在不确定的市场中 寻找确定的“锚” 华夏卓安债券火热发行

Core Viewpoint - The "solid return +" funds represented by secondary bond funds are key tools for investors seeking controlled risks and stable returns, providing effective solutions to navigate market fluctuations [1] Group 1: Performance and Strategy of Secondary Bond Funds - Since 2010, the cumulative return of the Wind Mixed Bond Fund Index has reached 100.30% by November 24, 2025, significantly outperforming the Shanghai Composite Index (34.16%) and the CSI 300 Index (40%) [1] - The maximum drawdown of the Wind Mixed Bond Fund Index over the past five years is only -12.02%, which is much lower than the maximum drawdowns of the CSI 300 Index (-46.70%) and the Shanghai Composite Index (-52.30%) [1] - Secondary bond funds maintain a structure of at least 80% fixed income assets and 0-20% flexible equity positions, allowing for both offensive and defensive strategies [1] Group 2: Introduction of Huaxia Zhuoan Bond Fund - The Huaxia Zhuoan Bond Fund, launched on December 1, aims to capture opportunities in both equity and bond markets with a balanced approach [2] - The fund employs a "dual-drive" strategy, focusing on high-grade fixed income assets while maintaining a flexible equity position of 5%-20% to capture structural opportunities across A-share and Hong Kong markets [2] - The fund manager will implement multi-dimensional risk warnings and closely monitor stock adjustments and contribution to overall returns [2] Group 3: Fund Management and Expertise - The proposed fund manager, Wu Fan, has 8 years of experience in the securities industry and over 3 years in public fund management, currently managing a scale of 5.85 billion [3] - Wu Fan's investment style emphasizes absolute return and dynamic monitoring of drawdowns, achieving a net value growth rate of 4.98% in the past year, outperforming the benchmark of 2.87% [3] - Huaxia Fund has a strong reputation in fixed income management, with 18 products rated five stars over three years and 15 products rated five stars over five years by Galaxy Securities [3]