东方红欣恒稳健3个月持有混合FOF
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在多元资产间寻找高“性价比” FOF舵手陈文扬的资产配置哲学
Zhong Guo Ji Jin Bao· 2025-11-10 06:15
在投资的广袤版图上,有人深耕一域,成为某类资产的专业猎手;有人纵览全局,放眼全球资产,成为多元资产配置的掌舵人。东方红资产管理的FOF基 金经理陈文扬,无疑属于后者。 陈文扬对跨市场、多类型资产研究深入,从不拘于单一市场,而是以多元资产配置为经纬,以精选基金为枢纽,为投资者构建能抵御风浪、亦能捕捉机遇 的产品——FOF。他的视野,跨越股票、债券、商品、黄金等领域,在宏观的叙事与微观的价值间,寻找珍贵的"更优解"。11月10日至21日,东方红资产 管理新推出由陈文扬管理的稳健型FOF——东方红欣恒稳健3个月持有混合FOF(A类025909、C类025910),以绝对收益策略来开展多元资产配置,追求 长期稳健表现。 投资研究以广度见长 且具有深度 先锋集团创始人约翰·博格曾说过:"在投资中,分散化并持有是唯一的真理。你永远无法预测哪个资产类别会表现最好。" 在FOF的管理中,东方红FOF团队有一套完善的流程,从设计策略、选资产、选中观行业、再选基金、最后落地成一个具体的FOF组合。因为要研究和投 资的资产品种较多,所以会侧重团队作战,充分发挥FOF团队的研究能力,基金经理作为一个中枢角色去负责FOF的管理。 根据 ...
在多元资产间寻找高“性价比” FOF舵手陈文扬的资产配置哲学
中国基金报· 2025-11-10 06:06
Core Viewpoint - The article emphasizes the importance of diversified asset allocation in investment management, highlighting the expertise of Chen Wenyang, a seasoned fund manager at Dongfanghong Asset Management, in managing multi-asset FOF (Fund of Funds) products to achieve stable returns and mitigate risks [2][4][16]. Group 1: Investment Strategy - Chen Wenyang employs a comprehensive approach to asset allocation, focusing on identifying high-odds and reasonable-win-rate investment opportunities across various asset classes, including stocks, bonds, commodities, and gold [10][14]. - The FOF management process at Dongfanghong involves a systematic strategy design, asset selection, and fund manager evaluation, leveraging team collaboration to enhance research capabilities [4][5]. - The newly launched Dongfanghong Xinheng Stable 3-Month Holding Mixed FOF aims to provide absolute return strategies through diversified asset allocation [2][16]. Group 2: Performance Metrics - The Dongfanghong Yihe Stable Pension Two-Year FOF, managed by Chen Wenyang, has demonstrated strong performance, ranking 5th out of 25 and 8th out of 61 in its category over the past five and three years, respectively [5][17]. - The fund's historical performance indicates a consistent ability to manage risks and achieve returns, with a net value growth rate of 6.57% in 2024, outperforming its benchmark [17]. Group 3: Asset Selection Criteria - Chen Wenyang emphasizes the significance of selecting assets with upward trends, noting that the choice of underlying assets is more critical than merely selecting funds [10][11]. - The FOF team utilizes both quantitative and qualitative research methods to evaluate fund managers, focusing on their investment logic and consistency in execution [15][16]. - The strategy includes a careful selection of fixed-income funds based on risk-return characteristics, prioritizing stability over high returns [15].
开展多元资产配置,FOF如何重新定义“稳健风格”?
Zheng Quan Shi Bao Wang· 2025-11-06 02:39
下半年以来,各大银行的一年期定期存款利率持续低于1%,货币基金七日年化收益率也普遍低于1.5%,想要获得稳定且可观的收益越来越难了……如何选 择基金产品,能够在稳健的前提下更好地追求财富的保值增值呢? 对于中低风险偏好的投资者来说,稳健型FOF基金是一个较为理想的投资品种。东方红资产管理带来一只新FOF——东方红欣恒稳健3个月持有混合FOF(A 类025909、C类025910)拟由经验丰富、历史业绩亮眼的基金经理陈文扬管理,以绝对收益策略,力争为投资者贡献长期稳健收益,11月10日至11月21日发 行(以管理人公告为准)。 FOF凸显多元资产配置的优势 随着多元资产配置为越来越多投资者所关注,FOF基金成为一支崛起的新力量。叠加市场利率持续下行,投资者对于多资产配置策略的稳健型FOF需求与日 俱增。 经过几年的发展,FOF已经从传统的股债组合,走向更具多样性的"多元资产配置"阶段,纳入商品、REITs、QDII等资产类型。FOF不仅仅是资产配置的容 器,更是穿越波动、对抗周期的重要工具。稳健型FOF以固收类资产打底,还可以配置权益、黄金、商品、境外基金等多元资产,不仅能有效分散风险,还 可能获取更多元的收益 ...