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investment policy 的那段话往往就在investment objective 前后左右或者粘连 收集100个, 来自不同公司和不同类型的共同基金, 然后归纳, 其实LZ的问题我也没太看懂, 举个例子:Robeco High Yield Bonds Fund: To provide long term capital growth. The Sub-Fund invests internationally, mainly,
meaning at least two thirds of its total assets in bonds and similar debt instruments,
with a rating equal to the index rating of BBB+ or equivalent by one of the
recognised rating agencies or lower, or in fixed income securities with no rating but
of which it may be assumed that they would be classified under the aforementioned
ratings or their equivalents. The Sub-Fund may not invest more than 10% of its net
assets in equities or other participation rights, more than 25% of its net assets in
convertible bonds and more than one third of its net assets in money market
instruments.
Exchange traded and over-the-counter derivatives are permitted, including but not
limited to futures, options, swaps (including but not limited to interest rate swaps,
credit default swaps ("CDS"), index swaps and CDS basket swaps).
CDS basket swaps (such as iTraxx and IBOXX families of CDS basket swaps) are
basket swaps that reference a range of securities or derivative instruments. The subfund
may invest up to 100% of its net assets in CDS basket swaps and CDS as
protection buyer and seller1. The main advantages of CDS basket swaps are instant
exposure to a very diversified basket of credits with low bid and offer costs, and use
for example as credit hedge for an existing single name credit default swap or cash
bond.
Investors should consider that for investments in bond and other marketable debt
securities and debt instruments which are rated lower than "BBB+" or equivalent byone of the recognised rating agencies, the factors giving security to principal and
interest can be considered less than adequate over a great length of time.
The Sub-Fund may also use various derivative instruments for hedging and efficient
portfolio management purposes to the extent permitted by the investment restrictions
detailed in the Full Prospectus 大体总要谈一下资产配置, 怎么投资, 会使用什么衍生品工具, 但不理解LZ的这个论文题目怎么这么泛泛.....回答的可能都跑题了.....  | 
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发表于 2008-4-5 18:47:00
发表于 2008-4-6 08:18:00
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