文档介绍：我国开放式基金的业绩评价
摘要
在我国,开放式基金的发展历史虽然不长,但自开始发行以来,其规模不断地扩大,品种不断增加。开放式基金作为一种新型的投资工具,越来越受到投资者的青睐,所以对其投资业绩进行全面、客观的评价就显得尤为重要。本文首先回顾了我国开放式基金的发展历程和分类。然后通过基金单位净值、平均收益率、投资收益率指标对样本基金进行简单的业绩分析,得出开放式基金在市场中的表现,然后分析了2012年证券、债券市场对开放式基金业绩的影响。
最后,分别从基金业绩评价研究人员、投资者、管理者与监管部门四个角度,针对于我国开放式基金的发展与业绩评价的方法提出相关建议。
[关键词]开放式基金;业绩评价;平均收益率
Achievement Evaluation of Open-end Funds in China
ABSTRACT
Although open-end funds doesn’t have a long history in China, yet its scale is steadying expanding and variety increasingly adding since its publishment. open-end funds, as a new investment tool, is more and more increasingly preferred by investors. Therefore, prehensive and objective evaluation based on investment achievement proves to be pretty important. Firstly, the thesis reviews the development history and classification of open-end funds in China. Secondly, the author makes a simple analysis on the achievement of sample fund through three indexes— value per unit, average yield and investment yield. The results after the analysis is the performance of open-end funds in the fund market. Thirdly, the author exploits the effects of the security and bond markets on the achievement of open-end funds in 2012.
In the end, the paper provides relervent suggestions on the development and achievement evaluation of open-end funds from four perspectives: the researcher on fund achievement evaluation, the investor, th