收益型基金 的英文怎麼說
中文拼音 [shōuyìxíngjījīn]
收益型基金
英文
growth and income fund- 收 : Ⅰ動詞1 (把攤開的或分散的事物聚集、合攏) put away; take in 2 (收取) collect 3 (收割) harvest...
- 益 : Ⅰ名詞1 (好處) benefit; profit; advantage 2 (姓氏) a surname Ⅱ形容詞(有益的) beneficialⅢ動詞...
- 金 : Ⅰ名詞1 (金屬) metals 2 (錢) money 3 (古時金屬制的打擊樂器) ancient metal percussion instrum...
- 收益 : income; proceeds; profit; earnings; gains; avails; gainings
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Using the net assets per capital, the investment return rate, the t - m model, the h - m model, the single factor evaluating model which consists of the treynor index, the jensen index, the sharpe index and the square m index, we evaluate the performance of the twelve mutual funds. and we come to the following conclusions : ( 1 ) after the modification of the risk factor, our mutual funds in the recent one year outguess the market ; ( 2 ) better performance comes from the aid of the government, the improvement of the investment environment and the hard, smart work of the managers especially in the way of selecting some securities in the capital market. ( 3 ) though we make progress, there are still many problems which prevent the further development of our mutual funds such as the devise of the management fee and the characteristics of different funds, all of them divided into the subjective ones and the objective ones
通過使用投資基金單位凈資產和投資收益率指標、單因素整體績效評估模型,包括treynor指數、 jensen指數、 sharpe指數和業績的m ~ 2測度以及t - m 、 h - m模型對12隻樣本基金進行實證研究,實證研究表明: ( 1 )經過風險調整后,在最近的一年中,我國證券投資基金的業績總體上優於市場基準組合; ( 2 )基金業績的提高得益於管理層的重視、投資環境的改善和基金經理的經營,而基金經理的良好業績是通過一定的證券選擇來獲得的; ( 3 )已成為證券市場上舉足輕重力量的基金在發展過程中雖然取得了一定的成績但其進一步發展還面臨著許多問題,有主觀存在的諸如管理費率的設定、基金風格方面的問題等等,也有客觀存在的諸如證券市場現階段的不完善等等,所以,我們應該抓住《證券投資基金法》問世帶給基金業發展的契機,大力促進證券投資基金規范發展,採取各種措施做大、做優和做強基金業。As a new financial market tool, investment fund has such characteristics as expert financing, professional operation, risk dispersing, steady income, high liquidity
作為一種新型的投資工具,投資基金具有專家理財、專業操作、分散風險、收益穩定、流動性強等諸多特點。So this paper tries to solve these problems through the following work : first, we select some index to valuate the close - end funds, including income, stability, risk in falling, stocks selecting ability and tuning ability, based on overseas funds valuation methods and domestic market condition ; second, we analyze the stability of all index and form two styles index, which are f and other bad stability index ; then, we form the valuation system, including two - layers index, which are p and factor score ; last, we use this system to analyze the close - end funds which came into existence before 2000 and get the final comparative result. the main intention of this paper is to create the system of valuating close - end funds in our country, which is comprehensive and objective. in my valuation system involving the period from 2000 to 2003, the funds as a whole performs inferior to the stock index
首先,對國外理論界經典成型的、以及前沿的基金評價指標和評價方法進行了詳細的分析,並結合我國的基金市場狀況,選取了可以衡量基金收益、穩定性、下跌風險、股票選擇能力、時機選擇能力等量化指標;其次,根據我國基金分析的需要,採用了諸如基金交易價格、換手率等二級市場表現指標;然後,對這些指標進行了時間延續性分析,檢測這些指標在運用到我國基金市場時能否有效預測基金未來表現,從而形成了兩類指標:時間延續性很好的s _ p和時間延續性不好的其它所有指標;再次,在以上工作的基礎上形成了由兩個層面的指標構成的我國證券投資基金評價體系: s _ p和因子分析中綜合因子得分值;最後,選取了我國2000年1月1日前成立的23隻封閉式基金作為樣本,並同時採用上證a股與深成a股兩個基準組合進行了3年樣本期的實證分析,得出了最終的比較性評價結果。On the assumption that investment fund follows geometric brownian motion, the pricing model of a short - period insurance contract that is affected by its investment profit is established
