1, China Shipping Capital-Guaranteed Mixed Fund guarantees the principal security from the technical and institutional aspects. It adopts the classic CPPI strategy to protect the capital, and China Investment Guarantee Corporation provides the strength guarantee, which can better guarantee the investor's principal security in the fluctuating market.
CPPI (Fixed Proportion Portfolio Insurance Strategy) is an internationally accepted portfolio insurance strategy. It mainly adjusts and corrects the magnification of risky assets according to market fluctuations through quantitative analysis, so as to ensure that the value of the portfolio after a period of time is not lower than the predetermined target value, thus achieving the purpose of maintaining and increasing the value of the portfolio. Compared with other capital preservation strategies, the lower risk limit of CPPI capital preservation strategy is set at the beginning and remains unchanged. Therefore, when the total value of assets rises, we can pursue higher returns by increasing the proportion of risky assets, and better realize the goal of maintaining and increasing capital in the volatile market.
2. The allocation of China Shipping Capital Protection Fund is flexible, and the stock allocation ratio can reach up to 40%. When the market is in shock or downturn, the fund can be managed under the capital preservation mechanism. Once there are systemic opportunities in the market, you can allocate stock positions and seek higher returns.
3. China Shipping Capital Protection Fund has excellent fixed income team support and rich management experience in the field of fixed income investment. China Shipping's first bond product, China Shipping Steady Income Bond Fund, was established in April 2008. On June 20 1 1, it was awarded the three-year five-star rating of Morningstar Open-end Fund Common Bond Fund. Mr. Liu Jun, the proposed fund manager of China Shipping Capital Protection Fund, used to be a strategic analyst in the strategic research department of Shen Yin Wanguo Securities Research Institute Co., Ltd. and a senior project manager in the strategic cooperation and M&A department of Haitong Securities Co., Ltd., and joined China Shipping Fund in March 2007 as the product development director. 20 10 till now: fund manager of Ren Zhonghai stable income bond securities investment fund.