investment objective
The Fund strives to overcome inflation and the interest rate of bank time deposits, mainly for small and medium-sized investors who take savings deposits as their main investment tools, pursuing long-term, sustained and stable appreciation of fund assets, striving to achieve attractive returns for investors and providing investors with tools for pension investment. As a bond fund, its long-term average risk and expected rate of return are lower than those of hybrid funds and equity funds, but higher than those of money market funds.
Investment Idea Fund adopts a prudent asset allocation strategy, mainly investing in fixed-income varieties, strictly managing the investment proportion of equity varieties, grasping relatively certain investment opportunities in the primary and secondary stock markets, and striving to achieve investment objectives on the basis of controlling the fluctuation of the fund's net asset value.
Scope of Investment The investment scope of the Fund is financial instruments with good liquidity, including treasury bonds, central bank bills, local government bonds, financial bonds, corporate bonds, short-term financing bonds, corporate bonds, convertible bonds (including separable convertible bonds), asset-backed securities, bond repurchase, bank deposits and other fixed-income varieties, and stocks (including small and medium-sized board, Growth Enterprise Market and other stocks approved by China Securities Regulatory Commission).
Investment Strategy Asset Allocation Strategy The Fund adopts a prudent asset allocation strategy, adopts a top-down approach to strategically and tactically allocate assets to fixed-income varieties and equity varieties, and improves the fund's income level on the basis of controlling the fluctuation of the fund's net asset value and pursuing stable income.
Trading of the Fund can only be carried out through over-the-counter subscription and redemption by banks or securities companies. In other words, you can purchase and redeem through the trading system, and there are also market displays, but there are still some differences between the delayed net value and the ETF fund with real-time market. The first transaction may be troublesome, but it will be similar in the future. You can consult the broker where the securities account is located for specific operations.
The return on performance in the past nine years has reached an astonishing 16 times, which has far exceeded the return on equity funds. This is caused by adding leverage. The specific operation does not need to be seen. After all, there is still a certain threshold for investment in on-site funds and bond funds.
Investors can read the prospectus of this fund in detail, which can be used as an important tool for the balance of shares and debts.