华商基金股债全能基金经理胡中原“固收+”新品即将结募

Core Viewpoint - The market is shifting towards a focus on defensive and growth-oriented investment strategies in a low-interest-rate environment, with the launch of the Huashang Anyuan Bond Fund aimed at providing high-quality investment experiences through a diversified asset allocation framework [1][10]. Fund Overview - The Huashang Anyuan Bond Fund plans to allocate at least 80% of its assets to bond investments to establish a foundation for returns and safety, while 5%-20% will be flexibly invested in equities, convertible bonds, and exchangeable bonds to enhance yield elasticity [2][11]. - The fund may also allocate 0%-50% of its equity assets to Hong Kong Stock Connect stocks, with a dynamic adjustment of the stock-bond ratio to achieve long-term stable growth while controlling volatility [2][11]. Fund Manager Profile - Hu Zhongyuan, the proposed fund manager, has over 11 years of experience in the securities industry, with 6.5 years specifically in securities investment, and has developed a comprehensive investment system [4][13]. - His investment philosophy prioritizes risk-reward ratios, focusing on liquidity management in bond investments and employing a dual diversification principle in equity management [4][13]. Performance and Strategy - Hu Zhongyuan has demonstrated strong cross-asset management capabilities, as evidenced by the performance of the Huashang Shuangyi Balanced Mixed Fund, which ranked first in its category over the past year and five years [5][14]. - The fund aims to leverage Hu Zhongyuan's ability to integrate bond and equity investments based on macroeconomic logic and industry judgment, maintaining a balance between offensive and defensive strategies [5][14]. Research and Support - Huashang Fund has established a robust research platform that supports its products, achieving top ratings in various categories, including a 5A rating for three-year fund management and active management capabilities [8][16]. - The fund's strategy is designed to seek certainty amid uncertainty and to capitalize on structural opportunities in a volatile market environment [16][17].