Core Viewpoint - The launch of the multi-asset FOF (Fund of Funds) on November 10 aims to address the challenges of low returns and market volatility in the current investment landscape, providing investors with a robust option for wealth management in a low-interest-rate environment [1][6]. Product Logic - The product employs a "shield and spear" strategy to balance stability and opportunity, addressing the complexities of rapid asset rotation and frequent style shifts in the market [2]. - The FOF focuses on a diversified asset allocation, including equities, bonds, overseas assets, and gold, to capture market opportunities while hedging against risks [3]. Professional Support - The FOF's success relies on a comprehensive support system encompassing fund selection, risk control, and team expertise, ensuring effective risk management and stable performance [4]. - A rigorous selection process for underlying funds is implemented, utilizing a "three-dimensional" evaluation system to assess fund companies, products, and managers, emphasizing stability [4]. - The risk control framework includes a "risk budget and deviation backtracking" mechanism to manage overall portfolio risk and ensure alignment with the low-volatility objective [4]. Team Strength - The fund manager, with 18 years of experience and a strong track record in FOF management, provides credibility to the product, supported by a well-established investment team [5]. - The 90-day holding period design encourages long-term investment strategies, reducing the impact of short-term market fluctuations on investor behavior [5][6].
灵活捕捉多资产机遇 富国智恒稳健90天持有期FOF正式发行
Quan Jing Wang·2025-11-11 01:53