Southern Fund’s third pension fund, Southern Anyi Pension Hybrid Fund (003476), will be issued from November 14th to December 9th.

It is reported that the fund innovatively introduces the concept of enterprise annuity investment and continuously explores new ways for public funds to serve personal pensions.

At the same time, "optimized CPPI strategy + profit locking mechanism" will also be used to pursue absolute returns, bringing a tool for asset allocation to investors.

It is understood that Southern Anyi Pension Fund aims to pursue absolute returns and pays attention to the balance of asset safety and profitability.

The fund will constitute low-risk assets with no less than 70% of bonds and other fixed-income assets, and obtain the largest possible safety cushion by implementing active bond investment strategies and other means; it will use no more than 30% of stocks and other equity assets to gain

Higher investment returns in the market, achieving sustained and steady appreciation of fund assets, and providing investors with stable retirement financial management tools.

The fund's investment ratio of "30-70 stocks and bonds" is basically the same as the equity annuity portfolio. It is expected to replicate the management experience of annuities and is suitable as a supplementary allocation tool for bank deposits, financial management and other products.

In addition, the fund will also apply the current mainstream operating experience of capital-guaranteed funds in the industry, adopt an optimized constant proportion investment portfolio investment strategy (optimized CPPI strategy), dynamically adjust the upper limit of equity assets, and use flexible asset allocation and

Rigorous risk management strives to achieve sustained and stable appreciation of fund assets.

In addition, the profit-locking mechanism of a large proportion of dividends at certain points is also a highlight of Southern Antai Pension Fund.

Strategic placement is recommended.