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美国封闭式基金的发展和对我国的启示 被引量:2

Enlightenment of U.S. Close-end Fund Developmentin
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摘要 不管是封闭式基金的哪种结局,都应该按照市场法规和基金持有人的意见来决定封闭式基金的命运。 The history of mutual fund development home and abroad manifests that open-end fund is the mainstream and trend in the fund industry. But where is the close-end fund heading for? In China, close-end fund still holds 72% of market share in spite of its fading predominance. We hope that the US close-end fund history review offered here will prove enlightening under the Chinese context
作者 顾娟 吕新艳
出处 《证券市场导报》 北大核心 2003年第10期12-15,共4页 Securities Market Herald
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参考文献7

  • 1Elroy D. and Carolina M.K.(2001),Closed-end Fund Discount and Performance Persistent, London Business School.
  • 2Global Themes 2002 of Fund,Lipper Research Study.
  • 3Donald Cassidy (2003),Recent History in the Creation and WindingDown of Closed-End Equity Funds,Lipper Fund Industry Insight Reports.
  • 4Brian Reid and Stafan Kemball(2003),Mutual Fund Industry Developments in 2002, Perspective,Vol 91, No. 1.
  • 5Dimson, Elroy and Carolina Minio-Kozerski(1999), Closed-End Funds: A Survey, Financial Markets,Institutions & Instruments 8(forthcoming).
  • 6Draper,Paul(1989),The Investment Trust Industry in the UK:An Empirical Analysis, Gower Press.
  • 7Lipper、ICI、MomingStar等网站及相关研究报告.

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