攻守有方 聚享机遇——中加聚享昭利120天持有债券7月21日重磅启航

Core Insights - The article emphasizes the increasing demand for "fixed income +" products as a strategic tool for wealth management in a volatile market environment, highlighting their ability to provide a safety net through bond assets while capturing excess returns through equity assets [1] Group 1: Product Overview - The Zhongjia Fund has launched the Zhongjia JuXiang ZhaoLi 120-day holding period bond-type securities investment fund, focusing on a scientific strategy system to enhance the "fixed income +" layout [2] - The fund aims for short-term capital preservation and strives for positive annual returns while seeking to outperform the yield of similar fixed income + products in the long term [2] - The fund maintains a minimum of 80% investment in bonds, primarily focusing on high-grade credit bonds and interest rate bonds, while flexibly allocating 5-20% in equities, convertible bonds, and exchangeable bonds to enhance returns [2] Group 2: Market Opportunities - Current market conditions provide a favorable window for "fixed income +" strategies, supported by fundamental strengths in equity assets, resilient corporate earnings, and a favorable environment for convertible bonds [3] - Economic resilience and supportive fiscal policies coexist, with positive economic data trends observed in the first half of the year, creating a conducive environment for dynamic balance between equity and bond assets [3] Group 3: Performance and Capabilities - Zhongjia Fund ranks first in absolute returns among pure bond funds over the past decade, indicating strong performance in bond investment [4] - The fund's equity investment capabilities have also been recognized, achieving a five-star rating for three and five-year periods, showcasing its competitive position in the market [4] Group 4: Investment Philosophy - The Zhongjia Fund emphasizes a long-term investment approach, focusing on rigorous asset allocation and dynamic rebalancing to create a sustainable wealth trajectory for investors [5]