Rongtong Fund was formally established in Shenzhen on May 22nd, 20001.It is one of the second batch of fund management companies in China, with many fund products. Recently, another new fund under the Rongtong Fund was issued, which flexibly allocates hybrid funds for the stable surplus of Rongtong. What about this fund?

How about financial management and flexible allocation of hybrid funds?

We can understand this fund by combining the characteristics of risk return, investment strategy and fund manager.

1 The Fund is a hybrid fund, and its expected return and expected risk level are higher than those of bond funds and money market funds, but lower than those of equity funds. The Fund can invest in Hong Kong listed stocks. Under the mechanism of Hong Kong listed stocks, it will face unique risks caused by differences in investment environment, investment targets, market system and trading rules.

2 Investment strategy: In terms of stock allocation strategy, we mainly refer to the valuation level of CSI 300 to determine the allocation ratio of stock assets:

When the overall valuation level of the Shanghai and Shenzhen 300 Index is at the last 20% in history (20 1 0 65438+10/present), and the growth rate of the fund's weighted unit net value has exceeded 30% since the beginning of that year, the stock assets of the fund account for 50%-95% of the fund's assets.

When the overall valuation level of the Shanghai and Shenzhen 300 Index is in the top 30% in history (20 10 65438+ 10 1), the stock assets of the Fund account for 0-30% of the fund assets.

Except for the above two situations, the ratio of the fund's stock assets to the fund's assets is 10%-55%.

3 Fund Manager: Mr. He Long, Master of Finance, Wuhan University.

Fund manager of Rongtong New Blue Chip Securities Investment Fund (August 29th, 20 15 to August 24th, 20 18), currently deputy director of portfolio investment department, fund manager of Rongtong Leading Growth Hybrid Securities Investment Fund (LOF) (August 23rd, 20 18 to present), and fund manager of Rongtong Research and Optimization Hybrid Securities Investment Fund (LOF) The theme of financial dividend opportunity is featured as fund manager of flexible allocation hybrid securities investment fund (from August 22, 20 19 to present), fund manager of flexible allocation hybrid securities investment fund in new financial region (from August 22, 20 19 to present) and fund manager of new financial blue-chip securities investment fund (from August 2, 2020/KLOC-0 to present). Fund Manager of Rongtong Yi Tong Hybrid Securities Investment Fund (since June 2, 2020).