Everyone has his own understanding of the net value of 51969 Fund. Xiao Bian will briefly summarize it for everyone today. I hope everyone can gain something. It is the happiest thing for Xiao Bian to help people in need. Friends who like it can collect this site. What is the 51969 Fund?
51969 Fund is a stock fund issued by southern fund Management Co., Ltd., which was established on July 18th, 212. The fund aims to maximize investment income by allocating assets in domestic stock market, bond market and money market for the purpose of medium and long-term investment. As of June 3, 221, the net asset value of 519,69 Fund was 6.825 billion yuan, and the net unit was 1.1395 yuan. What is the investment strategy of 51969 Fund?
51969 Fund's investment strategy is diversified asset allocation, based on stable investment style and strict risk control system, and by selecting high-quality corporate stocks, bonds and monetary instruments with good fundamentals and growth, long-term asset appreciation can be realized. Specifically, the fund's stock investment mainly includes large-cap blue-chip stocks and growth stocks, bond investment mainly includes government bonds, corporate bonds and local government bonds, and money market investment mainly includes short-term bills and deposits. How is the performance of the 51969 fund?
as of June 3, 221, the annualized rate of return of 51969 Fund since its establishment was 6.9%, which was better than the average level of similar funds. Among them, the yield of the fund in 22 is 16.51%, which is higher than that of the Shanghai Composite Index in the same period. Although the stock market has fluctuated greatly since 221 due to the epidemic situation in COVID-19 and the economic situation at home and abroad, the fund still achieved good returns in the case of poor overall market performance. How to choose a fund product that suits you?
there are many factors to consider when choosing the right fund product, including your own risk tolerance, investment objectives, investment period, etc. First of all, you need to know your own risk tolerance and evaluate it according to your age, income, family status and other factors. Secondly, you need to know your investment goals, whether it is short-term investment or long-term investment, whether to pursue steady income or high risk and high return. Finally, you need to consider the investment period and choose the investment period that suits you, so as to avoid the impact on income due to premature withdrawal or long holding. When choosing fund products, we also need to know the investment strategy of the fund, the performance of the fund manager, the cost of the fund and other factors in order to make wise investment decisions.