摘要在投資基金價格遵循幾何布朗運動的假定下,對短期保險合同,建立了在投資收益影響下的保費定價模型。The dissertation summarizes the situation of some research on making profit of commercial bank treasury maximized and analyzes the reason that the profit of commercial bank treasury is so low. with following the three basic principles, namely profitability principle, safety principle and liquidity principle, the dissertation focus on analyzing the basic models of commercial bank management which are income model, safety model and liquidity risk model. meanwhile, one of the two decision models of commercial bank is taken in good consideration and it designs a model according to the two decision models. in the end, a profit maximization model of commercial bank treasury is proposed and the research achieves the aim of maximizing commercial bank profit when assuring the necessary liquidity and safety of commercial bank benefit
論文對國內外關于商業銀行資金收益最大化問題的研究狀況進行了綜述,就商業銀行收益不高的原因進行了剖析,且在遵循商業銀行經營的三大基本原則,即效益性原則、安全性原則和流動性原則的前提下,深入淺出的分析了商業銀行經營的基本模型,即收入模型、安全模型和流動風險模型,再結合我國商業銀行的兩種決策模式,著重對其中一種模式進行分析和設計,最後建成一種商業銀行資金收益最大化模型,從而實現了保證銀行資金必要的流動性和安全性的的同時使得銀行資金收益最大化的目標。Apt representatives will be speaking on the topic of " independent component analysis of hedge fund returns " at the forthcoming carisma " program trading techniques and financial models for hedge funds " seminar on 26 - 27th june in london
Apt代表將於6月26 - 27日在倫敦舉行的carisma 「程序交易技術和對沖基金的金融模型」的研討會上發表題為「對沖基金收益的獨立成份分析」的演講。Secondly in enterprise valuation cost method should proceed with book value of the financial statement, regard market value as adjusting orientation and reduce application range of cost method. when income method is adopted, four principles should be paid attention to : a : stage - by - stage income model should be used which is made by early stage income current value added by later stage income increase. b : net profit and net cash flow should be the majority of income volume
其次為:企業價值評估採用成本法應從財務報表的賬面價值入手、以市場價值為調整目標、減少成本法的應用范圍;採用收益法應以前期收益現值加後期收益額遞增的分階段收益模型,收益額以凈利潤、現金凈流量為主,收益預測以企業未來發展潛力分析為前提的銷售收入預測為主導,折現率堅持不低於無風險報酬率等四項原則,系數以回歸方程的測算為主;市場法中參照物企業選取應以同行業企業為基準、擴大數據來源,注重評估比率可靠性驗證、利用多種比率的配合等。Will tell commonly, stock fund or slant model fund income is higher, the risk is bigger also, quite " gentle " the person that balance product fits preference of general moderate venture gains more
一般來講,股票型基金或偏股型基金收益較高,風險也較大,比較「暖和」的平衡型產品就更適合一般的中等風險收益偏好的人。The fund below banner of limited company of management of fund of an ancient name for china was obtained 2006 relative to better outstanding achievement, hold water full the accrual since this year is in stock of a year fund 100 % above
2006年華夏基金治理有限公司旗下的基金都取得了相對較好的業績,成立滿一年的股票型基金今年以來的收益都在100 %以上。It will establish favorable basis for our country ' s 6th larger container - carrying vessel and has immense signification in the aspects of reducing capital cost, increasing capital benefit, making certain capital configration of enterprise with reason and controlling debte risk effectively
遵循從理論到實踐,又從實踐到理論,這一螺旋上升的發展規律,必定為對我國建造第六代大型集裝箱船舶打好良好基礎;對降低資合成本,提高資金收益,合理地確定企業的資金結構,有效地控制負債風險也有著不可估量的意義。On the premise of efficient markets hypothesis, investors of close - end funds can ’ t earn excess risk - adjusted returns according to capm
在有效市場的前提下,基金的收益滿足資本資產定價模型( capm )的假設,無法獲得超額收益。Third, the author analyzes the method on rate of return, method on risk - adjusted rate of return, multifactor models, market timing model, and point out applicable range and defect on methods of above all
再次,分析歸納了基金評價的收益率法、風險調整收益率法、多因素評價模型、基金的擇時選股模型,並明確了各種方法的適用性及缺陷。Firstly, the author evaluated the fund through the technology and tested it with examples. basted on the capital asset pricing model and the theory of portfolio, the paper used the ratio of profit according time to evaluate the profit ; used the a and 3 to evaluate the risk ; used the sp, tp, a p to evaluate the profit according to the risk ; used the ability of liquid and so on to evaluate the fund portfolio. otherwise, the author corrected the asset of fund according to the specialty of our country
技術面評價以證券投資組合理論和資本資產定價模型為基礎,運用時間加權收益率對基金收益進行評價;運用系數、系數對基金風險進行評價;運用夏普指數、特雷納指數、詹森指數、積極投資效率指數對基金進行收益和風險配比評價;運用基金平均市盈率、股票集中度、股票日換手率、基金流動性和基金平均漲幅對基金進行組合質量評價;並根據我國股市的特點對基金凈值進行修正計算,對基金實際價值進行評估。In the first chapter, we narrate the characteristic of convertible bond, give some clues about development and actuality of the market and its pricing theory ; in the second chapter, we introduce modeling idea and some material problems in the model in detail, draw the yield curve which is very important to the model by spline method ; in the third chapter, we first explain the basic idea and convergent speed of monte carlo method, then, give the mathematical description for financial market, prove equivalence of non - arbitrage market, existence of risk neutral probability measure in the market and the price process of underlying asset is a martingale ; in the forth section, we introduce how to simulate stock price path by monte carlo method in detail, based on foregoing result, we prove the path is a martingale, thereby, the model is logical
本文第一章先對可轉債的特點、市場發展和現狀及其定價理論的發展和現狀作一概述;第二章詳細介紹了建模思想和模型中的一些具體問題,利用spline方法繪出了在模型中具有重要作用的收益曲線;第三章首先敘述了montecarlo方法的基本思想和有關其收斂速度的一些性質,然後從數學的角度給出了對金融市場的描述,證明了市場無套利、市場存在風險中性概率測度及標的資產價格過程為鞅的等價性;在第四節中,對用montecarlo方法模擬的帶跳股價路徑作了詳細介紹,並利用前兩節的結論證明了模擬的帶跳股價路徑為一個鞅過程,從而保證了模型在理論上的合理性。So, to probe into this topic is very meaningful to the development of our financial planning industry and our financial market. the aim of this thesis lies in treating personal finance as a cash flow management process, and useing cash flow model to studey personal financial planning and cash matching theory to manage one ’ s personal finance
該行業在某些方面具有相當的理論基礎,如邊際消費傾向遞減、默頓-薩繆爾森連續時間金融模型等,但個人理財師在指導人們對個人進行風險和收益的權衡時更傾向于使用經驗規則。Stock - oriented open - end fund is mainly invested in the stock market. generally speaking, in the long run stocks investment will yield more than the bond investment and the investment in monetary market. it is popular among the investors because the specialized management and experience in investing
股票型開放式基金主要投資于各種股票,從長期來看,股票投資的收益高於債券投資和貨幣市場工具投資,由於其具有專業化的管理,成熟股票投資經驗等特點,越來越受到廣大投資者的歡迎。There are 3 main valuation models : income model, capital model and discount cash flow model
價值評估基本上有三種主要的估價模型:收益的模型;資產的模型與貼現現金流模型。After estimating the sample model through a fine array data of time and calculating 6 coefficient, this study achieves their single index model and appraises the investment return level of index fund
作者用周時間序列數據分別估計它們的樣本模型,並通過系數揭示各自相應的風險水平,得出了目前我國指數型基金的各自單一指數模型及其投資收益水平。This is good news for investors who want a new type of income - generating fund, but it also means that the proceeds from selling call options are subject to income tax, whereas before they were subject to capital gains tax
對于那些希望投資新的收益型基金的投資者來說,這是一條好消息,但它同時也意味著,出售買入期權獲得的收益需要繳納所得稅,而此前,它們需要繳納的是資本利得稅。I manage 3 some fund now is a debt balance fund, profit is quite sizable to me
現在我持有的3隻基金都是股債平衡型基金,收益對於我來說相當可觀。分享友人