Stock boss fund management co., ltd.
Comprehensive evaluation: ★★★★★
Fund archives
Fund Name: Bosera Chartered Value Stock Securities Investment Fund
Fund abbreviation: boss franchise value
Fund code: 0500 10
Issue time: April 22, 2008 to May 23, 2008.
Raising scale: no less than 200 million copies.
Subscription rate: 0.5%- 1.2%
Redemption rate: 0-0.5%
Investment scope: stocks: 60%-95%.
Bonds: 0-35%
Cash or government bonds within one year ≥5%
Product review ★★★★★★★★★
Invest in three types of enterprises with barrier advantages: The investment goal of Bosera Franchise Value Fund is to share the continuous investment income brought by those enterprises with government barrier advantages, technical barrier advantages, market and brand barrier advantages in the process of rapid economic development in China.
The Fund implements a positive value investment strategy under risk management, that is, a multi-level compound investment strategy with selected stocks as the core. The specific investment strategies are as follows: in terms of asset allocation and portfolio management, financial engineering means and portfolio management technology are used to maintain portfolio liquidity; At the level of stock selection, according to the principle of value investment, individual stocks are selected from two stages: quality screening and value selection.
Rate level: the subscription rate, subscription rate and redemption rate of Bosera franchise value all adopt a ladder model, and the subscription rate and redemption rate decrease with the subscription amount and holding period. Management fee 1.5% (year) and custody fee 0.25% (year).
Fund manager ★★★★
Chen Liang, master. In March, 20001,he joined boss fund management co., ltd, and became boss yufu fund manager in August, 2003. Since August 2006, he has been transferred to the head of the quantitative investment group of the stock investment department and concurrently served as the fund manager of Boss Yufu Fund. Since March 2007, he has concurrently served as the fund manager of Yuze Fund. Since February 2008, he has served as the general manager of the stock investment department and the investment director of the quantity group, the fund manager of Boss Yufu Fund and the fund manager of Yuze Fund.
Fund company ★★★★★★★★★
Bosera Fund Company was established in July 1998, and it is one of the first five fund management companies in China. At present, its * * * manages three closed-end funds and 10 open-end funds, with a management scale of169.765 billion yuan, ranking second among all fund companies. According to the statistics of Galaxy Securities Fund Research Center, Bosera Fund ranked second in stock investment management ability in 2007.