Overview of Xingquan Social Responsibility Hybrid Fund Xingquan Social Responsibility Hybrid Fund is a hybrid fund initiated and managed by Xingquan Fund Management Co., Ltd., which aims to provide investors with long-term stable returns and social responsibilities by investing in enterprises that meet the social responsibility concept and environmental protection standards. The Fund was established in February 20 10 and 10. Since its establishment, it has maintained a good performance and reputation, and is one of the first funds with the concept of socially responsible investment in China.
Investment Strategy of Xingquan Social Responsibility Hybrid Fund Xingquan Social Responsibility Hybrid Fund mainly invests in listed companies' stocks, convertible bonds, preferred stocks, bonds and other assets, focusing on environmental, social and governance factors. Enterprises invested by the fund must meet the requirements of environmental protection standards, social responsibility concept and good governance structure, and will also focus on investing in enterprises with growth and potential. Fund managers adopt the strategy of value investment and long-term investment, and through in-depth research and analysis of enterprise fundamentals, choose high-quality investment targets to obtain long-term investment returns in a steady way.
Performance of Xingquan Social Responsibility Hybrid Fund Since its establishment, Xingquan Social Responsibility Hybrid Fund has maintained a relatively stable performance. By the end of 20021,the cumulative net growth rate of the Fund had reached 135.34%, much higher than the Shanghai and Shenzhen 300 Index in the same period. At the same time, the Fund has also obtained high ratings in the evaluations of many rating agencies such as Morgan Stanley, China Securities Fund and Tianxiang Rating.
Risk warning of Xingquan social responsibility hybrid fund: investment funds are risky, and investors should invest cautiously according to their own risk tolerance. Xingquan Social Responsibility Mixed Fund mainly faces the following risks:
1. Market risk: The Fund invests in stocks, bonds and other assets, and market fluctuations will have a direct impact on the fund's net value.
2. Liquidity risk: the fund invests in different types of assets, such as stocks and bonds, and the liquidity of different assets is different, which may affect the redemption of the fund.
3. Management risk: the management ability and investment decision of the fund manager may affect the performance of the fund.
Investors should carefully read the fund contract, prospectus and other legal documents before buying Xingquan socially responsible hybrid fund, so as to understand the investment strategy and risk warning of the fund and make wise investment decisions.