Core Viewpoint - The "fixed income +" strategy is gaining traction as a new consensus in the market, focusing on the combination of stocks and bonds to rebalance risk and return, becoming a core focus for household asset allocation [1]. Group 1: Fund Overview - The Southern Yiwen Stable Income Bond Fund, managed by Southern Fund and custodied by Guangfa Bank, officially launched on July 28, with strong investor interest on the first day [1]. - As a low-volatility secondary bond fund, Southern Yiwen employs a stock-bond hybrid strategy aimed at controlling risk while maximizing returns, aligning with the characteristics of secondary bond funds [4]. Group 2: Brand and Management - Southern Yiwen is part of the "Guangfa Selected" series, a key brand in Guangfa Bank's fund business, which aims to provide professional services for long-term stable returns to investors [4]. - The fund will be co-managed by experienced fund managers Liu Shukun and Liu Yicheng, both of whom have extensive backgrounds in investment management [4][5]. Group 3: Fund Managers' Expertise - Liu Shukun, with nearly 21 years of experience and over 13 years in investment management, emphasizes a research-driven, value-investing approach, focusing on large-cap and value stock opportunities [4]. - Liu Yicheng, possessing 17 years of experience and over 15 years in investment management, specializes in comparative research of major asset classes and is adept at convertible bond investments, particularly in a declining bond yield environment [5].
火爆!这只基金首日认购即掀热潮
中国基金报·2025-07-29 02:01