Hybrid Open-end Fund Performance Factors And Countermeasures

The mixed type open-end fund is the stock fund and the bond fund unified body, it lies in with the traditional fund's difference, the bull market may increase the stock investment positively, the bear market may give up the stock investment completely. It is one kind of enters may attack, draws back may defend ' the financial investment product, its characteristic had decided it receives the general investor's favor. As a result in our country open-end fund's development only then short six year, the operational mechanism is not very perfect, therefore is also at the fumble stage about the mixed open-end fund's achievement influence research as well as the achievement promotion's discussion, thus are really also few about the specialized researcher in this aspect's elaboration, even if occasionally has the fragmentary discussion, is also not very systematic. This article is precisely carries on under such background studies as well as promotes the achievement countermeasure about the mixed open-end fund achievement influence the discussion.This article first obtains from the mixed open-end fund investment management process's each active link, to analyze the influence achievement the primary factor to include: In the security analysis the profession analysis and the company stock analysis are the financial analyses specially; Investment profolio construction proportion; To macro economic situation trend assurance, business negotiable securities opportunity; Buys and sells when the stock uses technical analysis; Company fundamental plane analysis; Domestic and foreign significant thunderbolt's occurrence; Achievements appraisal and achievement decomposition. Then discussion promotion mixed type open-end fund achievement countermeasure. Its countermeasure mainly has: Grasps the promotion to choose the stock ability the basic strokes, the optimization investment profolio, votes for business negotiable securities the opportunity, to each kind of risk factor's consideration, specially transfers mobile risk giving careful consideration to with the significant thunderbolt's occurrence to the Stock market and the bond market constitution impact and the influence guard, takes the achievement to comment buys the function which revises after the stage investment profolio. Finally through to three mixed open-end fund company near three year achievement's appraisal and the decomposition as well as the profession disposition's comparison, got to the root of year by year asks the source, the real diagnosis the influencing factor which front analyzed.