Theme funds in the end what types_Operating fund the most important knowledge
In the fund investment, should be reasonably utilized according to their characteristics, the proportion of bull market science and technology can be relatively large, the proportion of the bear market pharmaceuticals, consumer proportion is larger, the shock of the market to choose the industry balanced allocation of mixed funds proportion is relatively good. Today I will share with you what types of theme funds in the end, just for your reference!
What types of theme funds are there in the end
Technology theme fund: investing in companies in the technology industry and technological innovation. Examples include artificial intelligence themed funds, cloud computing themed funds, and blockchain themed funds.
Environmental theme funds: invest in companies related to environmental protection and sustainable development. For example, new energy theme fund, clean technology theme fund, etc.
Healthcare theme funds: invest in companies in the healthcare sector, including pharmaceuticals, medical devices, etc. Examples include biotechnology theme funds, medical innovation theme funds, etc.
Consumer Theme Funds: invests in the consumer goods sector, including retail, food and beverage, etc. For example, consumer technology theme fund, e-commerce theme fund, etc.
Emerging Markets Theme Funds: invests in companies and economies in emerging market regions. Examples include Emerging Markets Technology Theme Fund, Emerging Markets Consumer Theme Fund, etc.
What is the most important knowledge to run a fund
Fund products and strategies: understanding different types of fund products, how they work and their investment strategies, including stock funds, bond funds, hybrid funds, etc.
Portfolio management: master the skills of portfolio construction and management, including asset allocation, industry distribution, stock selection, etc., in order to achieve the fund's investment objectives.
Risk Management: Understand and assess various types of risks in fund investment, including market risk, credit risk, liquidity risk, etc., and take corresponding risk control measures.
Performance analysis and monitoring: monitor and analyze the performance of the fund, including assessing the fund's return, risk indicators, relative benchmark performance, etc., and make adjustments and optimizations based on the analysis results.
Regulatory Compliance: Understand the regulatory requirements and supervisory provisions in the process of fund operation to ensure that fund management complies with relevant laws and regulations and protects the interests of investors.
Fund sales and investor services: Master the specialized knowledge of fund sales and investor services, including providing investment advice to investors, answering questions, and handling investor complaints.
Technology theme fund definition and meaning
Recently, semiconductor, chip continuous "screen" A shares, after rising, A shares semiconductor chip plate is basically the round lasted more than a year of pullback to complete the repair.
For the semiconductor plate soared, a number of brokerage analysis report pointed out that the demand side of the continued outbreak and domestic substitution urgent background, semiconductor plate growth certainty further increase, leading enterprises ushered in a major development opportunities, access to funds to focus on.
From the semiconductor sector investment opportunities, the Orient Fund Li Rui said, on the one hand, the global shortage of core conditions continue, the Japanese photoresist demand exceeds supply once again to enhance the semiconductor sector heat, domestic semiconductor companies are expected to be higher performance throughout the year. On the other hand, the recent market liquidity is relatively abundant, the level of interest rates fell to a low level, the market is relatively more preferential to higher growth plate.
In fact, the field of science and technology encompasses a wide range, not only related to our understanding of the Internet, cloud computing, electronic information, etc., but also includes this year's hot new energy vehicles, semiconductors and other subsectors.
So, the technology industry can be considered a "threshold" higher investment direction. It is difficult for the average investor to understand the technology industry. The technology industry not only has a lot of jargon, but also requires a lot of specialized knowledge, which makes it difficult for the average investor to judge whether a company is good or bad, or whether it has enough investment value.
The semiconductor sector tends to be more volatile, making it a better choice for the average person to invest in technology-themed funds.
In the view of You Guoliang, manager of the Great Wall Jiu Jia Innovation and Growth Fund, for a balanced fund, according to the time fixed investment can obtain the average rate of return; but for the volatility of the industry theme fund is particularly large, you should focus on the volatility of the situation, because the effect of starting to invest in a high position and starting to invest in the right position is very different.
