Hybrid partial stock fund refers to a hybrid fund with a relatively high share of stocks. Hybrid funds, also known as matching funds, are divided into nine secondary categories according to the investment scope and investment strategy of fund assets, such as partial stock funds, industry partial stock funds, flexible allocation funds, debt-balanced funds, partial debt funds, principal guaranteed fund, hedge strategy funds, absolute return target funds and other hybrid funds.

Data expansion

Partial stock funds are funds that mainly invest in stocks, with great returns but great risks. The benchmark of performance comparison is the market size index, which is the main comparison object. Typical representative funds are Guo Fu Tianhui and Xingquan He Run, in which the allocation ratio of Guo Fu Tianhui is: 70%* CSI 300 Index +25%* China Bond Comprehensive Full Price Index +5%* interbank deposit rate, and Xingquan He Run is: 80%* CSI 300 Index +20%* CSI government bond index.

Industry partial stock funds are essentially partial stock funds, but their performance comparison benchmark is not market size index, but industry index or theme index. For example, Huitianfu's consumer industries are mixed, and the allocation ratio is: 40%* CSI major consumer industry index +40%* CSI optional consumer industry index +20%* SSE government bond index.

Equity-debt-balanced funds have a relatively balanced proportion of stocks and bonds, ranging from 40% to 60%. The common balance is 50%-50%. The risk and return of equity-debt balance fund are lower than those of partial stocks, but higher than those of partial debts. Partial debt funds take bonds as their main investment direction. Although it is also a hybrid fund, it is completely different from partial stock funds. The upper limit of stock positions of such funds generally does not exceed 40%, and stocks are only used to increase returns.