Investment objectives and strategies of Huabao Industrial Fund
1. Grasp the industry development trend and market operation trend, select industry investment targets and enterprises with good growth prospects or cyclical recovery, and pursue stable growth of fund net value and long-term appreciation of fund assets under the premise of controlling risks.
2. The investment scope of the Fund is financial instruments with good liquidity, mainly including domestically issued and listed stocks (including depositary receipts), bonds and other financial instruments approved by the China Securities Regulatory Commission, such as laws, regulations or other varieties allowed by the regulatory authorities to invest in the Fund in the future. The fund manager can include it in the investment scope after performing proper procedures.
3. The Fund adopts an active asset allocation strategy, dynamically tracks the expected returns of relevant asset categories and determines the allocation ratio of major assets through macro-strategy research and quantitative auxiliary models developed by the company itself. Main investment strategies The Fund will select industries with good development prospects or good prosperity through the analysis of macroeconomics, industrial policies and industry prosperity, and strengthen the allocation of attractive industries through industry valuation model and Porter's five forces analysis. After the proportion of industry allocation is determined, the Fund will select stocks in the company's stock library by combining quantitative and qualitative methods and adjust them regularly.
4. Performance benchmark Shanghai and Shenzhen 300 Index Yield The Fund is an active investment hybrid fund. Its long-term average expected risk and expected return risk-return characteristics are lower than those of stock funds, but higher than those of bond funds and money market funds.
1. Fund, in English, refers to a certain amount of funds established for a certain purpose in a broad sense. It mainly includes trust and investment funds, provident funds, insurance funds, retirement funds and funds of various foundations. From the accounting point of view, capital is a narrow concept, which refers to funds with specific purposes and uses. The fund we are talking about mainly refers to the securities investment fund.
Second, the operation skills
First, look at the market outlook before operating the fund investment, and the income comes from the future. For example, if you want to redeem stock funds, you can first look at whether the future development of the stock market is a bull market or a bear market. Then decide whether to redeem or not, and make a choice on the timing. If it is a bull market, it can be held for a period of time to maximize the benefits. If it is a bear market, redeem it in advance and put it in the bag.
Second, converting high-risk fund products into low-risk fund products is also a kind of redemption, such as converting stock funds into money funds. This can reduce the cost, the conversion fee is generally lower than the redemption fee, while the money fund has low risk, equivalent to cash, and the income is higher than the current interest. Therefore, conversion is also an idea of redemption.
Third, regular fixed redemption, like regular investment, can do daily cash management to stabilize market fluctuations. Fixed-term redemption is a redemption method of fixed-term investment.