怕高位站岗又心痒难耐，这只二级债基PLUS版或可关注
Cai Fu Zai Xian·2025-07-28 08:35

Core Viewpoint - The recent rise of the Shanghai Composite Index above 3600 points has led to increased interest from investors, prompting a consideration of the newly issued Huian Quality Selected Incremental Bond Fund as a balanced investment option [1][2]. Group 1: Fund Characteristics - The Huian Quality Selected Incremental Bond Fund is classified as a secondary bond fund with a minimum stock allocation of 5%, allowing for a blend of fixed income and equity investments [1][2]. - The fund's investment strategy includes a minimum of 80% in bonds and a stock allocation ranging from 5% to 20%, with at least 5% in domestic stocks [1][2]. Group 2: Historical Performance - Historical data shows that the Wande Mixed Bond Secondary Index has increased by 35.98% over the past ten years, with an annualized volatility of 4.19%, contrasting with the Shanghai and Shenzhen 300 Index's decline of 0.65% and volatility of 20.36% during the same period [2]. - The secondary bond fund index has demonstrated resilience during years when the Shanghai and Shenzhen 300 Index experienced negative returns [2]. Group 3: Investment Opportunities - The fund aims to capitalize on high-quality development themes, with a performance benchmark that combines the yield of the China Securities Selected Central Enterprise Quality Credit Bond Index (85%), the China Securities Dividend Quality Index (10%), and the after-tax bank demand deposit rate (5%) [3]. - The China Securities Selected Central Enterprise Quality Credit Bond Index focuses on high-quality central enterprise bonds, while the Dividend Quality Index selects companies with strong dividend payment histories and profitability [3]. Group 4: Management Strategy - The fund will be managed by Wang Zuozhou, who specializes in flexible duration trading strategies, forward hedging, and cross-market arbitrage [4]. - The investment approach emphasizes a balance between risk and return, targeting stable income through high-quality credit bonds and dividend-paying stocks [4].