| Summary: | 碩士 === 樹德科技大學 === 金融系碩士班 === 103 === This study aims at exploring the fund’s 4433 screening method and annual achievements through confirmation study method, making use of outer border funds, collected and sold within the country, with approval of the agency in charge or declared effective, evaluating their advantages and disadvantages and furthermore offering them for investors’ reference.
The 4433 method is based on experience and short-term (one year),mid-term (2-3 years), and long-term(5 years) achievements to judge a fund’s effectiveness. As for confirmation study, it uses 4433 method to select fund samples from the fund market. The selected fund samples shall be added, based on the annual compensation rate of each various type, and divided by its quantity (n) to obtain the average compensation rate of that type of fund, and analyze and explore the fund holding length of time, such as short-term, mid-term, and long term. Finally with the result of confirmation analysis, we come to the conclusion and suggestions of this study, and offer them as reference to outer border fund market investors for selecting their funds.
The empirical results excellent of rate of return on investment in the region are mostly funds relaxed area. Annual rate of return is the merit of the quantitative easing (referred to as QE) for the year. Capital of kinetic energy is really stock of kinetic energy. Now the end of six years of US monetary stimulus. In recent years, creating a high rate of return on Investment goods. Improve their economic growth trend. Fed in exchange for the normalization of monetary policy space. US interest rates are determined by the trend. When interest rates? How fast? Still a test of the US authorities. It affects the investment climate worldwide.
In addition to the United States. Major central banks still overweight monetary easing. Kinetic energy no shortage of global capital. The economy is expanding. Continue to support the performance of risky assets. The Bank of Japan without warning expand QE. China''s central bank cut interest rates several times and increase financial intermediation. The two governments sought apparent maintenance of stability and structural reforms in the economy continued commitment to take forward. The European Central Bank finally in March 2015 to open a printing press. Recent European stocks rebounded sharply indeed be motivated. Market investor confidence warmed. Next should be closely observed. In the policy to stimulate the European economy and corporate earnings growth if the substance. Investors may also be waiting in the wings to catch this train European QE funds Quotes.
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