E Fund's secure return bond A 1 10027 sets its own performance comparison benchmark? Three-year bank time deposit yield (after tax)+1.0%? To put it simply, it is in line with the investment goal, that is, to beat the bank deposit interest rate and add 1% income on this basis. At present, the three-year bank fixed deposit yield is about 2.75%, and adding 1% on this basis is exactly 3.75%.
As a secondary debt fund, E Fund allocates strategic and tactical assets of fixed-income varieties and equity varieties from top to bottom, and improves the income level of the fund on the basis of controlling the fluctuation of the fund's net asset value and pursuing stable income. The Fund's historical performance is excellent. The performance of 20 12 and 20 13 are in the middle and upper reaches of similar funds, especially 20 13. Despite the general downturn in the bond market, the Fund still achieved a positive return of 1.5%, and its net value increased by 23./kloc-0 this year.
E Fund's return with peace of mind focuses on the allocation of convertible bonds and corporate bonds, holding convertible bonds accounting for 67.70% of the fund's net asset value, and corporate bond assets accounting for 70.4 1% of the fund's net asset value. At the same time, through high proportion operation, it is more conducive to sharing the gains from the increase in convertible bond prices caused by the increase in stock prices. Generally speaking, E Fund's asset allocation ability is outstanding, and it has outstanding advantages in equity asset investment and individual bond selection. Investors are advised to buy.