The advantage of investing in new funds is that the fee rate is relatively low, but new funds have no past performance, so it is inconvenient to evaluate the quality. Recently, another fund under Harvest Fund has been released, which is Harvest Value Evergreen Hybrid Gold. So how is this fund?

How is Harvest Value Evergreen Hybrid Gold?

For a newly launched fund, we can initially understand it from the perspective of risk return, investment strategy, and fund manager.

1 Risk and return characteristics: This fund is a hybrid securities investment fund. Its expected return and expected risk level are higher than bond funds and money market funds, but lower than stock funds. The Fund can invest in stocks underlying Hong Kong Stock Connect. Once invested, it will bear exchange rate risks as well as overseas market risks caused by differences in investment environment, investment targets, market systems, and trading rules.

2 Investment strategy: The fund believes that value investing is the process of discovering the true value of the investment target. In terms of stock selection strategy, the Fund will adopt an active management approach, make full use of value investment methods, conduct stock selection investments through in-depth fundamental analysis and adhere to a margin of safety, and combine risk management methods to achieve investment goals.

This fund takes into account both fundamental analysis and valuation analysis for stock selection:

Fundamental analysis: This fund will focus on the equity governance structure, corporate strategic vision and management level of listed companies. , important characteristics such as the company’s position in the industry and resource endowment.

Stock Valuation Analysis This Fund will compare the market price and investment value of alternative investment targets, and select investment targets whose market prices are relatively undervalued for investment value.

3 Fund Manager: Ms. Tan Li, China, Master's degree, the funds that have been managed or currently managed as a fund manager include:

As of April 11, 2017 to present, Harvest New Consumption Stock fund manager,

He has been the manager of Harvest Shanghai-Hong Kong-Shenzhen Return Mixed Fund since June 21, 2017, and has been the manager of Harvest Value Select Stock Fund since November 6, 2017. ,

Served as the manager of Harvest Value Advantage Hybrid Fund from November 14, 2017 to present.

On January 8, 2020, he served as the fund manager of Harvest’s three-year closed operation strategic placement and flexible allocation hybrid securities investment fund (LOF).