How about Harvest Hong Kong Stock Advantage Hybrid Fund?
For a new fund, although there is no historical performance to show us, we can get a preliminary understanding from the perspectives of risk-return characteristics, investment strategy and fund manager.
1 Risk-return characteristics: This fund is a hybrid securities investment fund, and its expected return and expected risk level are higher than those of bond funds and money market funds, but lower than those of equity funds. The fund mainly invests in Hong Kong Stock Connect, with less market restrictions and greater potential fluctuations, so the risk-return ratio is higher than that of the mixed fund in the A-share market.
2 Investment strategy: The Fund adopts the stock selection strategy of "bottom-up" as the mainstay and "top-down" as the supplement to build its portfolio, focusing on companies with good industry development prospects and competitive advantages, and selecting industry companies with value advantages in combination with the macroeconomic situation and the trend of the middle industry.
From bottom to top, under the premise of reasonable and low price, the Fund selects companies with good industrial development prospects, competitive advantages compared with peers and high return on invested capital to obtain the compound interest capital return created by the company; At the same time, starting from the value concept and combining with the fundamental development trend of the industry, the Fund actively explores the "Davis Double-click" goal of "valuation advantage+marginal improvement", mainly seeking investment opportunities from two angles of profit marginal improvement and valuation expansion, striving to improve the margin of portfolio safety and upside space and avoid the value trap.
3 Fund Manager: Mr. Hu Yufei: Master, engaged in industry research in Haitong Securities Co., Ltd., harvest fund Management Co., Ltd., Guanfu (Beijing) Asset Management Co., Ltd. and Shangtou Morgan Fund Management Co., Ltd., and joined harvest fund Management Co., Ltd. from 2065438 to August 2007 to engage in stock research. 20 12 08 1 has been the fund manager of Harvest's core strength stock-based initiated securities investment fund.