Introduction is a long-term investment and financial management tool, mainly investing in domestic and foreign stock and bond markets, with the goal of pursuing long-term stable income. As a hybrid fund, the fund can not only get high returns in the stock market, but also reduce risks by investing in the bond market. The investment style of this fund is steady and the risk is controllable, which is suitable for individual and institutional investors who invest for a long time.
Investment strategy The investment strategy mainly includes the following aspects:
1. Prefer high-quality stocks. By analyzing the company's fundamentals and financial situation, the Fund selects high-quality stocks with good profitability and growth, and obtains long-term stable income.
2. Strictly control risks. The Fund strictly controls the volatility and risk level of the investment portfolio to ensure the stability and risk controllability of the Fund.
3. Flexible allocation of assets. According to the market situation and investor demand, the Fund flexibly adjusts the asset allocation ratio to obtain the best return on investment.
Since its establishment, its investment income has been stable. Wind data shows that as of June 30, 20021,the accumulated net value of the fund was 1. 1874 yuan, and the annualized rate of return since its establishment was 5.03%. At the same time, the Sharp ratio of the fund is 0.6 1, indicating that its risk-return ratio is stable.
Generally speaking, it is a long-term investment and financial management tool, which can realize steady asset appreciation for investors. When investing in this fund, investors should make choices according to their own risk tolerance and investment objectives in order to obtain the best return on investment.