GUANGZHOU (Fund China) – Balance fund is a kind of fund that pursues not only long-term capital appreciation but also current income. Such funds invest mainly in bonds, preference shares and ordinary shares. These securities have relatively stable portfolio proportion in the investment portfolio. In general, balance fund will use 25 to 50 percent of its total asset to invest in preference shares and bonds and the rest asset will be used to invest in ordinary shares. The risk and return of balance fund is between growth fund and income fund.

GUANGZHOU (Fund China) – There are many characteristics of equity funds, which mainly reflected in the following aspects.

First, compared with investors’ direct investment in the stock market, equity funds have the characteristics of portfolio investment and risk diversification. In addition, investing in equity funds, investors can enjoy the low cost advantage.

Second, compared with other funds, equity funds have various styles. So they are suitable for different investors who have different requirements for risk and revenue. However, the potential risks and benefits of equity funds are in the upper level.

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GUANGZHOU (Fund China) – Recently, experts have given some suggestions to fund investors for buying funds. There are 7 principles as follow.

First is to invest dispersedly. Don’t put all eggs into one basket. So, investors can invest in money funds, bond funds, dividend funds, index funds, equity funds. In this way, investors can lower the systematic risk of the market.

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GUANGZHOU (Fund China) – There are many kinds of open-end funds. However, they can be divided into four kinds according to their targets, objects and strategies. First is the equity fund. This kind of fund mainly invests in stocks with high risk and high revenue. Second is the mixed fund. This kind of fund invests dispersedly in stocks, bonds and money market. Third is the bond fund. This kind of fund mainly invest in bonds .Its purpose is to have a fixed revenue. Details »

GUANGZHOU (Fund China) – In general, there are five factors that determine a fund’s performance.

First is the assets allocation. The more stocks investors allocate the greater revenue they may have. At the same time, the risk will be higher.

Second is the trend of the market. The indicator to judge the market is the comparison base. A good fund should have a stable style and an appropriate comparison base.

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GUANGZHOU (Fund China) – Contract forms

Private fund can adopt the contract form as public fund. Private fund has investors and the relationship by the holders General Assembly, the private fund management institutions and depositories institutions. Private fund management company contract with fund depositories institutions, Private fund managers initiate private fund to investors and manage investment, depositories institutions keep the asset and chack the account. Details »

GUANGZHOU (Fund China) – After the establishment of closed-end funds, their shares are fixed and investors can only trade them through the platforms in the Stock Exchange as stocks.

Step 1: open a fund trading account
Like stock trading, trading closed-end funds also needs accounts. So you need to go to the securities business department to open accounts, including funds accounts and financial accounts (that is, the so-called margin accounts). Details »

GUANGZHOU (Fund China) – With the financial activities of the Fund is continually deepening, the pursuit of calm investment in order to access to higher returns, has became a fund investment objectives chosen by the investors. However, to achieve this goal, the investors should aslo learn how to balance in the actual fund investment.

First, the balance of mind. After choosing to purchase the fund, the investors should not to disrupt the pace of life, and not to diverted life more precious time. Balance the mentality is a natural state of mind, it is a transcendent state.

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GUANGZHOU (Fund China) – When the stock market falls, many of the funds’ net will be reduced. But among the decreasing funds, there will be some kinds of funds whose decreases are smaller. These kinds of funds are known as the “resistance-risk funds.” The reason why such funds’ decreases are smaller can not be separated from the following five aspects.

First is the stability of the investment portfolio. In the felling process of the stock market, if the funds are to be frequently adjusted and the turnover rate is to be increased, the funds’ net will be diminished because of the increase of the opportunity cost and transaction costs.

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GUANGZHOU (Fund China) – A share’s performance since the fourth quarter of last year, liking the roller coaster is ups and downs all the way. Shanghai Composite Index as an example, easily broket the peak of 6100, and then sharply dived, fell to the lowest point 4700, and then rebounded to 5300 around. Such a wide congestion wave in the A share market, led to many worries of the fund net value growth for investors. Fortunately, the fund fixed period fixed quota service can diversify risk, average cost, and gain a long term yield, making the fund fixed period and fixed quota service more and more popular.

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