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,*,单击此处编辑母版标题样式,单击此处编辑母版文本样式,第二级,第三级,第四级,第五级,单击此处编辑母版标题样式,单击此处编辑母版文本样式,第二级,第三级,第四级,第五级,*,Chapter 6 Mutual Fund,I.Open Questions,1.What is mutual fund?,2.Whats the role of an investment adviser?,3.How does a mutual funds Net Asset Value increase?,4.What are the advantages of mutual funds?,5.How to build a mutual fund portfolio?,II.Teaching Plan,This chapter will cover 3 hours.2 hours for the introduction of background information and explanations of terms and the texts.And the other 1 hour for discussion and practice.,III.Teaching Methods,Translation,of key sentences,Paraphrasing,of key words and expressions,Explanation,of new terms,Summarizing,of key passages,Discussion,of important issues,Questions and answers,:interaction between teachers and students,V.Special Terms,Net asset value,净资产价值,most commonly used in reference to mutual or closed-end funds,net asset value(NAV)measures the value of a funds assets,minus its liabilities.NAV is typically calculated on a per-share basis.,净资产价值通常与共同基金或封闭式基金相联系,净资产价值衡量基金资产的价值,减去其负债。资产净值通常在每股的基础上计算。,Public company,公开招股公司,a public company or publicly traded company is a limited liability company that offers its securities(stock/shares,bonds/loans,etc.)for sale to the general public.This is not to be confused with a Government-owned corporation which might be described as a publicly-owned company.,Index fund,指数基金,a collective investment scheme(usually a mutual fund or exchange-traded fund)that aims to replicate the movements of an index of a specific financial market,or a set of rules of ownership that are held constant,regardless of market conditions.,指数基金是集体投资计划(通常是一个共同基金或交易所买卖基金),旨在复制一个特定的金融市场指数的变动,或者一套不论市场条件的的所有权保持不变的规则。,资产配置基金是拥有几种不同类型的基金,通过调整投资组合的每个资产的比例,以平衡风险和收益。,债券基金是一种主要投资定息证劵的基金,目的是获得高收益而不是增长。,Portfolio,资产组合,the entire collection of investment belonging to an investor or held by a financial organization such as a bank,pension fund or investment trust.,Liquidity,流动性,the degree to which a business has ready cash or can find it by quickly selling its assets.,流动性指一家公司拥有现金及迅速出售资产变现的程度。,VI.Sentences,1.Everyone hates to have losses,and funds are no different.The good news is that these losses are subtracted from the funds capital gains before the money is distributed to shareholders.,每个人都不愿意有损失,基金也是一样。所幸的是,在分配给股东之前,资本所示可以抵减资本利得。,2.You can even schedule automatic investments into a fund from your bank account,or you can arrange automatic transfers from a fund to your bank account to meet expenses.,
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