Core Viewpoint - The Huazhong Advantage Leading Mixed Fund, managed by experienced fund manager Luan Chao, aims to achieve long-term stable growth by dynamically adjusting industry allocations based on economic cycles and industry trends, focusing on sustainable returns for investors [1][2]. Investment Strategy - Luan Chao emphasizes a fundamental approach, avoiding speculation on market trends, and focuses on earning profits through understanding industry cycles and selecting individual stocks [2]. - The investment strategy involves determining asset allocation first, followed by selecting industries and specific sectors, while considering individual stock growth rates and risk-reward ratios [2][3]. Fund Performance - The Huazhong Advantage Leading Mixed Fund, under Luan Chao's management since July 1, 2024, has shown a 19.87% increase in net value over the past year, outperforming its benchmark of 17.83% [2]. - Historical performance of the Huazhong Advantage Leading Mixed Fund shows a net value growth rate of -26.50% from 2022 to 2024, with a subsequent recovery of 8.91% in the first half of 2025 [4]. Market Outlook - Luan Chao believes that the focus on short-term index fluctuations is diminishing, and there is a need to identify promising niche areas driven by new demands, with growth remaining the main theme [3]. - Key growth areas include AI-driven technological innovation, self-sufficiency in safety development, and demand reshaping due to consumption upgrades, alongside new dividends driven by declining interest rates [3].
把握成长主线,华安优势领航混合基金今日发行
Hua Xia Shi Bao·2025-10-16 07:41