Wanjia Fund Management Co., Ltd. strictly abides by the fund contract, operates in a transparent and standardized manner, aims at providing high-level financial services for the people, and pursues high professional standards in portfolio management, quantitative analysis and risk control, driven by differentiated services for different needs of investors.
Extended data:
With the approval of China Securities Regulatory Commission, a large-scale comprehensive securities company with a registered capital of 2.2 billion yuan was established by Laigang Group, CCB Investment, Jigang Group and Yankuang Group. It has 107 business branches in more than ten provinces and cities across the country, and manages more than 1000 billion yuan of customer assets.
Holding Zheng Lu Futures and other companies, mainly engaged in securities brokerage, self-management, underwriting (including lead underwriting), investment consulting (including financial consultants) and other businesses. It is the only provincial securities firm in Shandong Province.
The investment scope of the Fund is financial instruments with good liquidity, including stocks, bonds, cash, short-term financial instruments, asset-backed securities, warrants, laws and regulations or other financial instruments allowed by the China Securities Regulatory Commission.
Scope of investment: the proportion of the Fund's investment in bond assets (including convertible bonds) is not less than 80% of the Fund's assets, the proportion of investment in equity securities such as stocks is not more than 20% of the Fund's assets, and the cash or government bonds with maturity within one year are not less than 5% of the Fund's net asset value.
Performance benchmark: Xinhua Lehman China Composite Bond Index
Risk-return characteristics: The Fund is a bond fund, and its long-term average risk and expected return are lower than those of stock funds and hybrid funds, but higher than those of money market funds.