Current location - Trademark Inquiry Complete Network - Tian Tian Fund - Why should Guo Fu's military fund be converted?
Why should Guo Fu's military fund be converted?
The so-called upward conversion is a kind of irregular conversion of graded funds. Generally speaking, when the net value of the parent fund of the graded fund reaches, it will trigger the upward conversion. In the bull market, the leverage of B share will become smaller and smaller due to the sharp increase in the net value of the parent fund until it becomes invalid. Therefore, through upward conversion, the net value of the parent fund, A share and B share will be unified again. Class b will return to the initial higher leverage and restore charm.

At the beginning of the establishment of Guo Fu Military Industry A and B, its leverage ratio was twice that of the original. When the net value of the military parent fund reaches 1 yuan, the leverage becomes the lowest; If the net value of Military B is RMB, the leverage is up to 5 times. In order to keep the leverage ratio of the Fund within a reasonable range, after adjustment and irregular conversion, Guo Fu Military Industry (16 1024), Military Industry A( 150 18 1) and Military Industry B (1) Military B has returned to twice the initial leverage, becoming the military index fund with the highest leverage ratio in the field.

The key to "upward conversion" is to earn more money-the increase of fund net value must reach a certain height, otherwise, it is impossible.

For example, when 200 yuan, the parent fund, invests in the market, the distribution of expected annualized expected return is artificially divided into share A (100) and share B (100). Regardless of 200 yuan's investment profit and loss, A shares the expected annualized expected income of 6% every year, and the rest belongs to B, so it can be understood that A borrowed 100 yuan from B for investment.

One year later, when 200 yuan invested in 300 yuan (that is, the parent fund 200 yuan rose by 50%), the total assets of A share were 106 yuan, while the assets of B share were 194 yuan. At this time, 194 yuan can only be used for borrowing and investing, so that more money can be borrowed for B share (professional vocabulary is called increasing leverage) and "upward conversion" can be realized.