Workflow
农银平衡价值混合基金
icon
Search documents
均衡权益仓位设计 农银平衡价值混合基金9月1日起发行
Zhong Zheng Wang· 2025-08-29 07:45
Group 1 - The A-share market is currently experiencing a phase of valuation repair and structural differentiation, leading to a configuration dilemma for investors who are concerned about high equity positions amid volatility and missed opportunities in fixed income [1] - The Agricultural Bank of China Balanced Value Mixed Fund will officially launch on September 1, featuring a core design of "30%-70% dynamic adjustment of equity positions" to provide a professional solution for investors seeking long-term returns with controlled risk [1][2] - The fund's design breaks away from the traditional single attribute of mixed funds, focusing on "large asset rotation" as the core strategy for portfolio construction [1][2] Group 2 - The 30%-70% equity asset allocation range is based on a dynamic decision-making framework that considers macroeconomic cycles, market valuation levels, and industry prosperity [2] - The fund aims to meet the core demands of three types of investors: those with moderate risk tolerance seeking a core position for family asset allocation, those looking for value appreciation for retirement savings through a "fixed income base + equity enhancement" model, and institutional investors using it as a balancing tool in their overall asset allocation [2] - The proposed fund manager, Liao Ling, has developed an investment system focused on "deep fundamental research + valuation safety margin" through various market cycles, emphasizing high ROE, low PEG, and strong cash flow in stock selection [3] Group 3 - Liao Ling plans to adopt a prudent building strategy for the new fund, balancing return expectations with volatility control, gradually accumulating a safety cushion while increasing equity positions [3] - The focus will be on selecting quality companies based on industry trends, performance trajectories, and fundamental stability, while also considering valuation to avoid high-valuation stocks that may experience significant volatility due to external shocks [3]