Knowledge List
101:什么是基金 | |
集腋成裘 专家理财 | 31/07/2007 |
|
|
基金有几种类型 | 31/07/2007 |
|
|
澄清认识误区 | 31/07/2007 |
|
102:几种基金类型 | |
什么是指数型基金 | 31/07/2007 |
|
|
什么是债券型基金 | 31/07/2007 |
|
|
什么是交易所交易基金 | 31/07/2007 |
|
|
什么是保本基金 | 31/07/2007 |
|
|
什么是“基金的基金” | 31/07/2007 |
|
103:什么是基金的单位净值? | |
什么是基金的单位净值 | 01/08/2007 |
|
|
基金净值与股票价格的区别 | 01/08/2007 |
|
104:如何计算基金的总回报率 | |
何为基金的资产净值 | 01/08/2007 |
|
|
单位基金资产净值 | 01/08/2007 |
|
|
关于基金分红 | 01/08/2007 |
|
|
基金的回报率计算公式 | 01/08/2007 |
|
201:购买基金前五问 | |
概述 | 02/08/2007 |
|
|
基金过往的表现如何 | 02/08/2007 |
|
|
基金过往的风险有多高 | 02/08/2007 |
|
|
基金投资于什么范围 | 02/08/2007 |
|
|
基金由谁管理 | 02/08/2007 |
|
|
购买基金的成本是多少 | 02/08/2007 |
|
202:关注你的风险承受能力 | |
概述 | 02/08/2007 |
|
|
影响风险的要素 | 02/08/2007 |
|
|
你能承受多大的短期波动 | 02/08/2007 |
|
203:如何衡量基金的过往风险 | |
标准差 | 02/08/2007 |
|
|
β系数 | 02/08/2007 |
|
|
R平方 | 02/08/2007 |
|
204:如何选择业绩评级基准 | |
概述 | 02/08/2007 |
|
|
绝对指标作业绩基准 | 02/08/2007 |
|
|
指数作业绩基准 | 02/08/2007 |
|
|
同类基金作业绩基准 | 02/08/2007 |
|
205:为什么要关注基金经理 | |
基金的管理方式 | 02/08/2007 |
|
|
受基金经理变更影响较小的基金类型 | 02/08/2007 |
|
206:你了解基金的费用吗 | |
概述 | 02/08/2007 |
|
|
一次性费用 | 02/08/2007 |
|
|
年度运作费用 | 02/08/2007 |
|
|
其它费用 | 02/08/2007 |
|
207:如何选择新基金 | |
简介 | 02/08/2007 |
|
|
基金经理是否有基金管理的经验 | 02/08/2007 |
|
|
基金公司旗下其它基金的业绩如何 | 02/08/2007 |
|
|
基金经理的投资理念是否与投资组合吻合 | 02/08/2007 |
|
|
基金的费用是多少 | 02/08/2007 |
|
|
基金公司是否注重投资人利益 | 02/08/2007 |
|
301:如何构建您的基金组合 | |
确定投资目标 | 02/08/2007 |
|
|
制定核心组合 | 02/08/2007 |
|
|
非核心组合的基金 | 02/08/2007 |
|
|
基金数目并不重要 | 02/08/2007 |
|
302:基金组合应避开的八个误区 | |
没有确定的投资目标 | 02/08/2007 |
|
|
没有核心组合 | 02/08/2007 |
|
|
非核心投资过多 | 02/08/2007 |
|
|
组合“失衡” | 02/08/2007 |
|
|
基金数目太多 | 02/08/2007 |
|
|
同类基金选择失当 | 02/08/2007 |
|
|
费用水平过高 | 06/08/2007 |
|
|
没有确定卖出的标准 | 02/08/2007 |
|
303:检查投资组合的步骤 | |
概述 | 02/08/2007 |
|
|
确认目前组合的资产配置情况与你的投资目标相符 | 02/08/2007 |
|
|
透视您的投资组合 | 02/08/2007 |
|
|
检查您具体的投资品种 | 02/08/2007 |
|
|
检查投资品种的相对业绩表现 | 02/08/2007 |
|
304:组合调整的注意事项 | |
不要在短时间内做大幅度的调整 | 02/08/2007 |
|
|
注意调整技巧,减少不必要的成本 | 02/08/2007 |
|
|
挑选品质不佳的品种卖出 | 02/08/2007 |
|
|
精选优质的替代品种 | 02/08/2007 |
|
Disclaimer and Important Notes:
- Wealth Management Products are not deposits and have investment risks, and customers should be cautious in making any investment.
- The relevant information and data displayed in the pages are for reference only and are those of the offshore funds, invested by QDII product-overseas fund series issued by DBS China, as well as of the onshore funds distributed by DBS China (as the case may be). Unless otherwise specified, all content in the webpages is provided by Morningstar Shenzhen Ltd (“Morningstar”), and it is possible to be modified without any notice. Some information provided by Morningstar to the pages may differ from the original data due to technical or operational reasons. DBS Bank (China) Limited (“DBS China”) has not verified, monitored or endorsed any content on any page and will not give any guarantee or warranty of whatsoever nature in respect of the correctness, completeness, or timeliness of any content on any page.
- Nothing on this page shall constitute an offer or invitation or solicitation to subscribe any product or fund or to enter into any transaction. The content on this page does not have regard to the specific investment objectives, financial situation or particular needs of any specific person and is not intended to provide, and should not be relied upon for accounting, legal or tax advice, or investment recommendations and is not to be taken in substitution for the exercise of judgment by the reader, who should obtain separate legal or financial advice. DBS China does not act as an adviser or assume any fiduciary responsibility or liability for any consequences financial or otherwise.
- Investment involves risks and the risk of loss from investment can be substantial. Opinions and estimates are subject to change without notice. Any past performance, projection, forecast or simulation of results is not necessarily indicative of the future or likely performance of any investment. Before entering into any transaction or making a commitment to purchase any product mentioned on this page, the reader should take steps to ensure that the reader understands the transaction and has made an independent assessment of the appropriateness of the transaction in the light of the reader’s own objectives and circumstances. In particular, the reader should read all relevant documentation pertaining to the product (including but not limited to product offering documents, term sheets, prospectuses or other similar or equivalent offer or issue documents, as the case may be) and may wish to seek advice from a financial or other professional adviser or make such independent investigations as the reader considers necessary or appropriate for such purposes. If the reader chooses not to do so, the reader should consider carefully whether any product mentioned in the webpages is suitable for him. DBS China shall not assume any liability for any loss or damage (whether direct or indirect) of any person arising out of or in connection with any error, omission, delay and/or reliance on any content of any page.