ZHI-TECH(SZ:300785) Sou Hu Cai Jing·2025-05-03 17:57Core Viewpoint - Chuangjin Hexin Fund plans to publicly offer Chuangjin Hexin Wenfeng Bond from May 19 to May 30, 2025, aiming to provide long-term stable returns while strictly controlling investment risks [1] Fund Details - The fund type is a secondary bond fund with an annual management fee of 0.6% and a custody fee of 0.15% [1] - The investment portfolio will allocate at least 80% of its assets to bonds, with a maximum of 20% to stocks and convertible bonds, including a 0-50% allocation to Hong Kong Stock Connect stocks [1] - The fund must maintain at least 5% of its net asset value in cash or government bonds maturing within one year after deducting margin requirements for treasury futures contracts [1] Fund Management - The proposed fund managers are Huang Tao and Xie Chuang, both with extensive experience in fund management [2] - Huang Tao has managed multiple funds since joining Chuangjin Hexin in February 2020, while Xie Chuang has been with the company since July 2015, holding various roles in fixed income [2] Historical Performance - Huang Tao's management of Chuangjin Hexin Xin Qi Mixed A has achieved a return of 37.46% since May 8, 2020, significantly outperforming the industry average of 15.37% [3][4] - The Chuangjin Hexin Wenfeng Bond aims to replicate such performance by focusing on stable returns and risk management [1][3] - Huang Tao's other managed funds, such as Chuangjin Hexin Stable Add Profit Bond A and Chuangjin Hexin Xin Xiang Mixed A, have also shown competitive returns compared to their peers [3][4][5]