银河,基金报告.doc

银河,基金报告 证券投资基金研究报告 西南财经大学天府学院 2012 届 投资学基金研究报告 （投资研究报告） 小 组： 八仙过海 小组成员： 张宪 罗吕敏 王周磊陈思段张银所在班级：2012级本科金融8班 专 业： 金融投资 摘要 本次研究主题是投资组合的收益与风险，我们选取了汇添富民营活力这一基金，这只基金2010年上市，自上市以来基金净值不断创新高，截止2013年年底这一基金收益达到47.84%，该基金给投资者带来了丰厚的回报。因此本文主要以投资组合为主线，以汇添富民营活力为对象，从该基金的资产配置状况以及投资方式方法来分析该基金的投资策略以及组合的构建。本文主要分为五章，第一章主要讨论研究背景、思路以及方式方法。第二章主要介绍该基金的背景以及资产配置状况等。第三章则以投资组合为主线，利用模型和方法分析组合收益与风险。第四章我们选取了该基金所占比重最大的权重股进行分析，从而分析该基金的投资策略以及对股票行业的配置状况。第五章则是对全文的一个总结概况，将详细的阐述该基金的投资收益和对基金的概况。 关键词：投资组合，资产配置，基金，投资策略 Abstract The research subject is the income and risk of portfolio, we selected the universal private activity of the fund, the fund listed in 2010, since listing the net value of the fund innovative high, until the end of 2013 the income of the fund to 47.84%, the funds provide investors with to the huge returns. Therefore, this article mainly to investment combination as the main line, the universal private activity as the object, from the fund asset allocation and investment method to analyze the fund#39;s investment strategy and the combination of construction. This paper is divided into five chapters, the first chapter mainly discusses the background, ideas and methods. The second chapter mainly introduces the background of the fund and asset allocation. The third chapter based on the portfolio as the main line, using the analysis method and model of portfolio return and risk. In the fourth chapter, we select the largest proportion of the fund#39;s share of the shares, and then analyze the fund#39;s investment strategy and the configuration of the stock industry. The fifth chapter is a summary overview of the full text, will detail the fund#39;s investment income and the fund. 目录 摘要 .................................. ...................................... 3 一、导论..................................................................... 1 （一）、研究目的及意义 ................................................... 1 （二）、研究方法和内容 ....