Shangzhi Fengyuan (Beijing) Fund Sales Co., Ltd. was established in April 20 14. Is an independent fund sales company focusing on wealth management and personalized wealth services.

On May 20 16, Shangzhi Fengyuan obtained the securities and futures business license issued by China Securities Regulatory Commission, and its business scope was fund sales.

While providing customers with one-stop wealth management consulting services through online and offline platforms, the company also customizes personalized wealth management and asset allocation schemes for customers according to their different asset conditions, investment preferences, risk identification ability, risk tolerance and liquidity requirements. The products cover Public Offering of Fund and various trust asset management plans.

Extended data

Products mainly engaged by Shangzhi Fengyuan (Beijing) Fund Sales Co., Ltd.:

1, equity fund

With the entry into force of the new stock fund position regulation on August 8, 20 15, the so-called stock fund means that the stock position of the stock fund cannot be less than 80%. According to the types of stocks, stock funds can be divided into preferred stock funds and common stock funds. According to the diversification of fund investment, stock funds can be divided into ordinary stock funds and special funds. According to the purpose of fund investment, stock funds can be divided into capital appreciation funds, growth funds funds and income funds.

2. Monetary Fund

Monetary fund is an open-end fund that collects idle social funds, is operated by fund managers and kept by fund custodians. It specializes in investing in low-risk money market instruments, which is different from other types of open-end funds. It has the characteristics of high security, high liquidity, stable income and "quasi-savings".

3. Bond funds

Funds that specialize in investing in bonds, by pooling the funds of many investors, make portfolio investments in bonds and seek relatively stable returns. According to the classification standard of China Securities Regulatory Commission, bond funds refer to funds with more than 80% of fund assets invested in bonds. Bond funds can also put a small amount of money into the stock market. In addition, investing in convertible bonds and issuing new shares are also important channels for bond funds to obtain income.

4. Hybrid funds

In the portfolio, there are both growth stocks, income stocks and fixed-income investments such as bonds. The purpose of hybrid fund design is to let investors diversify their investments by choosing a fund type, without buying different styles of stock funds, bond funds and money market funds.

Capital university of economics and business Employment Guidance Center-Shangzhi Fengyuan (Beijing) Fund Sales Co., Ltd.

Shangzhi Fengyuan official website-products and services