Current location - Trademark Inquiry Complete Network - Tian Tian Fund - How to deal with the strategic placement fund after the closed period? Can the strategic placement fund continue to be held?
How to deal with the strategic placement fund after the closed period? Can the strategic placement fund continue to be held?
Six strategic placing funds were collectively renamed as LOF funds. LOF funds can be redeemed off-site and traded on-site, and the portfolio restrictions of each fund have also changed. The previous six funds were all flexible allocation funds, and the stock positions were highly flexible. After the transformation, except for the strategic allocation of E Fund, which is positioned as a partial stock fund (60%-95% of stock positions), the others are 30%-95%. Specific performance, but also need to wait for the operation, see the third quarterly report, or the fourth quarterly report and so on.

In addition, except Huaxia Strategic Placement Fund, other funds can invest in Hong Kong Stock Connect, and the share of Hong Kong Stock Connect does not exceed 50% of stock assets. Because the portfolio has changed, the performance benchmark is naturally different from before.

Then there is the fund manager. For active funds, the fund manager is the soul of a fund. From the point of view, there is no news of the change of these fund managers. Most of these six strategic placement funds are managed by two or more fund managers, including many star fund managers. For example, the fund manager of Huitianfu strategic placement fund is Yang _, the fund manager of Jiashi strategic placement fund is, the fund manager of Southern strategic placement fund is, and the fund manager of Yifangda strategic placement fund is, and so on.

If you agree with the post-transformation portfolio restriction or are willing to trust the fund manager, you can continue to hold it. On the other hand, if you don't recognize them, or you are more optimistic about a fund manager, you know exactly what you want, and you can of course choose to redeem them.

It should be noted that before the formal transformation, these six strategic placing funds set up a transition period, from July 5 to August 2, during which the original holders can redeem if they want to, and they can continue to hold if they want to, but they cannot purchase funds during the transition period.