What about hybrid funds driven by domestic demand in Heng Yue?
For a new fund, we can get a preliminary understanding from the perspectives of risk return, investment strategy and fund manager.
1 risk return investment: the fund is a hybrid fund, and its expected return and expected risk level are lower than those of stock funds, but higher than those of bond funds and money market funds.
2 Investment strategy: The theme of stimulating domestic demand of the Fund refers to that under the background that China's economy is expanding domestic demand and driving the transformation of economic development mode, people's consumption concept changes with the increase of income level, and they are no longer limited to meeting basic needs, but pay more and more attention to branding, intelligence, environmental protection, multi-level and personalization. The resulting upgrading of consumption structure has promoted industrial upgrading and transformation, and also spawned a series of emerging industries, which are expected to achieve rapid development in the future.
In terms of individual stock investment strategy, the Fund mainly invests in high-quality enterprises that benefit from the theme of domestic demand-driven in China. Focusing on the fundamental research of enterprises and combining with field research, this paper focuses on the competitive advantage, growth, sustainable profitability and corporate governance structure of listed companies. At the same time, the combination of relative valuation and absolute valuation is adopted to select listed companies with room for improvement in valuation to invest and build a portfolio.
③ Fund manager: Mr. Gao Nan, graduate student, master's degree, China nationality. The funds managed or being managed as fund managers are:
20 17 165438+20201From October 24th to April 2nd, he served as the fund manager of Guotai Rongan multi-strategy flexible allocation hybrid securities investment fund;
On July 30, 2020, he served as the fund manager of Heng Yue Core Select Hybrid Securities Investment Fund;
Since July 30, 2020, he has been the fund manager of Heng Yue Research Select Hybrid Securities Investment Fund.