对我国系列基金发展业绩的实证分析金融学专业论文.docxVIP

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对我国系列基金发展业绩的实证分析金融学专业论文.docx

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对我国系列基金发展业绩的实证分析金融学专业论文

II Abstract Abstract Mutual funds have been prevailing investors in Chinese capital market. Series funds, an important form of mutual funds, has attracted attention. In this thesis, the author analyzes the history and actual state of series funds and then analyzes the performance of Chinese series funds. The first part of the article reviews the history of mutual funds and series funds and then analyzes the character and advantage of series funds. The series funds offers more choice of financial product that can meet the investor’s variety demand of venture and benefits. Then the author introduces the series funds in China and the fund companies that launch series funds and then analyze the overhead and conversion fee of the sub-funds. The second part introduces the theory and theoretical models by which we can analyze the outstanding achievement of series funds. The last part gives a statistical analysis of outstanding achievement of series funds in China. The statistical analysis shows that the benefits of the series funds that launched by venture Fund Company is superior to that of series funds that launched by national fund company. The benefits of most series funds are superior to that of the market, which provide just suspicions to the validity of the financial market in China. The series funds all have the capacity of choose security, but they have no capacity of selling securities in high price and buying in low price. Key words: Mutual fund; Series fund; Statistical analysis III 目录目录引言…………………………………………………………………………………………1 第1章系列基金的发展概述…………………………………………………………………2 1.1 系列基金发展的历史沿革……………………………………………………………2 1.1.1 证券投资基金的出现和发展…………………………………………………2 1.1.2 系列基金概念、起源和发展…………………………………………………2 1.2 我国系列基金的类别与特点………………………………………………………4 1.2.1 目前我国系列基金的主要类别………………………………………………4 1.2.2 系列基金的特点和优势………………………………………………………5 1.3 我国系列基金发展状况………………………………………………………………6 1.3.1 我国现存的系列基金综述……………………………………………………6 1.3.2 我国各系列基金的费率及转换率……………………………………………10 第 2 章基金业绩评价模型及指标体系……………………………………………………14 2.1