晨星中国：普通投资者，如何读懂基金业绩比较基准

财闻2025-10-02

随着《推动公募基金高质量发展行动方案》在行业内逐步落地，基金业绩比较基准的约束性与指导性被提升至新高度。监管层明确要求，基金的业绩比较基准未来在确定产品定位、明晰投资策略、表征投资风格、衡量产品业绩、约束投资行为上要发挥重要的作用。那么对于普通投资者而言，如何读懂基金的业绩比较基准？晨星中国表示，第一步，通过基准判断基金是否匹配自身偏好。在选择基金前，先查看其基准构成：若基准以宽基指数为主，如...

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