基金投资基本功
Search documents
基本功 | 场内VS场外基金,差别咋这么大?
中泰证券资管· 2025-12-31 07:02
基本功的基,就是基金的基。 做好投资、买对基金, 从夯实投资基金的基本功开始。 1分钟GET一个知识点, 起步更轻松。 扫码进入基本功专栏 本材料不构成投资建议,观点具有时效性。本公司承诺以诚实信用、勤勉尽责的原则管理和运用基金资产,但不 保证基金一定盈利,也不保证最低收益。投资有风险,基金过往业绩不代表其未来表现。基金管理人管理的基金 的业绩不构成对其他基金业绩表现的保证。投资者投资基金时应认真阅读基金的基金合同、招募说明书、基金产 品资料概要等法律文件。基金管理人提醒投资者基金投资的"买者自负"原则,请投资者根据自身的风险承受能力 选择适合自己的基金产品。基金有风险,投资须谨慎。 中泰证券资产管理 场内基金和场外基金 有什么区别? 场内、场外是基金的一种 分类方式,本质区别是交 易场所不同。 场内基金,可在 证券交易市场里交易,即常说的二级 市场。场外基金,是在基金公司、代销渠道等交易。 ...
基本功 | 债基也会暴跌,如何避免踩雷?
中泰证券资管· 2025-12-18 11:32
基本功的基,就是基金的基。 做好投资、买对基金, 从夯实投资基金的基本功开始。 1分钟GET一个知识点, 起步更轻松。 如何尽量避免债基 瞬雷风险? 要先了解自己买的债基 到底投了什么。 债券主要分为利率债和信用债。利率债安全性较 高,通常不会有暴雷风险。信用债是由企业、金融 机构等丰位发行 景暴雷丰要风险区 通常评级 战 )中泰证券资产管理 扫码进入基本功专栏 本材料不构成投资建议,观点具有时效性。本公司承诺以诚实信用、勤勉尽责的原则管理和运用基金资产,但不 保证基金一定盈利,也不保证最低收益。投资有风险,基金过往业绩不代表其未来表现。基金管理人管理的基金 的业绩不构成对其他基金业绩表现的保证。投资者投资基金时应认真阅读基金的基金合同、招募说明书、基金产 品资料概要等法律文件。基金管理人提醒投资者基金投资的"买者自负"原则,请投资者根据自身的风险承受能力 选择适合自己的基金产品。基金有风险,投资须谨慎。 ...
基本功 | FOF基金净值更新为啥“慢半拍”?
中泰证券资管· 2025-09-04 11:32
Group 1 - The core viewpoint emphasizes the importance of foundational knowledge in investing, particularly in mutual funds, to facilitate easier entry into investment activities [2] - FOF (Fund of Funds) has a "double-layer structure," which is the primary reason for its net asset value (NAV) updates being slower. The calculation of FOF's NAV requires waiting for all underlying fund NAV disclosures to be completed before it can be calculated [3]
基本功 | 基金赚钱≠基民赚钱?两者的差异从哪看?
中泰证券资管· 2025-09-02 11:33
Group 1 - The core idea emphasizes the importance of foundational knowledge in investing and selecting the right funds, suggesting that a solid understanding of fund basics is essential for successful investment [2] - Investors are encouraged to focus on key indicators in fund reports, specifically the "weighted average net profit margin" and "net asset value growth rate," which reflect the fund's performance and the actual returns for investors [3]
基本功 | 如何大致了解FOF基金的含权量?
中泰证券资管· 2025-08-19 11:33
Group 1 - The core idea emphasizes the importance of foundational knowledge in investing and selecting the right funds, suggesting that solid basic skills in fund investment are essential for success [2] - FOF funds' equity asset allocation can be estimated by reviewing the fund contract and its holding data, which provides insights into the proportion of equity assets [3]
基本功 | 如何从季报中,看懂债基的底层持仓?
中泰证券资管· 2025-07-31 11:32
Group 1 - The core idea emphasizes the importance of foundational knowledge in investment and fund selection, suggesting that solid fundamentals are crucial for successful investing [2] - Understanding the underlying holdings of bond funds is essential, particularly through quarterly reports that disclose detailed bond investment information [3] Group 2 - The article provides a breakdown of bond abbreviations, which typically consist of three parts: issuance year, bond type, and series number, aiding in the analysis of their nature [3]
基本功 | 季报中,如何看债基的债券持仓类别及占比?
中泰证券资管· 2025-07-24 09:42
Group 1 - The core idea emphasizes the importance of foundational knowledge in investment and fund selection, suggesting that solid basic skills are essential for successful investing [2] - The article highlights how to analyze bond fund holdings through quarterly reports, specifically focusing on the "Investment Portfolio Report" section, which details the types of bonds and their respective proportions [3]
基本功 | 同一主题的基金,为啥有时业绩差别很大?
中泰证券资管· 2025-07-08 09:54
Group 1 - The core idea emphasizes the importance of foundational knowledge in investing and selecting the right funds to enhance investment success [2] - Performance discrepancies among funds can be significant, even within the same thematic category, due to differing definitions and sub-sector dynamics [3] - Within the healthcare theme, various sub-sectors such as traditional Chinese medicine, medical devices, and innovative drugs have shown varying performance this year, reflecting the differing levels of industry prosperity [3]
基本功 | 发起式基金有啥不一样?和普通基金区别在哪?
中泰证券资管· 2025-06-24 10:46
Group 1 - The core idea emphasizes the importance of foundational knowledge in investing and selecting the right funds, suggesting that solid fundamentals are essential for successful investment in funds [2] Group 2 - Initiating funds have lower establishment thresholds, requiring a minimum subscription amount of at least 10 million yuan and a lock-in period of 3 years, which allows for quicker establishment and diversification of investments [3]
基本功 | 想要选出稳健固收+,看啥指标?
中泰证券资管· 2025-06-19 08:16
Group 1 - The core idea emphasizes the importance of foundational knowledge in selecting investment funds, suggesting that a solid understanding of fund basics is crucial for successful investing [2] - Key indicators to focus on when selecting funds include win rate, return rate, and drawdown data. A stable product should demonstrate the ability to consistently outperform benchmarks, with daily win rates relative to benchmarks serving as a significant reference [3] - The frequency of net value hitting new highs is also highlighted as an important metric, indicating smoother return curves [3] Group 2 - The article promotes an event called "中泰资管616宠粉节," encouraging fund holders to participate for a chance to win various prizes, which may enhance engagement and interest in the fund offerings [5]