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·2025-11-17 02:15

Core Insights - The long-term performance of investment products managed by Sun Zhiyuan at Huashang Fund has significantly outperformed benchmarks, demonstrating the effectiveness of his "steady counterattack" investment strategy [1][2][4] Performance Summary - Huashang Anyuan Stable One-Year Holding Mixed (FOF) A achieved a net value growth rate of 13.16% over the past year, surpassing the benchmark of 6.19%, ranking second among peers [2][3] - Huashang Anyuan Stable One-Year Holding Mixed (FOF) C recorded a net value growth rate of 12.72%, also exceeding the benchmark, and ranked first among its category [2][3] - Huashang Jiayue Balanced Pension Target Three-Year Holding Mixed (FOF) A achieved a net value growth rate of 20.94% over three years, outperforming the benchmark of 17.87% [2][3] - Huashang Jiayi Pension Target 2040 Three-Year Holding Mixed (FOF) A reached a growth rate of 21.50%, significantly higher than the benchmark of 15.65% [2][3] Investment Strategy - Sun Zhiyuan's investment methodology includes a mid-term market trend model to identify asset rotation, a three-dimensional evaluation system for fund managers, and a focus on absolute return strategies to enhance FOF product returns [4][5] - Huashang Fund has a robust research and investment platform, achieving a 5A rating from Tianxiang Investment Advisors for its three-year comprehensive fund management performance [4][9] Upcoming Fund Launch - The Huashang Huixiang Multi-Asset Three-Month Holding Mixed (FOF) is set to launch on November 17, 2025, aiming to provide long-term stable returns based on Huashang Fund's investment capabilities [5][6]