Group 1: Fixed Income Plus Fund Tracking - The three categories of Fixed Income Plus products recorded positive returns, with mixed and stock-type funds rising by 0.74% and 0.66% respectively in December [2][13] - Fixed Income Plus funds have reduced their exposure to growth styles in equities while slightly increasing their stock positions [4][20] - The selected Fixed Income Plus fund portfolio outperformed the secondary bond index by 0.66% in December and by 0.98% in 2025 [5][24] Group 2: Pure Bond Fund Tracking - The medium to long-term pure bond fund index increased by 0.06% in December, with a total return of 0.83% for 2025 [31] - In December, pure bond funds adjusted their credit bond allocation upwards compared to November, indicating a strong consistency in credit strategy adjustments [6][34] - The selected pure bond fund portfolio outperformed the medium to long-term pure bond fund index by 0.16% in December and by 0.37% in 2025 [7][39]
固收+及纯债基金月度跟踪(2026年1月):优选持续贡献超额收益,纯债基金上调信用暴露-20260112
Huafu Securities·2026-01-12 06:30