Baoying Pan-Coastal Fund is a stock fund which mainly invests in the coastal areas of China. The fund aims to achieve long-term and stable capital appreciation by investing in high-quality enterprises in coastal areas. This paper will elaborate Baoying Oceanwide Fund from the aspects of investment strategy, risk control and performance.
The investment strategy of Baoying Pan-coastal Fund mainly includes two aspects: one is to focus on leading enterprises in coastal areas, such as ports, shipping, marine engineering and other fields; Second, through in-depth study of small and medium-sized enterprises with market value, tap potential stocks with high growth and valuation advantages. Based on this, the Fund pays attention to the combination of industry allocation and individual stock selection in portfolio construction, and strives to optimize the portfolio.
At the same time, Baoying Pan-Coast Fund also has certain measures in risk control. According to the macroeconomic situation and the development trend of the industry, the foundation dynamically adjusts the position and allocation ratio of the portfolio to cope with market fluctuations; Fund managers will choose high-quality enterprises with high margin of safety through industry research and individual stock analysis to reduce the risk of portfolio; The Fund will also adopt appropriate hedging strategies according to market conditions to reduce the impact of market risks on the Fund.
Overall, the performance of Baoying Pan-Coast Fund is acceptable. By the end of March of 20021,the cumulative net growth rate of the Fund since its establishment was 304.47%, which was much higher than the 186.35% of the Shanghai and Shenzhen 300 Index in the same period. Although the fund performance fluctuates, it still maintains good stability and growth as a whole. At the same time, the management fee of the fund is also reasonable, which is 1.5%. For long-term investors, Baoying Pan-Coast Fund is a worthwhile investment choice.
Generally speaking, Baoying Pan-Coastal Fund is a stock fund focusing on coastal areas. Its investment strategy pays attention to the combination of industry allocation and individual stock selection, and has certain measures in risk control. At present, the fund has good performance and reasonable management fees, which is an investment choice worthy of long-term investors' attention.