Current location - Trademark Inquiry Complete Network - Tian Tian Fund - Qianhai open source, steady growth, three years mixed.
Qianhai open source, steady growth, three years mixed.
Qianhai was established in March 2020, 18, with the latest scale of 2.692 billion yuan in the third quarter. Qiu Jie, fund manager, 6.8 years of fund investment experience. On March 18, 2020, it officially accepted the management of Qianhai Open Source Hybrid Fund and achieved steady growth for three years. The return rate during the term of office is -2.30%, ranking 3 1 17 among 3 138 funds of the same kind. At present, Qiu Jie manages 8 Class A and Class C products, with a total management scale of 5,226,543.8 million yuan and an average annual yield of 65.438+02.06%.

1. Combining qualitative and quantitative factors+considering entrepreneurship and other factors, we choose high-quality A shares and Hong Kong stocks as investment targets, and strive to provide investors with long-term and stable investment returns higher than the performance benchmark through active investment management while maintaining asset liquidity. The proportion of the fund's investment portfolio is: the proportion of stock assets to fund assets is 60-95% (the proportion of stocks invested in the underlying Hong Kong stocks does not exceed 50% of stock assets).

2. The investment strategies of the Fund mainly include: generalized asset allocation strategy, stock investment strategy, depositary receipt investment strategy, bond investment strategy, asset-backed securities investment strategy, stock index futures investment strategy and treasury bond futures investment strategy. Among them, the stock investment strategy is to select stocks with stable operation, good fundamentals, stable growth potential, reasonable comprehensive advantages or underestimated through quantitative and qualitative analysis on the basis of in-depth basic research on individual stocks to build a stock portfolio. Stock investment strategies include qualitative analysis and quantitative analysis. Qualitative analysis, the Fund will make a qualitative judgment on the investment attractiveness of listed companies by analyzing the management mode, governance structure and management team, core competitive advantages, development strategy and implementation, corporate financial status and other factors, combined with the industry development prospects, industry competition pattern and evolution trend of listed companies. In the aspect of quantitative analysis, combined with the growth index, management quality index, profitability index and valuation index of listed companies, the high-quality stocks with good growth potential and valuation advantage are screened out.

3. The Fund will comprehensively evaluate the growth potential and valuation level of listed companies by combining qualitative analysis and quantitative analysis, taking into account factors such as entrepreneurship, corporate governance, core competitive advantages, obstacles, industry status, past performance, etc., and select stocks with sustainable growth potential and reasonable or underestimated valuation to form a stock portfolio, and make dynamic adjustments according to factors such as enterprise operating conditions and valuation. In addition, the fund can invest in the Hong Kong stock market through the trading link between the mainland and the Hong Kong stock market without using the qualified domestic institutional investor (QDII) quota for overseas investment. Add Hong Kong stocks with stable fundamentals, stable growth potential, reasonable valuation or low valuation to the Fund's stock portfolio.