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贝莱德与汇丰独家合作推出财富领航基金系列
Zhi Tong Cai Jing· 2025-06-30 03:22
Core Viewpoint - BlackRock has launched the BlackRock Wealth Navigator Fund Series to meet the diverse retirement planning needs of local retail investors, initially available exclusively to HSBC Hong Kong customers for the first six months [1] Group 1: Fund Offerings - The BlackRock Wealth Navigator Fund Series includes three comprehensive retirement solutions: the BlackRock Wealth Navigator Growth Fund, the BlackRock Wealth Navigator Growth and Income Fund, and the BlackRock Wealth Navigator Income Fund [1] - The Growth Fund is designed for early-career investors aiming for wealth accumulation and long-term compounding [1] - The Growth and Income Fund targets pre-retirees, balancing wealth appreciation and income [1] - The Income Fund provides stable income for retirees, addressing withdrawal phase needs [1] Group 2: Market Context and Strategy - Justin Christofel, the fund manager, emphasized the importance of tailored retirement plans amid rising inflation and market volatility, advocating for a diversified global investment portfolio that considers capital growth, income, and risk [1] - The fund series combines active and passive strategies across equities, fixed income, and alternative assets, offering a one-stop comprehensive solution for retirement financial planning [1] - Lei Minuo, head of wealth business for Greater China at BlackRock, highlighted the increasing demand from local investors for investment products that break traditional financial tools and cater to personal needs due to rising inflation and increasing life expectancy [1]