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目 錄
一、基金投資者須知······················································································· 1
二、關(guān)于了解基金·························································································· 3
1、基金的定義························································································ 3
2、基金的當(dāng)事人····················································································· 4
3、基金的特點(diǎn)························································································ 5
4、基金與其它金融工具的區(qū)別································································ 6
5、基金的分類(lèi)與風(fēng)險(xiǎn)收益特征································································ 7
6、決定基金業(yè)績(jī)的主要因素··································································· 10
三、關(guān)于了解自己·························································································· 12
四、關(guān)于了解市場(chǎng)·························································································· 14
1、偏向性特征························································································ 15
2、隨機(jī)性特征························································································ 16
3、跳躍性特征························································································ 17
4、周期性特征························································································ 18
5、心理特征···························································································· 19
五、關(guān)于了解歷史·························································································· 21
1、關(guān)于美國(guó)基金發(fā)展的歷史··································································· 21
2、關(guān)于我國(guó)經(jīng)濟(jì)發(fā)展的歷史··································································· 22
3、關(guān)于我國(guó)經(jīng)濟(jì)收益的歷史··································································· 23
六、關(guān)于了解基金管理公司············································································ 26
1、基金管理公司的具體職責(zé)··································································· 26
2、基金管理公司的業(yè)務(wù)特征··································································· 27
3、基金管理公司對(duì)投資風(fēng)險(xiǎn)的控制························································· 27
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