What about SDIC UBS Open Select Hybrid Fund?
To understand a new fund, we can start with the risk-return characteristics, investment strategy and past performance of the fund manager.
1 Risk-return characteristics: The Fund is a hybrid fund, and its expected risks and expected returns are higher than those of bond funds and money market funds, but lower than those of equity funds. If the fund invests in stocks listed in Hong Kong, it will bear the risk of exchange rate and overseas market.
2. Investment strategy: In terms of individual stock investment strategy, the Fund follows an open international perspective. With the gradual integration of China's capital market with the international capital market, after absorbing and introducing mature investment ideas and advanced management methods from foreign investors, the Fund chose investment targets in the A-share market and the Hong Kong stock market. By combining qualitative analysis with quantitative indicators, the Fund judges the company's core value and medium-and long-term growth ability, and constructs the investment portfolio of the Fund.
Specifically, the Fund invests in value growth based on long-term fundamental analysis, prefers leading industries in the national economy, and makes adjustments with changes in industrial structure. At the same time, it pays attention to the performance stability and sustainable development ability of listed companies, and chooses stocks that can provide long-term excess returns for investment.
3 Fund Manager: Mr. Zhou Qixian, China nationality, bachelor degree, joined SDIC UBS Fund Management Co., Ltd. in February 2020, and became the fund manager of SDIC UBS's reform and flexible allocation of hybrid securities investment funds on August 14, 2020. August, 2020 14 as fund manager of SDIC UBS, determined to reform and flexibly allocate hybrid securities investment funds.