What is a fund product launched by Nuoan Fund Management Co., Ltd., which adopts the investment strategy of "stock+bond", aiming at maintaining and increasing the value of assets by investing in high-quality stocks and bonds. The Fund was established on May 30th, 20 1 1, and the current fund manager is Wang Zhonghua. It is an open-end fund, and investors can purchase and redeem it at any time.
Our investment strategy adopts the "stock+bond" investment strategy, allocating funds to two asset categories: stock and bond, so as to maintain and increase the value of assets. Among them, stock investment is mainly based on growth and value stocks, and bond investment is mainly based on bonds with high credit rating and good liquidity. The investment style of the Fund is biased towards value investment, focusing on the fundamental analysis and valuation analysis of the company.
As of June 30th, 20021year, its accumulated net value was 3. 1267 yuan, and the annualized rate of return since its establishment was 5.50%. The Fund won the Excellent Fund Manager Award, Excellent Fund Award and Golden Bull Award in 20 14, 20 15, 20 16, 20 19 and 2020 respectively. Wang Zhonghua, the fund manager, also won the 20 15 and 20 16 "Excellent Fund Manager Award" issued by the fund industry association.
Suitable for people, investors who pursue the preservation and appreciation of assets, especially long-term investors. The fund adopts the investment strategy of "stock+bond", which has a certain risk diversification effect compared with a single asset fund. The Fund pays attention to value investment, and has high requirements on the company's fundamentals and valuation, so it is suitable for investors who pay attention to value investment. However, it should be noted that fund investment is risky and investors need to carefully evaluate their risk tolerance before investing.