A good management team is the foundation to ensure the stable and sustained growth of fund performance. Huaxia Fund is the first fund company to enter the "Top Ten", with profound qualifications, complete product lines and leading industries in scale. In the years of operation, Huaxia Fund has continuously improved the comprehensive strength of investment and research with years of experience, and its funds have achieved good returns in different periods. Since the beginning of this year, in the market turmoil, Huaxia partial stock fund products have achieved rich benefits for holders. At the same time, Huaxia also manages various types of funds, such as bond funds, money funds and ETFs, with excellent performance, which fully shows the strong comprehensive ability of Huaxia Fund.
Five-year fixed investment cycle, recommend Huaxia dividend fund.
In terms of operation style, the allocation of Huaxia dividend industry and the selection of individual stocks tend to be decentralized. From the perspective of industry configuration style, the industry covers a wide range, which well disperses structural risks; While dispersing the allocation of industries, Huaxia dividend relatively highlights the partial allocation of key industries.
Judging from the operation style of heavy stocks, the dividend share of China is scattered, and the concentration of heavy stocks is generally maintained at around 55%. In addition, flexible stock selection and active operation are also important features of Huaxia dividend in stock selection. The concentration of heavy stocks is low, and fund managers operate heavy stocks more frequently. Recently, the fund's new heavyweight stock market has performed well. Among them, Yunnan Aluminum Co., Ltd. and Kweichow Moutai Co., Ltd. have higher quarterly gains and higher contributions to excess performance, which shows the excellent stock selection ability of managers under the concept of balanced and decentralized stock risk management.
The scattered investment characteristics of fund industry and individual stocks can effectively reduce the liquidity risk of portfolio and improve the income stability of portfolio. From the comparison of income fluctuation of comparable 104 funds, the fluctuation level of Huaxia dividend is obviously lower than that of peers. This shows that managers attach great importance to the investment principle of risk control while balancing management. At the same time, the manager actively operates and selects individual stocks. On the basis of maintaining the high liquidity of the portfolio, he selected excellent stocks and optimized the portfolio through effective portfolio, active operation and diversified investment to ensure the stable excess return of the portfolio.
/kloc-Recommended fixed investment fund in 0/0: Huaan Manulife Fund.
Since the establishment of Hua 'an Fund Management Co., Ltd. (hereinafter referred to as "Hua 'an") in June, 1998, the company has managed two closed-end funds of Anxin and Anshun and only open-end funds of Hua 'an Manulife, Hua 'an You Xuan, Hua 'an Growth, Hua 'an Innovation, Hua 'an China A-share, Hua 'an Fuli, Hua 'an Bao Li and Hua 'an180TF8.
Huaan Manulife Fund was established in September 2006. After a year and a half of development, it has quickly become the flagship fund of Huaan with excellent net growth rate. In 2007, its yield was as high as 165.45438+0%, ranking ninth among open-end funds.
The unique investment concept of "putting eggs in a stronger basket" has been fully implemented in the investment decision of Huaan Manulife. The data shows that the industry configuration of Huaan Manulife's portfolio in the third quarter is relatively balanced. The six key industries with the largest positions are metals and nonmetals, transportation, finance and insurance, machinery, petrochemical, real estate and mining. The proportion of positions in the top three industries exceeds 30%, and the industry configuration is more concentrated. Blue-chip stocks with heavy positions have high certainty of performance growth and will perform well in the future 10.
15 fixed investment fund recommendation: Harvest 300 Index Fund.
Harvest fund was established in March of 1999 and is one of the earliest 10 fund management companies in China. In June 2005, Deutsche Asset Management Company invested in harvest fund, making Harvest the largest joint venture fund company in China. In July 2007, Harvest obtained QDII qualification and became the first Sino-foreign joint venture fund management company to obtain overseas investment management qualification.
Harvest 300 Fund is the only index fund under Harvest. Among the index funds, Harvest CSI 300 Fund invests in financial instruments with good liquidity, and the fund makes passive index investment to realize effective tracking of CSI 300 Index and seek to share the fruits of China's sustained economic development through the securities market. It can be said that the fund invests in the Shanghai and Shenzhen 300 index stocks through indexation investment, which is equivalent to putting the China stock market in one basket, and provides an effective investment tool for investors to share the fruits of China's economic growth.
As there are many constituent stocks in the CSI 300 Index, it basically covers other constituent stocks including SSE 50, SSE 180 and FTSE A50. The market value of the Shanghai and Shenzhen 300 Index is very representative. In the next few years, the large enterprises represented by CSI 300 will still maintain a pivotal position in China's national economy, and it is natural for social, capital and other resources to further concentrate on them. Therefore, the Shanghai and Shenzhen 300 index funds.
According to the past data, the performance of equity funds generally exceeds the market, while the level of index funds also exceeds that of equity funds.
Therefore, stock index futures greatly increased the value of Harvest CSI 300. After the stock index futures, Jiashi CSI 300 should have a better performance.