Recently, another new fund under Bosera Fund will be listed. This is Bosera Ronghua Flexible Allocation Hybrid Fund. The characteristic of flexible allocation funds is flexible allocation strategy, so it is very important to understand its asset allocation strategy. So Bosera Ronghua Flexible Allocation

How about hybrid funds? How about Boshi Ronghua's flexible allocation of hybrid funds? Although there is no historical return data for new funds, we can learn about it from the funds managed by the fund manager and combine it with the risk-return characteristics and investment strategies of the fund.

Learn about this fund.

Risk characteristics: The fund is a hybrid fund. Theoretically, its expected risk and expected return levels are lower than stock funds and higher than bond funds and money market funds.

This fund is a flexible allocation type of mixed funds. Flexible allocation funds can adjust at any time according to market changes. Sometimes the proportion of stocks is higher, sometimes the proportion of bonds is higher, and sometimes more money market instruments can be invested.

Investment strategy: This fund will proactively and flexibly allocate stock assets based on domestic and foreign macroeconomic, monetary policy, capital market environment and other factors.

Specifically, the fund will determine the allocation ratio of stock assets based on the stock market valuation level and the changing trends in the profitability of listed companies.

In terms of stock allocation ratio, the stock allocation ratio is mainly determined based on the valuation level of the Shanghai and Shenzhen 300 Index. In terms of the selection of individual stocks, this fund will be based on the value investment concept, combined with quantitative and qualitative analysis, inspection and screening with comprehensive

Based on individual stocks with comparative advantages, the fund’s preliminary stock pool will be established.

Fund Manager: Mr. Wu Fengshu, CFA, master's degree candidate.

The funds he has managed as a fund manager include: from July 2011 to May 2013, he served as the fund manager of Huaan Core Preferred Stock Securities Investment Fund; from October 2012, he also served as the fund manager of Huaan Industry Rotating Stock Securities Investment Fund.

Manager; since February 2013, he has served as the fund manager of Huaan Small and Medium Cap Growth Equity Securities Investment Fund; since May 2013, he has also served as the fund manager of Huaan Capital Guaranteed Hybrid Securities Investment Fund; since May 7, 2020, he has served as Bo Shirong

Fund manager of a three-year closed operation with high returns and flexible allocation of hybrid securities investment funds.

The above is the information about Boshi Ronghua’s flexible allocation of hybrid funds. I hope it will be helpful to everyone.