One of the market environment switching. The purpose of converting the Fund is to promote the improvement of the net funds to maximize return on investment fund. Typically, if the bearish stock market, investors may be high-risk stock funds converted into low-risk bond and money funds; the stock market to improve, investors may be bond funds or money into stock funds.
Second, as a fund management company with internal switches. Since the Fund conversion involves rates Ditiao Zheng, in order to help investors save switching costs, are large-scale strength will Fund Inc. are both introducing open-end fund Xianghuzhuanhuan Ye Wu, Erju conversion Feiyong to offer.
Third, in conjunction with their risk tolerance for fund switching. Investors to fund conversion process, but also their psychological adjustment and adaptation fund investment process, particularly in low-risk bond funds, currency funds to high-risk stock funds in the process of conversion, investors should take full account of their risk tolerance.
In fact, whenever a major change in the capital market is the best time for conversion of funds, but there is one thing to note is not to switch funds frequently, because every conversion of funds to pay the costs of frequent trading will increase costs, but too often convert The funds may result in loss of investment income.
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