稳守反击 专业领航——华商基金FOF名将孙志远携新基破解基金投资难题
Xin Lang Ji Jin·2025-11-25 01:15

Core Viewpoint - The article highlights the advantages of Fund of Funds (FOF) in addressing common challenges faced by ordinary investors, such as difficulty in selecting funds and holding them long-term. The newly launched "Huashang Huixiang Multi-Asset Allocation 3-Month Holding Mixed Fund (FOF)" aims to leverage these advantages to provide stable returns for investors [1]. Group 1: Fund Overview - The "Huashang Huixiang Multi-Asset Allocation 3-Month Holding Mixed Fund (FOF)" is being issued by Huashang Fund, a well-established public fund company with nearly 20 years of experience [1]. - The fund will be managed by Sun Zhiyuan, a seasoned fund manager known for his strong research and investment capabilities [1][3]. - The fund's asset allocation strategy includes equity, fixed income, money market, and other types of funds, with equity allocation set between 5%-30% [6]. Group 2: Manager Profile - Sun Zhiyuan has 13.6 years of experience in the securities industry, with a focus on fund analysis and FOF/MOM investment management [3]. - He emphasizes a "steady counterattack" investment philosophy, aiming for absolute and relative returns while ensuring a good investment experience for clients [4]. Group 3: Performance Metrics - Data from Galaxy Securities indicates that the fund managed by Sun Zhiyuan, "Huashang Anyuan Steady Progress One-Year Holding Mixed Fund (FOF)," ranks second in its category for A-class shares and first for C-class shares over the past year [5]. Group 4: Investment Philosophy - The fund is designed to encourage a long-term investment perspective by setting a minimum holding period of three months, helping investors avoid irrational decisions due to short-term market fluctuations [6][10]. - Huashang Fund's strong research capabilities and active management approach are highlighted as key strengths that support the fund's investment strategy [9].