Core Viewpoints - The article emphasizes the importance of mastering the basics of fund investment to make better investment decisions and choose the right funds [1] Fund Classification - Fixed-income plus funds can be further classified based on the proportion of equity allocation: low-volatility (equity allocation <10%), medium-volatility (equity allocation 5%-20%), and high-volatility (equity allocation varies significantly) [1] - Convertible bond funds are also mentioned as a category within fixed-income plus funds [1] Fund Analysis - The equity allocation ratio can be found in the investment portfolio report of the fund's periodic reports, such as quarterly reports [1] - To accurately determine the equity allocation, it is recommended to review multiple periods of historical data and calculate the average [1] Related Topics - The article provides a list of related topics for further reading, including why some funds do not go empty during continuous declines, why bond funds can also fall, and whether fund dividends are a major benefit [1]
基本功 | 都是固收+，低波、中波、高波咋区分？
中泰证券资管·2024-11-12 10:15