Core Viewpoint - The long-term performance of FOF products managed by Sun Zhiyuan from Huashang Fund demonstrates strong investment capabilities, with several products significantly outperforming their benchmarks as of September 30, 2025 [1][2]. Performance Summary - Sun Zhiyuan's FOF products have shown impressive results, with the Huashang Anyuan Stable One-Year Holding Mixed (FOF) A class achieving a net value growth rate of 13.16% and C class at 12.72%, both surpassing the benchmark of 6.19% [2][3]. - In the same timeframe, the Huashang Jiayue Balanced Pension Target Three-Year Holding Mixed (FOF) A class recorded a growth rate of 20.94%, exceeding the benchmark of 17.87% [2][3]. - The Huashang Jiayi Pension Target 2040 Three-Year Holding Mixed (FOF) A class achieved a growth rate of 21.50%, significantly higher than the benchmark of 15.65% [2][3]. Investment Strategy and Support - The strong performance is attributed to a mature investment research system and a robust platform, with Sun Zhiyuan employing a clear investment methodology that includes market trend models and a three-dimensional evaluation system for fund managers [4]. - Huashang Fund has received a 5A rating from Tianxiang Investment Advisors for its comprehensive three-year performance, indicating strong management capabilities [4][9]. Upcoming Fund Launch - The Huashang Huixiang Multi-Asset Three-Month Holding Mixed (FOF), managed by Sun Zhiyuan, is set to launch on November 17, 2025, aiming to provide long-term stable returns [5][6].
华商基金FOF名将掌舵 华商汇享多元配置3个月持有混合（FOF）11月17日发行
Xin Lang Ji Jin·2025-11-13 01:14