Category: Money Tips Date: 2006-09-03
The Fund's mid-year report and annual review of the Fund in the past six months or a year of drifting ups, displaying the Fund's investment portfolio, accounting for the Fund's financial position. Have carefully read the help investors make informed decisions, the general should pay attention to the following.
Key financial indicators. Domestic Fund's mid-year report and annual reports under the main financial indicators, the disclosure of the Fund's earnings, net income, total assets, net, net growth rates and other data, and with the previous one to compare data for the period, most funds will be their performance with the corresponding standards of performance are compared. Concerned about the calculation of performance indicators should be combined with the length of the period, such as a year, 2 years, 3 years of net growth rate.
Fund managers report on the work. Fund managers report on the work on the one hand and the general investment fund managers to share their investment philosophy and investment decisions of the statement reflects the fund managers to investors the degree of respect; the other hand, is also the investor to determine fund investment style and fit their own investment needs an important basis.
The accounting report. The Fund's accounting reports, including balance sheet, operating results and net worth changes in the table. Investors should note that the fund operating results in the table fees paid under the fund managers, fund trustees fees fund expenses.
The fund portfolio. Fund's investment portfolio shows the end of the Fund's assets in equities, bonds and cash on the distribution of the ratio, but also revealed the distribution of equity investment industry. Investors from the Fund to hold the stock in the Schedules to understand what the fund holds substantial shares in the stock, for example, account for funds through the stock market value of net asset value of the data can be found, the fund is a large number of assets concentrated in a few a few stocks.
Reading newspaper and report just the starting point for evaluation of the fund. Investors cut can not stay here, can make use of third party analysis, to further examine the performance of funds and similar funds compared to the level of fees, as well as risk-adjusted returns and other factors.
What are the basic rights of bond holders?
Investment in bonds and other investment there are many differences, in order to avoid suffering unnecessary losses, bond investors have to understand what their basic rights.
First of all, bond holders have the power to obtain reward, when you hand hold the bonds to the bond itself indicate interest-bearing time, you have the right to interest paid on schedule.
2, the bond holders have the right to recover the principal amount of the bond since it is a credit and debt certificates, then the holders of bonds who is a creditor, and therefore entitled to comply with the requirements within the period agreed to recover the principal amount of the debtor, the debtor can not be delayed or denied.
3, the bond holders have the right to trade in general bonds are expressly provides time to market, when your hands to hold the bonds can be transferred to the Stock Exchange, when the transfer, the transfer of the amount depends on personal bond holders decision, as long as not inconsistent with the provisions of the transaction can be.
To bankruptcy, bondholders have the right to obtain their corresponding assets and liquidation of the order should be before shareholders, if you buy the "secured debt" and its right to give priority to liquidity. And "unsecured debt" is followed. But also note that in general the right to repayment of bonds, meaning the mortgage after the bank, and even the right to the repayment of bank loans in general are, until the repayment of bonds. Short-term dark horse waiting for you to take, immediately send the content YXYI move to 2.9116 million and China Unicom will be able to receive a response to the 9901600,30 seconds, tariffs only 0.30 yuan / articles (not monthly), or telephone consultation (toll-free hotline :028-87701100), Yinhua team of experts to be sincere service!
