Fund China: Provide Chinese funds for investment and related reference information.
Today ListSpecialFavoritesRSS

Recommendation: •  China Fund List •  China Fund Companies List
•  Is Fund required to bear the responsibility of propping up the market?

You are here: Fund China > Fund comment > How to understand the fund’s quarterly report

How to understand the fund’s quarterly report

By Han
Published: 10:10, April 24th, 2008

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.

You Might Like:

  • Sunshine Arts Education Fund was established to help the poor
  • FOF another choice of investment
  • Near-Term Bust For Emerging Markets?
  • "The Olympic Star Fund" of 100,000 donors
  • Fund holders of the risk
  • Newly opened mutual fund accounts top five million in August
  • Index funds into the hardest hit
  • Beware Of Hidden Derivatives
  • ICBC Credit Suisse QDII Fund begin to profit
  • Orient Strategy Fund was established, collected 329 million copies first
  • No Responses, Submit Comment

    You must be logged in to post a comment.

    View

    Hedge fund harvest in China fund market

    Total speaking, the hedge fund makes a quite good performance in the China fund market so far even including a part of funds fell down in November...

    QDII funds waiting for the coming year

    QDII funds waiting for the coming yearThere may be much upset, suspicious and expectant for the QDII funds in 2007 fund market....

    10 trends in the fund prospect

    The total fund scale amount will be 20 trillion more or less in 2020 in a neutrally forecast and the following 13 years' compound annual growth rate will reach 16%...

    Special

    Qualified Domestic Institutional Investor (QDII)
    China Southern Fund Management Co., one of the country's three largest fund companies, said it had won approval from regulators to invest clients' money in foreign financial markets. Detail...

    Real time update Index

    Shanghai Securities Fund index, update data table.

    Shenzhen Securities Fund index, update data table.

    Recent

    Sponsored Links: