目   录

一、基金投资者须知······················································································· 1

二、关于了解基金·························································································· 3

1、基金的定义························································································ 3

2、基金的当事人····················································································· 4

3、基金的特点························································································ 5

4、基金与其它金融工具的区别································································ 6

5、基金的分类与风险收益特征································································ 7

6、决定基金业绩的主要因素··································································· 10

三、关于了解自己·························································································· 12   

四、关于了解市场·························································································· 14

1、偏向性特征························································································ 15

2、随机性特征························································································ 16

3、跳跃性特征························································································ 17

4、周期性特征························································································ 18

5、心理特征···························································································· 19

五、关于了解历史·························································································· 21

1、关于美国基金发展的历史··································································· 21

2、关于我国经济发展的历史··································································· 22

3、关于我国经济收益的历史··································································· 23

六、关于了解基金管理公司············································································ 26

1、基金管理公司的具体职责··································································· 26

2、基金管理公司的业务特征··································································· 27

3、基金管理公司对投资风险的控制························································· 27

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