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资产配置专家掌舵 银华多策略稳健三个月持有期混合(FOF)今起发行
Zhong Guo Jing Ji Wang·2025-11-03 03:29

Core Insights - The demand for low-volatility, absolute return products is increasing among investors due to market fluctuations and declining interest rates [1][3] - The launch of the Silver华多策略稳健三个月持有期混合 (FOF) fund is seen as a timely addition to the investment tools available for equity market participants [1][3] Fund Characteristics - The fund aims to invest at least 80% of its assets in publicly offered funds approved by the China Securities Regulatory Commission, with equity funds comprising 5%-40% of the total assets [1] - Unlike traditional FOFs, this fund employs a combination investment strategy to reduce volatility while striving for returns that exceed performance benchmarks [1][2] - The fund utilizes financial engineering and multi-strategy gains to achieve higher returns compared to traditional portfolios [1][2] Manager Expertise - The proposed fund manager, Song Zuqiang, has extensive experience in asset allocation and has developed a mature investment framework [2][5] - Song's investment style focuses on contrarian undervaluation and balanced diversification, utilizing quantitative methods for asset allocation and fund selection [2][5] Market Context - The "Action Plan for Promoting High-Quality Development of Public Funds" emphasizes the creation of low-volatility, asset allocation products to meet diverse investor needs [3] - The rebound in the equity market has revitalized public FOFs, with the 万得偏股混合型FOF index rising 23.52% year-to-date, outperforming the沪深300 index which increased by 19.24% [3] - Factors such as favorable policy changes, the onset of a Federal Reserve rate cut cycle, and improved China-U.S. trade relations are expected to support a gradual upward trend in A-shares [3]