How to understand the fund’s quarterly report
GUANGZHOU (Fund China) - Fund companies gradually disclosed the first quarter bulletins. But what should the investors pay attention to the report? Here are some suggestions.
The most important information in the quarterly report is the stock holding proportion of the fund in the quarter. In general, the quarterly report will disclose the ten stocks that the fund mainly holds. Investors can learn which industries and plates the fund is looking good at through it. At the same time, investors can also compare it with those of other funds so that investors can determine whether the fund’s investment style is stable and whether the ten main stocks of the fund are changed too often. If they are changed too often, the fund’s investment style may not be stable, which investors should pay attention.
In addition, investors can learn how the managers think of the market. Fund managers will analyze the market in the current quarter and anticipate the next quarter. This is the essence of the fund managers’ investment strategic. Investors can take it as the strategic of their own.
Also, investors should pay attention to various financial indicators in the bulletins to realize the fund’s scale of change and revenue. Besides, the important events in the quarter, such as change of fund managers and modification to base comparison laws, are also available in the bulletin. And investors can find the answers through the company’s customer service hotline.
Copyright Fund China 2008.
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