【晨星潜力基金系列】：盘点四只值得关注的固收基金

Core Viewpoint - The article emphasizes the importance of selecting potential bond funds in a growing and diverse fund market, highlighting four noteworthy bond products for investors' consideration [1]. Group 1: Tianhong Yongli Bond Fund - Tianhong Yongli Bond Fund is managed by an experienced team led by chief fund manager Jiang Xiaoli, who has 15 years of experience in the securities industry, including 12 years in public fund management [3][4]. - The fund employs a clear investment process and a unique bond timing trading model, focusing on asset allocation and maximizing investment returns through a collaborative team approach [2][4]. - The fund's investment strategy includes a preference for high-quality companies with strong competitive advantages and reasonable valuations, with a focus on industry leaders [4][5]. Group 2: Anxin Target Return Bond Fund - Anxin Target Return Bond Fund is co-managed by Zhang Yifei and Huang Wanshu, utilizing a flexible allocation strategy between convertible bonds and pure bonds to achieve attractive returns [8][9]. - The fund shifted its investment strategy in 2021 to focus primarily on convertible bonds, with a typical allocation range of 40%-90% for convertible bonds since then [10][11]. - The fund's approach includes a combination of top-down and bottom-up investment methods, emphasizing in-depth research on company fundamentals to select undervalued convertible bonds [11]. Group 3: Western Li De Hui Xiang Bond Fund - Western Li De Hui Xiang Bond Fund is managed by Yan Zhiyong, who has 14 years of experience in the securities industry, focusing on credit bonds and flexible allocation of interest rate bonds and convertible bonds [14][15]. - The fund aims to achieve basic coupon income through high-grade credit bonds while enhancing returns with dynamic allocation strategies based on market conditions [16]. - The fund's investment strategy includes a focus on high-grade credit bonds, with a typical allocation of 80%-100% to credit bonds and a maximum of 20% to convertible bonds [16][17]. Group 4: Penghua Fenglu Bond Fund - Penghua Fenglu Bond Fund is led by Liu Tao, who has over 12 years of experience in the securities industry and has consistently delivered strong risk-adjusted returns [19][20]. - The fund focuses on high-grade credit bonds, employing a flexible investment process that includes duration strategies and credit spread optimization to capture market opportunities [19][20]. - The fund maintains a credit bond allocation of 80%-110% and a duration range of 0.5-4 years, with a leverage ratio of 100%-135% to adapt to market changes [20][21].