布局价值与成长 华商中证800指数增强7月14日正式发售

Core Viewpoint - The launch of the Huashang CSI 800 Index Enhanced Fund aims to provide investors with an efficient tool to access quality assets while striving for excess returns through a quantitative investment strategy [1][3]. Group 1: Fund Overview - The Huashang CSI 800 Index Enhanced Fund was officially launched on July 14, 2025, and is designed to track the CSI 800 Index, which includes stocks from both the CSI 500 and the Shanghai and Shenzhen 300 indices [1]. - The fund employs Huashang Fund's mature active quantitative enhancement strategy to achieve returns that exceed the benchmark while effectively tracking the index [1]. - The CSI 800 Index covers 11 primary and 35 secondary industries, including both mature sectors like banking and food & beverage, as well as innovative sectors such as semiconductors and pharmaceuticals [1]. Group 2: Performance Metrics - Since its base date of December 31, 2004, the CSI 800 Index has achieved a cumulative return of approximately 326.30% and an annualized return of about 7.56% as of June 30, 2025 [1]. - The fund aims to leverage the long-term investment value of leading companies in various industries, particularly in the context of economic transformation and the development of new productive forces [3]. Group 3: Management Team - The fund will be managed by two experienced fund managers: Deng Mo, a mathematics PhD with over 14 years of experience in securities research and investment, and Hai Yang, also a PhD with over 8 years of experience [2][4]. - Deng Mo focuses on balanced allocation and utilizes quantitative models to identify high-quality assets in high-growth industries, while Hai Yang employs a quantitative-driven approach for systematic risk and return monitoring across different sectors [2]. Group 4: Fund Details - The fundraising period for the Huashang CSI 800 Index Enhanced Fund is from July 14, 2025, to August 1, 2025, with a maximum fundraising limit of 8 billion yuan [4].