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Thursday, March 31, 2011

Three step select the appropriate topic investment fund to solve the problem of selecting

early in the second half of last year “ 35 ” planning expected start, topic type of investment funds was intensive release, according to the statistics of guotai Junan securities, as of December 31, 2010 according to the currently industrial upgrading, consumer upgrades and technology upgrades “ theme ” named Fund has reached only about 20 of the total. But while some of these established long such funds, good historical performance had also been made, but different funds subject prospective ability to grasp different fund investors face topics also choose “ problems ”. For ordinary investors, how to single out the many investment products suitable for your own funds? Fi recommends the adoption of the following “ three-step ” select.

first step, the selected theme. Respect days a companion research report finds that economic transformation has been quietly happening in China, economic growth momentum is shifting. In this new environment, new trends, combination of China's economic development and transformation topic of long-term investment opportunities for emerging growth investment fund, will have a huge investment opportunities. , Consumer upgrades and technology upgrading of industrial structure upgrading driven the development of related industries, will create new economic growth points. Investment “ upgrades ” theme fit current economic development of the industry, and better able to grasp the &ldquo in the process of economic transition in China; topic driven ” investment opportunities. Hua an upgraded equity fund is focused on investment, industrial upgrading, consumer upgrades and technology upgrading in the next round of economic growth in China, such as logic is the key link of some of the industries and companies to help investors layouts the next ten years in advance.

the second step, the topics selected for investment strategies. Financial experts say only to investment strategies and the Chinese market the subject combination of characteristics, all-round grasp the theme investment opportunities, and selection and asset allocation, sector and stock the fusion of the investment management process from top to bottom, before it is more likely to be of people and closely tied to China's economic development topics into real gains on investors. Hua an upgraded theme unit-based, for example, the Fund's investment policy on the use of “ &rdquo from top to bottom; “ &rdquo from the bottom up; binding, combining qualitative and quantitative analysis of policy, and are mainly using the discounted cash flow model, earnings, and net rate models such as the financial model for company valuations. On the premise of valuation safety margins allow, more concerned about the persistence of company growth strategy to help investors share the investment income of China's economic structure in the process of transition.

the third step, select fund companies. Financial experts suggested that from the company's ownership structure is stable, internal management and control system is perfect, the wind Fund several aspects of performance if there is continuous assessment. It is learnt that the huaan Fund was established in June 1998, steady development since its establishment, product line construction complete, covering the major categories of Fund products.