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澳门新金沙国际娱乐:Money Management Tips: Essentials of the Fund's Prospectus

时间:2018/5/17 18:33:16  作者:  来源:  浏览:0  评论:0
内容摘要: For a fund, "fund prospectus" is like its product specification, how the fund works, how to invest and other important informatio...

For a fund, "fund prospectus" is like its product specification, how the fund works, how to invest and other important information can be found in the fund prospectus. Today, Xiaoao has organized some tips and learned with his friends!

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In the face of various funds in the market, investors must double-check the fund's prospectus before making a decision to see clearly the true capabilities of the fund and combine its own risk tolerance capabilities with comprehensive judgments.

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First, the reference for investment funds

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Funds prospectus, also known as the public statement, is a fund sponsor established in accordance with national laws and regulations, and provides investors with funds when the fund's recruitment prospectus is formulated by fund sponsors in accordance with relevant state laws and regulations and makes public offerings to the public. A legal document provided by investors to explain the situation of the fund is also the most important document investors understand about a fund.

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Two will be updated once every six months

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The fund prospectus comes with the fund. After the official operation of the fund, it will be updated once every six months. The contents generally include the fund manager and the custodian, the fund's investment methods and expenses, and the investment objectives of the fund. , income and risk, as well as the summary of the contents of fund contracts and fund escrow agreements, etc.

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Three concerns are these

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In the lengthy fund prospectus, investors should pay attention to, first of all, the "fund manager", look at the fund manager's past performance, career years and professional background. Although in the past it does not represent the future, but at least it can reflect A fund manager's investment ability.

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Secondly, the investment section of the fund involves the objectives of the fund investment, investment direction, investment strategy, restrictions on investment and performance comparison standards, and so on. For example, the fund's investment objective can reflect whether the fund is seeking long-term gains with low risk or high-risk high-risk pursuits, and determine which fund the fund is suitable for. In the scope of investment and investment strategy, you can understand the fund's asset allocation ratio, whether to prefer investment bonds or focus on investment in stocks. In different market environments, the funds will be put in which products, so as to understand the fund manager's investment idea.

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Finally, in the "fund raising", look at their own investment costs. Funds generally charge subscription fees, redemption fees, management fees, and custodian fees, which can be used to compare the level of fees charged by various funds.


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