Semiconductor plate volatility is particularly large, the so-called have timing means that it should be in it after a big drop to start fixed investment, and in the decline of the position to increase the amount of fixed investment, which is the volatility of particularly large biased industry fund investment key. Assuming an investor's holding period has exceeded 2 years or even longer, he or she can take a stop loss based on the target return. But if the focus on such products has started recently, excessively short-term stop-gain operations will have relatively large transaction costs.
Before investing in the fund, investors should correctly recognize their own risk appetite, understand their own risk tolerance, do not because of the fluctuation of assets and suffer, affecting life. At the same time, do not put eggs in a basket, investment and finance should be based on their own needs and risk tolerance for the portfolio allocation of assets.
Consumption theme fund advantages
And science and technology is different, the recent white wine and other consumer sectors in the round of rise after a sustained adjustment, but in the long run, the people's pursuit of a better life will not change, the domestic consumer industry to the breadth and depth of the ladder, the development trend of the diversified market will not change, in simple terms. Consumer long-term investment logic has not changed.
Generally speaking, the consumer industry has two advantages, thus becoming a rare good industry in the investment:
1. The overall demand for the consumer industry is stable and the total amount of growth.
The consumer industry is divided into essential consumer goods and optional consumer goods. Necessary consumer goods are represented by food and beverages, low- and medium-grade clothing, and general household products. It can be seen that essential consumer goods are goods with lower unit price, high consumption and frequent purchase, which are usually related to the living habits of consumer groups.
Typical optional consumer goods include housing, automobiles, furniture, and so on. The biggest difference between optional consumer goods and mandatory consumer goods is that these are big-ticket items with higher unit prices that are not repurchased for a significant period of time after purchase. And many optional consumer goods require loan support to purchase.
In general, demand for essential consumer goods is more stable than that for optional consumer goods, and less susceptible to economic and financial cycles. Still, overall, demand in the consumer sector is relatively stable and will continue to increase in the future as per capita income grows and the population grows.
2. The consumer goods industry requires less capital and R&D investment.
The heavy capital investment and R & D companies have two problems: one is a large amount of investment, capital recovery cycle is too long, and the scale is difficult to expand rapidly; the second is the R & D investment in the future with uncertainty, once in the future of the product development of the competition failed, the company is likely to go downhill.
For example, smart phones need to invest a lot of research and development costs, the speed of consumer updates is also very fast. If the next generation of phones is not to the liking of consumers, users will switch to other vendors.
In the consumer industry, the food and beverage track has been a concentration of bulls, although the recent liquor plate pullback, but fund managers pointed out that the current valuation of the first-line liquor is still reasonable, part of the leading companies in the four quarters of this year's performance will be sustained improvement and enhancement, and even the market can see its next year's growth point. And in the past two years, the sub-high-end liquor brands better enjoy the nationalization, after the rapid decline of local liquor brands, are these in the process of nationalization of a piece of the pie of the enterprise to go to fill, to get this market.
In summary, essential consumption is more stable, optional consumption is cyclical. Consumption track well-known fund managers are also many, such as Efonda Zhang Kun and Xiao Nan, Jingshun Fund Liu Yanchun, ICBC Fund Yuan Fang and so on. But the consumer industry is sought after, consumer funds are also rising. And many investors just see consumer funds to make money to buy funds, at this time in fact, has risen very high, or many people feel that the fund valuation is high, ready to sell, wait for the back to rise back and then buy, but miss the subsequent market. So consumption is more suitable for long-term investment.
Stock fund earnings what time to update
Because the stock fund net value update will generally be updated after the stock liquidation, and the stock liquidation time in the trading day 6:00 p.m. to 8:00 p.m., and so on the net value of the fund out of the calculation of the earnings, so the stock fund is the same day after 20:00, when the click to view, and then you can see that the fund is profitable. You can see of course the fund is making money, or losing money, you can also choose to see the next morning.
The stock fund is mainly invested in stock funds, so when investing in stock funds, pay attention to the fund's long position in the stock market, and choose the long position in the stock market has a prospect of the stock fund, because the stock fund only when the investment in the stock went up, the fund will go up, and if the investment in the stock went down, the fund will go down as well.
Additionally the risk of stock funds is great, investors must be careful when buying, if there is no ability to bear the risk, do not invest in stock funds.