债筑底股增强 2026年您需要了解的投资平衡术

Core Viewpoint - The evolving market environment is prompting investors to reassess asset allocation strategies as they seek a balance between yield and volatility control, with a focus on flexible investment products that combine stability and growth [1] Group 1: Investment Strategy - The secondary bond fund strategy focuses on investing primarily in fixed income securities while allocating no more than 20% to equities, aiming to enhance returns and achieve long-term stability [2] - Over the past decade, the average return of secondary bond funds reached 50.16%, with returns increasing over longer holding periods [4] Group 2: Product Features - The "Hui Tian Fu Dual Enjoy Return Bond Fund" stands out among secondary bond funds, achieving a 1-year growth of 11.44%, significantly outperforming its benchmark of 4.77% [7] - The fund allows investment in Hong Kong stocks, utilizing up to 50% of its equity allocation for this purpose, thereby enhancing potential returns [11] - Managed by experienced fund managers, the fund aims for a synergistic effect through combined expertise [11] - The fund prioritizes absolute returns with a focus on stable assets, selecting high-quality credit bonds while controlling credit risk [13] - It offers flexible liquidity with no lock-in period, allowing investors to redeem shares easily [15] Group 3: Market Context - As the market approaches 2026, the importance of finding products that balance returns and investor experience is emphasized, suggesting that a stable investment approach may be more beneficial than chasing short-term trends [15]