理财宝

首页 > 理财百科

理财百科

新发基金最差下跌多少?

2024-01-24 14:27:43 理财百科

New funds have experienced the worst decline in the past eight years, with a total of 24 funds established in May and a total issuance of 19.166 billion shares, according to data from Wind. Even in the recent low period of new fund development in March and April, there were still 108 and 84 newly established funds, with a total issuance of...

1. The worst performance of new funds in recent years

During the current low period of new fund development, the performance of newly established funds has been disappointing. In the past four years, the performance of new funds has reached its worst level. For example, in March, the net asset value of some funds dropped by 5.9%, and in 2018, there was a 16% decline. However, there were also periods of growth, such as a 39.27% increase in 2017 and a 94.1% return in 2019. This year, new energy industry funds have still achieved a return of 19.02%...

2. Factors affecting the decline of new funds

There are several factors that contribute to the decline of new funds. Firstly, the performance of the A-share market has a significant impact on the issuance of equity funds. Since the beginning of 2022, the A-share market has experienced a period of volatility, with the Shanghai Composite Index falling by 3.26% and the ChiNext Index... Secondly, the overall market sentiment also affects the demand for new funds. During market downturns, investors tend to be more cautious in investing, resulting in a decrease in subscription for new funds...

3. Strategies for investing in new funds

Investing in new funds requires a certain level of strategy and foresight. Here are some strategies to consider:

3.1. Evaluate the fund manager's track record

It is important to evaluate the fund manager's track record before investing in a new fund. This can help determine the manager's performance in different market conditions and their ability to generate returns. Look for fund managers who have consistently outperformed their benchmark index over a long period of time...

3.2. Consider the fund's investment objective

Each fund has a specific investment objective, such as growth, income, or a combination of both. Investors should consider their own investment goals and risk tolerance when choosing a new fund. For example, if an investor is looking for long-term growth, they may choose a fund that focuses on investing in high-growth sectors...

3.3. Diversify your investment

Diversifying your investment across different funds can help reduce risk and increase potential returns. Consider investing in a mix of equity funds, bond funds, and alternative investment funds to achieve diversification. This can help offset the volatility of individual funds and provide more stability to your investment portfolio...

In conclusion, new funds have experienced their worst decline in recent years, with a decrease in the number of newly established funds and a decline in their performance. The decline can be attributed to various factors, such as the performance of the A-share market and overall market sentiment. However, investors can still employ strategies to navigate the challenging market conditions and make informed investment decisions. Evaluating the fund manager's track record, considering the fund's investment objective, and diversifying investments are important strategies to consider when investing in new funds.