中加聚享昭利7月21日闪亮登场，“小步慢跑”捕捉产业升级机遇

Core Viewpoint - The "fixed income plus" strategy has gained attention from investors due to its risk-return balance amid declining bank interest rates and volatile equity markets since 2025 [1] Group 1: Strategy Overview - The secondary bond funds adopting the "fixed income plus" strategy typically use fixed-interest assets like bonds and certificates of deposit as a base, while incorporating stocks or other assets to enhance returns, aiming for capital preservation and appreciation [2] - The newly launched Zhongjia Ju Xiang Zhao Li 120-day holding period bond fund employs a "fixed income foundation + equity enhancement" strategy to help investors navigate a volatile market [2] Group 2: Historical Performance - Over the past 15 years, secondary bond funds have effectively captured opportunities during market uptrends and controlled drawdowns during market fluctuations, demonstrating a "slow and steady" characteristic with significant long-term allocation value [3] - In extreme market conditions where the CSI 300 index experienced a maximum drawdown exceeding 40%, the mixed secondary bond fund index had a maximum drawdown of only -12.02%, showcasing strong downside protection [3] Group 3: Asset Allocation Strategy - The ability of secondary bond funds to balance risk and return lies in their scientific stock-bond allocation strategy, which includes a dynamic balance mechanism that uses bonds for stable coupon income while allocating equity positions to capture excess opportunities during market uptrends [4] - The Zhongjia Ju Xiang Zhao Li 120-day holding bond fund focuses on high-grade credit bonds to ensure stable returns while flexibly adjusting duration and trading strategies based on market conditions to enhance yields [4] Group 4: Equity Asset Configuration - The fund employs a multi-strategy investment approach with a high proportion of stable positions and a low proportion of speculative positions, focusing on high-dividend and cash-rich stocks for stable income and defensive attributes [5] - It also considers mid-to-large cap value growth stocks to capture economic recovery and industry upgrade opportunities, alongside growth stocks in sectors like TMT and innovative pharmaceuticals [5] Group 5: Management Team and Expertise - The Zhongjia Ju Xiang Zhao Li 120-day holding bond fund is led by an experienced manager with 13 years in the securities industry, ensuring a robust investment strategy [6] - The fund manager has achieved a cumulative return of 32.42% since inception, significantly outperforming the benchmark [7] - The investment team at Zhongjia Fund consists of over 60 professionals, with most holding master's degrees and having over 7 years of industry experience, contributing to strong performance in both equity and fixed income investments [8]