后市如何布局？海富通这两只绩优基金，或是攻防兼备好选择

Core Viewpoint - The market may enter a consolidation phase after a rise in the Shanghai Composite Index at the end of October, suggesting that investors should balance yield and stability, with mixed-asset bond funds being a preferred choice in a volatile market [1] Group 1: Fund Performance - Hai Fu Tong Xin Li Mixed Fund (Class A 011554/Class C 011555) and Hai Fu Tong Xin Rui Mixed Fund (Class A 010657/Class C 010658) are highlighted as top performers in the mixed-asset bond fund category, with Hai Fu Tong Xin Li Mixed Fund achieving a three-year net value growth rate of 38.04%, ranking in the top 4% of its category, while Hai Fu Tong Xin Rui Mixed Fund achieved a growth rate of 22.31%, ranking in the top 8% [1][3] - The annualized return of the mixed-asset bond fund index over the past ten years is 4.36%, outperforming the annualized return of the CSI 300 index at 2.99% during the same period [1] Group 2: Investor Suitability - Mixed-asset bond funds may be suitable for two types of investors: those with high equity positions looking to reduce volatility and control drawdown risk by increasing bond allocation, and conservative investors who may find pure bond assets less attractive in a declining risk-free rate environment, thus benefiting from a moderate equity exposure [2] Group 3: Fund Management and Strategy - Both Hai Fu Tong Xin Li Mixed and Hai Fu Tong Xin Rui Mixed funds exhibit clear and stable risk-return characteristics, with the former maintaining an equity position between 35% and 45% and the latter between 20% and 30%, allowing investors to choose based on their risk preferences [3][4] - Hai Fu Tong Xin Li Mixed Fund has consistently achieved positive returns since its inception in September 2021, with a record of 122 historical net value highs, ranking in the top 4% of its category [4] - Hai Fu Tong Xin Rui Mixed Fund focuses on balancing yield and defensiveness, with a maximum drawdown of 5.72% since its inception in February 2021, significantly lower than the average maximum drawdown of 10.98% for similar products [4][5] - Fund manager Jiang Yong, with 14 years of experience, emphasizes a strategy focused on safety margins and balanced allocation, maintaining stable equity positions and a diversified stock portfolio [5]