华商基金指数增强家族重磅成员 华商沪深300指数增强即将结募

Group 1 - The Chinese stock market is experiencing a positive upward trend due to multiple favorable factors, leading to a significant increase in investor demand for quality core assets [1] - Huashang Fund has launched the Huashang CSI 300 Index Enhanced Fund, which aims to leverage a dual strategy of core asset beta and active alpha to help investors seize core asset allocation opportunities [1] - The fund is set to end its fundraising on August 15 and is an important member of Huashang Fund's index enhancement family, anchored to the CSI 300 Index, which includes 300 leading companies with high market capitalization and liquidity [1] Group 2 - The CSI 300 Index reflects a diverse combination of cyclical, defensive, and growth characteristics, allowing investors to capture valuation recovery opportunities in traditional industries while participating in the growth of emerging sectors [1] - The Huashang CSI 300 Index Enhanced Fund combines Huashang Fund's deep experience in active management with advanced quantitative investment techniques, aiming for dual return potential of "index β + quantitative α" [1] - Historical data shows that mainstream index enhancement products, including the CSI 300 Index, typically achieve annualized excess returns in the range of 3% to 8%, with a median volatility lower than corresponding ETFs, providing a better risk-return ratio for investors [1] Group 3 - The fund will be managed by two core members of Huashang Fund's quantitative investment team, Dr. Deng Mo and Dr. Ai Dingfei, both of whom have extensive experience in the securities investment field [2] - Dr. Deng Mo has over 14 years of experience in investment research, focusing on balanced allocation strategies and high-quality assets in high-growth industries [2] - Dr. Ai Dingfei, with nearly 11 years of experience, combines AI algorithms with quantitative models to optimize portfolio construction and adapt to rapidly changing markets [2] Group 4 - The investment value of China's core assets is increasingly prominent, and the quantitative enhancement strategy for the CSI 300 Index aims to capture the benefits of China's economic transformation while striving for excess returns through active management [2]