: the first choice for steady investment
With the rapid development of social economy, people's demand for investment and financial management is increasing. Among many investment products, funds, as a relatively stable investment method, are favored by investors. As a hybrid fund owned by southern fund, it has always been concerned by the market. This paper will comprehensively interpret the concept, basic situation and investment strategy of the fund for readers, so as to help investors better grasp investment opportunities.
First, the concept of funds
Fund refers to the fund pool formed by fund managers raising funds from different investors according to certain investment objectives and strategies. A securities investment tool that takes the purchase of securities, bonds, money market instruments and other investment products as the main investment target and realizes asset appreciation for investors through diversified investment. The fund is characterized by diversified investment, professional management, strong liquidity, high transparency and controllable risks.
Second, the basic situation
Southern fund is a mixed fund, which was established on July 8, 20 1 1. The fund size of this fund is about 4.469 billion yuan, and the fund manager is Zhang Lei. As of July, 20021year 14, the unit net value of this fund was 2.4340 yuan. The fund's investment strategy is to take value investment as the core, taking into account factors such as growth and periodicity, and realize long-term and stable asset appreciation.
Third, the investment strategy
Our investment strategy is to take value investment as the core, taking into account factors such as growth and periodicity, and realize long-term and stable asset appreciation. Specifically, the fund mainly invests in stocks, funds, bonds and other securities, of which stocks account for 60%~95% and bonds account for 5%~40%. The fund's investment portfolio is mainly distributed in the media, non-bank finance, non-ferrous metals, real estate and other sectors.
It is worth mentioning that Zhang Lei, our fund manager, has rich investment experience and professional investment ability. During his management of the fund, he always adhered to the principle of value investment and long-term investment, constantly optimized the investment portfolio, and created a steady return on investment for investors.
Fourth, advantages
1. Steady investment strategy
Our investment strategy takes value investment as the core, taking into account growth, periodicity and other factors to achieve long-term and stable asset appreciation. Zhang Lei, the fund manager, has rich investment experience and professional investment ability, and can flexibly adjust the investment portfolio when the market fluctuates greatly to ensure the stability of the fund.
2. Advantages of diversified investment
Diversified investment of funds can effectively reduce investment risks and avoid losses caused by the risks of a single stock or bond. Mainly invest in stocks, funds, bonds and other securities, and the portfolio is distributed in multiple sectors, which can effectively reduce investment risks.
3. High transparency
The transparency of the fund is high, and investors can check the net value and positions of the fund at any time to understand the operation of the fund. The net value of the fund is published transparently, and the fund manager will also publish the investment report of the fund regularly, so that investors can better understand the operation of the fund.
4. Strong liquidity
The fund is highly liquid, and investors can purchase and redeem it at any time, which is convenient and quick. The redemption rate is low, and investors can redeem it at any time according to their own needs.
Five,
As a hybrid fund owned by southern fund, it has the characteristics of steady investment strategy, diversified investment advantages, high transparency and strong liquidity, and is the first choice for investors to make steady investment. When choosing this fund, investors should rationally allocate assets, seize investment opportunities and realize asset appreciation according to their own risk preferences and investment needs.