and sometimes there are some preferential activities.