Group 1 - The core viewpoint of the article highlights the strong performance of the Huashang Fengli Enhanced Open A fund, which has generated good returns for investors, with a year-to-date return of 9.09% as of April 25, 2025, ranking first among its peers [1][4] - The fund has an annualized return of 9.75% since its inception in September 2016, significantly outperforming its benchmark, the China Bond Index, by over 70 percentage points [2][4] - As of the end of Q1 2025, the fund's asset allocation consisted of 73.79% in fixed income investments, primarily in convertible bonds, and 16.62% in equity investments [6][7] Group 2 - The fund manager, Li Qian, has been managing the Huashang Fengli Enhanced Open A since December 2019 and focuses on actively managing the fund to achieve stable returns [5] - The fund's investment strategy emphasizes a mix of medium to short-duration bonds with a focus on AAA-rated credit to control credit risk while also participating in interest rate bonds and equity assets to enhance returns [8]
【绩优债基】华商基金:“丰利增强定开A”年内收益率超9%
Sou Hu Cai Jing·2025-04-27 09:03