追求投资好体验 华商汇享多元配置3个月持有混合(FOF)即将结束募集
Xin Lang Cai Jing·2025-12-03 06:08

Core Viewpoint - The increasing market volatility and structural trends highlight the appeal of asset allocation, with a growing interest in Fund of Funds (FOF) characterized by diversified asset allocation, professional fund selection, and risk dispersion [1][14]. Group 1: Fund Details - The Huashang HuiXiang Multi-Asset Allocation 3-Month Holding Mixed Fund (FOF) managed by renowned fund manager Sun Zhiyuan was officially launched on November 17 and will close its fundraising on December 5 [1][14]. - The fund employs a major asset allocation strategy to determine the specific allocation ratios for equity, fixed income, money market, and other types of funds, with a performance benchmark set as a combination of various indices and rates [2][15]. - The equity asset allocation for the fund is set between 5% and 30%, allowing investment in Hong Kong Stock Connect stocks (up to 50% of equity assets) and up to 10% in commodity funds [2][15]. Group 2: Investment Strategy - The multi-asset allocation model of "equity + fixed income + commodities + cross-border" is seen as a quality choice to address the increasingly complex market environment and asset performance differentiation [4][17]. - Sun Zhiyuan, the fund manager, adheres to a "steady defense" investment philosophy, utilizing mid-term market trend models to capture asset rotation and enhance investor experience through absolute return strategies [8][21]. Group 3: Company Background - Huashang Fund, established for twenty years, emphasizes active management and in-depth research to provide solid investment support for its products [9][22]. - As of the end of Q3 2025, Huashang Fund has received multiple 5A ratings from Tianxiang Investment Consulting, showcasing its strong research capabilities in both equity and fixed income funds [9][22]. - The company aims to continuously capture market opportunities while effectively controlling portfolio volatility to enhance the holding experience for investors [9][22].