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权益类基金投资
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卡位布局投资机会 超120只基金冲刺年底发行
截至12月9日,当前正在发行的基金高达112只。从新发基金类型看,权益类基金成为发行主力军,占比 超过六成。具体来看,当前共有69只权益类基金正在发行,指数基金成为重点布局方向 ◎记者 赵明超 时至年末,新基金发行掀起小高潮,超120只基金正在或即将发行。从基金布局发力点看:一是面向高 风险偏好投资者的权益类基金;二是聚焦稳健投资需求的"固收+"产品。在业内人士看来,年末的发行 热潮与新品的密集上报,既体现机构对当前市场机会的看好,亦是其对明年投资机会的卡位布局。 新基金发行掀起小高潮 除正在发行的基金外,还有15只新基金发布基金份额发售公告,即将启动发行。"截至12月8日,偏股混 合型基金指数年内涨幅超30%,赚钱效应显现吸引较多资金涌入,尤其是四季度以来权益类基金发行显 著回暖。"沪上某基金公司渠道人士透露,债券市场近期震荡,纯债产品频遭大额赎回。在这种背景 下,基金公司布局权益类产品的热情更高。 从今年以来的新发基金情况看,Choice数据显示,截至12月9日,今年以来成立了1510只新基金,合计 发行规模为1.09万亿元。 基金产品密集上报 公募布局新品步履不停。Choice数据显示,截至12月9日, ...
权益类基金投资,应对市场波动的6条原则
Sou Hu Cai Jing· 2025-06-19 08:21
Group 1 - Market fluctuations are an inherent part of equity investments, with historical data showing that the S&P 500 index has experienced approximately one 10% market correction each year from 1977 to 2016, yet it has provided positive returns 75% of the time during that period [2][4] - The Chinese market, represented by the CSI 300 index, exhibits a similar trend where significant market corrections often present new investment opportunities despite annual fluctuations [4] Group 2 - Predicting market movements is deemed impractical due to the complex and chaotic nature of capital markets, making it essential to maintain a healthy skepticism towards consensus predictions while being open to well-founded non-consensus forecasts [6] - Emotional responses to market events can lead to irrational investment decisions, as evidenced by research indicating that investors tend to become increasingly pessimistic about losing stocks and overly optimistic about winning stocks [7][8] Group 3 - Establishing a simple and executable investment plan, such as dollar-cost averaging, can help mitigate the impact of market volatility and emotional decision-making [10] - Diversifying asset allocation is recommended to reduce risk, with research indicating that asset allocation contributes 88% to the returns of diversified portfolios, while stock selection and timing account for only 12% [11][13] Group 4 - Long-term investment perspectives are crucial, as historical data shows that the S&P 500 index has achieved an average annual return of 10.43% over 10-year periods from 1937 to 2018, despite economic downturns and wars [14] - The CSI Fund Index has demonstrated a total return exceeding five times from 2003 to mid-2019, with annualized returns of 12% for mixed funds and 12.86% for equity funds, indicating strong long-term performance in the Chinese market [14][18]