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“主投债还投股”的基金--多资产投资期望达到的效果是什么?
Sou Hu Cai Jing· 2025-06-24 08:45
Group 1 - The core concept of "mainly investing in bonds while also investing in stocks" is to enhance returns through a combination of fixed income and equity investments [1] - The investment objective of such funds is not merely to seek returns but to achieve a balance between risk and return, focusing on stable long-term growth [7][10] - The strategy aims to meet the needs of investors who seek to achieve steady progress in their investments while managing risks effectively [2][3] Group 2 - The inclusion of bonds in the investment portfolio provides stable interest income and capital gains, which can help smooth out the overall volatility of the fund [2][6] - The correlation between stocks and bonds is typically low, allowing for effective risk diversification through multi-asset investment strategies [3][6] - Historical performance data shows that these funds can outperform pure bond funds during bullish stock market conditions while providing better downside protection during market downturns [7][8]