What about Huatai Bairui's growth wisdom selection?
For a new fund, it is very important to know the past performance of the fund manager. In addition, we also need to understand the characteristics of risk and return and investment strategies.
1 Risk-return characteristics: The Fund is a hybrid fund, and its expected risks and expected returns are higher than those of money market funds and bond funds, but lower than those of equity funds. The Fund can invest in Hong Kong listed stocks, and bear general investment risks such as market fluctuation risks similar to those of domestic securities investment funds, as well as special investment risks such as exchange rate risks and Hong Kong market risks faced by overseas securities market investments.
2 investment strategy:
On the basis of macroeconomic analysis, combined with the situation of policies and market funds, the Fund allocates various assets at different stages of the economic cycle according to different market performance, grasps the investment opportunities of various assets, and ensures the sustainability of overall investment performance.
In the selection of A-shares, the Fund adopts a combination of qualitative analysis and quantitative analysis, and through in-depth study of stock selection indicators and company fundamentals, selects stocks with excellent texture and outstanding growth to build a portfolio, reasonably controls the risk exposure of the portfolio, and maximizes the income while controlling risks.
In the selection of Hong Kong stocks, we will focus on investing in listed companies whose main business has high growth and competitive advantages in the industry, with stable and sustainable core business model and good financial status.
3 Fund Manager: Mr. Niu Yong, Master of Economics (Financial Risk Manager) of FRM Fudan University.
As a fund manager, the funds managed are:
From July 20, 2009 to August 0, 2009, he served as assistant fund manager of Hua 'an MSCI China A-share Index Enhancement Fund.
From June 20 10 to June 20 12, he was the fund manager of SSE 180ETF.
On September 20 10, he concurrently served as the fund manager of Hua' an MSCI China A-share index enhancement fund.
20 10 1 1 acted as the fund manager of the leading ETF and its linked funds in Shanghai Stock Exchange.
From June, 20 12 to May, 20 15, he served as the fund manager of Huaan CSI 300 Index Graded Fund.