Eight Shanghai and Shenzhen 300 Index fund How do you choose (one)?
Source: Internet
Author: User
KeywordsFund performance Cathay
⊙ Eastern Airlines financial Liao, regardless of the external market or domestic market, history shows that there are few funds that can beat the index for a long time, and that the index fund has the advantage over the active fund for long-term investment. In the Chinese market, the most representative of China's economy and the overall trend of the stock market is undoubtedly the Shanghai and Shenzhen 300 index, so the index based on the Shanghai and Shenzhen 300 index funds are also favored by the market and investors. Since this year, the Shanghai and Shenzhen 300 index funds to reflect the market demand for such funds, with the Banrishin, Peng Hua, south and other fund companies to join, the current market on the Shanghai and Shenzhen 300 index funds have reached 8, respectively, Cathay and Shenzhen 300, big into the Shanghai and Shenzhen 300, ka real Shanghai 300, Boshi, South Shanghai and Shenzhen 300, GF-Shenzhen 300, silver Rui Xin Shanghai 300, Peng Hua Shanghai 300, of which, after 4 are only the new fund. Based on the actual investment, this paper makes a comprehensive comparison between the 8 funds from style, rate and investment mode, so as to help the investors to get the different and choose the most suitable fund. Investment style and index fitting from the performance comparison benchmark, in addition to the Cathay and Shenzhen 300 and the Shanghai-Shenzhen 300, the performance of the rest of the fund comparison benchmark is 95%x Shanghai and Shenzhen 300 index yield +5%x interbank deposit rate. As for the Shanghai and Shenzhen 300 index funds, the author thinks that although the performance comparison standards are different, in fact, the same as the characteristics of the index funds determines that they are in the same time period the benefits are very consistent. As of May 11, the establishment of more than 1 years of 4 funds since 2009 performance from low to high 46.17%,46.41%%,46.85% and 47.14% respectively, the overall difference is not large. Different from the active fund, the index fund from the stock-picking capacity and other aspects of the relatively difficult to distinguish, the guidance of investors is not too big, plus 8 of the fund has 4 new funds, compared more unrealistic. In this sense, it is not necessary to differentiate the 8 funds ' investment style and performance criteria too much. Lof Way to provide convenient trading opportunities Ka-shen Shanghai 300 and Peng Hua Shanghai and Shenzhen 300, but also the LOF Index fund, like the sale of shares in the two-level market to facilitate trading, and there is no transaction stamp duty. Through the exchange of LOF funds do not purchase redemption fees, transaction costs limited to trading commissions, one-way transaction costs up to 0.25%, the overall cost is lower. At the same time, investors can better grasp the timing of investment because they can buy and sell in stock trading hours. The LOF fund can be used as a long-term investment or as a wave-band operation, and as a speculative tool, a flexible tool that can be fully utilized. (to be continued) More than 1 years after the establishment of the Shanghai and Shenzhen 300 Index fund performance this year results since the relative benchmark since the establishment of benchmarks since the establishment of benchmark benchmark since the founding of the relative benchmark Guotai Shanghai 30046.41% 44.29% 2.12% -44.91%-41.67%-3.24% Grand Shenzhen 30046.85% 49.93%-3.08% 102.59%147.03%-44.44% ka real Shanghai 30047.14% 47.09% 0.06% 166.45%184.99%-18.54% Boshi 46.17% 47. 9%-0.92% 136.59%113.01%23.58% data source: Wind, Eastern Airlines finance
The content source of this page is from Internet, which doesn't represent Alibaba Cloud's opinion;
products and services mentioned on that page don't have any relationship with Alibaba Cloud. If the
content of the page makes you feel confusing, please write us an email, we will handle the problem
within 5 days after receiving your email.
If you find any instances of plagiarism from the community, please send an email to:
info-contact@alibabacloud.com
and provide relevant evidence. A staff member will contact you within 5 working days.