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哪些客观因素能够影响基金投资回报呢?一是投资对象的特征。二是基金自身规模的大小。据此,基金行业可以分为行业基金、小盘基金、指数基金和大型基金。行业基金行业基金属于风格类投资的基金.它给了投资者更多的选择。如果投资人看好某类行业,但是没有时间和精力去仔细研究这个行业内的具体公司,那么投资人就可以直接去购买行业基金。直到2003年,我国才出现了第一只被明确定义的行业基金,这主要是基金产品创新的要求。行业基金第一次在基金契约中对所投资的行业范围进行了明确圈定,表现出对更加细分的投资理念的追求。表1为我国已发行的部分行业基金。
What objective factors can affect the fund’s return on investment? First, the characteristics of the investment object. Second, the size of the fund itself. Accordingly, the fund industry can be divided into industry funds, small cap funds, index funds and large funds. Industry Fund Industry Fund is a fund of style investment which gives investors more choices. If investors are optimistic about a certain type of industry, but do not have the time and energy to carefully study the specific companies in this industry, then investors can go directly to buy industry funds. It was not until 2003 that the first industry fund was clearly defined in our country, which was mainly the requirement of innovation of fund products. For the first time, the industry funds have clearly delineated the scope of the industries they invest in the fund contract, showing their pursuit of a more subdivided investment philosophy. Table 1 shows some of the industry funds that have been issued in China.