보고서 설명

1997년 외환위기로 인하여 IMF에 구제 금융을 요청하면서 어수선하고 어려웠던 당시의 시대적인 상황. 은행도 망한다는 기존의 상식의 파괴를 겪으면서 이제는 은행의 정기예금이나 적금보다는 ‘투자’라는 매매를 통한 재산 증식을 해야 한다고 2000년대 초반까지 떠들었던 얘기다. IMF외환위기 이후 갑작스런 퇴직으로 인한 실업률 급증과 안전 자산에 대한 불안감이 상존하면서 단순 이자율에 의지하는 ‘저축’보다는 차라리 ‘투자’라는 표현의 수익 창출에 대해서 많은 사람들이 관심을 가지는 계기가 되었다. 

본문일부 및 목차

차 례

제 1장 서 론
제1절 연구의 배경과 목적··························································1

제2장 본 론
제1절 펀드의 개념과 종류··························································2
1. 펀드의 개념·····································································2
2. 펀드의 종류·····································································2
3. 펀드의 유형·····································································5
제2절 펀드 투자 전략·······························································7
1. 좋은 펀드 고르는 방법························································7
2. 투자스타일에 맞는 펀드 선택 노하우·······································9
3. 펀드의 가입과 관리, 환매····················································10
4. 펀드투자(주식형)와 다른 투자대안의 비교································13
제3절 펀드 뭐 별거 있나요·······················································14
1. 기본적으로 알아두어야 할 사항············································14
2. 펀드 가입 전 체크할 사항···················································15
3. 펀드 선택 시 유의 할 점····················································17
4. 펀드 용어 쉽게 이해하기····················································18
5. 펀드의 장단점·································································20
6. 펀드 운용 성과································································21
7. 펀드투자에 대한 일반적인 오해들··········································22

제4절 해외펀드 ····································································24
1. 해외펀드란 ···································································24
2. 해외펀드의 분류 ·····························································24
3. 해외펀드의 수익구조 ························································26
4. 해외펀드의 RISK ····························································27
5. 세금 관련 내용 ·······························································30
6. 해외펀드 유의사항 ···························································31
7. 해외펀드 투자의 필요성 및 투자결정 프로세스 ·························34

제3장 결 론 ··········································································35

부록 ····················································································41

연관검색어

#펀드 주식형펀드 해외펀드

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