公募基金投资的基础模型、定性分析与实务

Basic model,qualitative analysis and practice of mutual funds investment

以股票类和债券类公募基金的投资为研究对象,首先介绍在投资中所使用的基础模型,其次分别对股票类基金和债券类基金进行分析,最后总结2020年A集团内各单位公募基金投资的整体表现并展望发展方向,认为应该强化对宏观和产业基本面的研究,以参与新发行基金的认购为主要投资方式,淡化择时,尽量避免频繁的和不必要的申购赎回操作,以最大化公募基金投资的收益。

This paper takes the investment of stock and bond mutual fund as the research object.Firstly,it introduces the basic model used in the investment.Secondly,it analyzes the stock fund and bond fund respectively.Finally,it summarizes the overall performance of public fund investment in group A in 2020 and looks forward to the development direction.It is suggested that the research on macro and industrial fundamentals should be strengthened,take participating in the subscription of lately issuance funds as the main investment mode,weaken timing and avoid frequent and unnecessary purchase and redemption operation as far as possible,so as to maximize the return of public fund investment.