Southern Military Industry Mixed Fund 004224: Investing in Military Industry
Southern Military Industry Mixed Fund 004224 is a mixed fund with the theme of investing in military industry, and its investment scope covers military industry, high-end equipment manufacturing, aerospace, electronic information and other fields. What is the net value of the fund today? The following will be introduced in detail from five aspects.
I. Overview of the Fund
Southern Military Industry Mixed Fund 004224 was established on February 2, 20 13, with Zhang Qi and Chen Liming as fund managers. The investment goal of the fund is to maintain and increase the value for a long time and provide investors with stable income. The fund's investment strategy is to focus on value investment, combined with growth investment, and obtain long-term stable income in a safe and steady way. The risk level of the fund is relatively high.
Second, the investment strategy
The investment strategy of Southern Military Industry Mixed Fund 004224 focuses on value investment combined with growth investment. Value investment refers to the investment strategy of obtaining stable income by analyzing the fundamentals of enterprises and excavating high-quality enterprises with long-term low valuation. Growth investment refers to the investment strategy of analyzing the future growth potential of enterprises and excavating high-growth and high-quality enterprises in order to obtain higher than the average market income.
Third, the scope of investment
The investment scope of Southern Military Industry Mixed Fund 004224 mainly covers military industry, high-end equipment manufacturing, aerospace, electronic information and other fields. Military industry refers to products, technologies and services related to national defense security and military needs. High-end equipment manufacturing industry refers to the equipment manufacturing industry characterized by high technology. Aerospace refers to the civil and military aerospace industry. Electronic information refers to the information industry based on electronic technology.
Fourth, performance.
The performance of Southern Military Industry Mixed Fund 004224 has been in a relatively stable state. As of September 30th, 20021year, the accumulated net value of the Fund was 6.02 12 yuan, and the annualized rate of return since its establishment was 8.08%. Ranked fourth among similar funds. The annualized rate of return in recent three years, five years and ten years is 26.98%, 20.02% and 12.06% respectively.
Verb (abbreviation of verb) investment advice
The investment strategy of Southern Military Industry Mixed Fund 004224 is steady, with excellent performance and certain investment value. However, investors need to pay attention when choosing funds, because the investment style of funds is biased towards value investment and needs to be held for a long time. At the same time, because this is a high-risk fund, investors need to choose according to their risk tolerance.