满足多样化投资需求 华安基金“固收家”交亮眼答卷

Core Viewpoint - In a low-interest-rate environment, "capital preservation" investment products have become a thing of the past, and fixed-income products remain a crucial choice for asset allocation among investors. Huaan Fund has reported impressive performance in its fixed-income product line as of the end of 2025, showcasing its expertise in the fixed-income sector [1][5]. Group 1: Performance Metrics - As of December 31, 2025, Huaan Fund's fixed-income funds achieved a three-year return of 11.08% and a five-year return of 18.38% [1][5]. - The pure bond funds under Huaan Fund recorded a three-year return of 9.61% and a five-year return of 16.96% [1][5]. - The mixed bond funds achieved a three-year return of 17.47% and a five-year return of 31.52% [2][6]. Group 2: Product Lines - Huaan Fund has developed a comprehensive product line called "Fixed Income Family," which includes three main categories: pure bond funds, "fixed income +" funds, and liquidity management funds [1][5]. - The pure bond fund category focuses on credit and interest rate strategies, while the "fixed income +" category offers products with varying risk-return profiles [1][2]. - The liquidity management funds include short- and medium-term bond funds and money market funds [1]. Group 3: Management Strategy - Huaan Fund's fixed-income team has established a refined operational system characterized by "modular strategies and standardized execution," focusing on both interest rate and credit strategies [2][6]. - The team employs a "1+N" multi-asset team management model, ensuring effective collaboration and specialization among team members [3][7]. - The Chief Fixed Income Investment Officer emphasizes the importance of asset allocation in "fixed income +" products to attract investors seeking stable long-term performance [2][6].