The fund was established in July 2003, and has ranked second in both comprehensive ranking and classified ranking. It is an excellent fund, with annualized returns of 65,438+06.79% in two years and 9,654,38+06% in three years respectively, and the returns are relatively stable. Far out of the market.
However, this year's performance is not very good. The net growth rate dropped by 12.25%, while the Shanghai Composite Index fell by 2.3% in the same period, which is closely related to its investment targets.
Although the investment objectives and types of Harvest's strategic portfolio are the same as Harvest's growth, its comprehensive ranking and classification ranking since 2006 are obviously not as good as the former, ranking 229th in comprehensive ranking and 99th in classification. 2-year and 3-year annualized rates of return are 16.03% and 5.5 1% respectively, which are not much different from the growth of Harvest.
Harvest strategy has not performed well this year, with its net value falling by 14.75%, even more than Harvest's growth.
Therefore, personally, in the current unstable market environment, it is recommended to invest in Harvest Growth and cooperate with other funds to build a portfolio with relatively small risk coefficient. The amount of fixed investment per month depends on your income and risk preference.