华商中证800指数增强基金

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均衡配置 量化增强 华商中证800指数增强基金火热发售中
Xin Lang Ji Jin· 2025-07-30 01:01
Group 1 - The A-share market is currently undergoing asset revaluation and presenting structural opportunities, with the launch of the Huashang CSI 800 Index Enhanced Fund aimed at efficiently covering core A-share assets and capturing market alpha returns [1] - The CSI 800 Index, as a representative broad-based index, consists of stocks from the CSI 300 and CSI 500 indices, featuring a dual-driven structure of "value blue chips + growth leaders" [1] - The index includes a wide range of industries, from mature sectors like banking and food & beverage to innovative sectors such as semiconductors, electronics, and pharmaceuticals, indicating a rich investment logic [1] Group 2 - The Huashang CSI 800 Index Enhanced Fund employs a multi-factor quantitative stock selection model developed by Huashang Fund's quantitative investment team, combining big data mining with quantitative models to construct an enhanced stock portfolio while closely tracking the CSI 800 Index [2] - The fund will be managed by Dr. Deng Mo and Dr. Hai Yang, both of whom have extensive experience in quantitative investment and securities research [2][4][6] Group 3 - Dr. Deng Mo, the proposed fund manager, has over 14 years of experience in investment research, focusing on balanced allocation and leveraging quantitative models for stock selection [4] - Dr. Hai Yang has over 8 years of experience in the securities industry, specializing in risk and return monitoring through quantitative-driven approaches [7] Group 4 - Looking ahead, Dr. Deng maintains an optimistic outlook, believing that excess returns from active quantitative models will continue to show a stable upward trend amid structural market opportunities [8] - The overall market valuation is considered relatively reasonable, and liquidity remains ample, which is favorable for the performance of multi-factor quantitative models [8] - The strategy aims to achieve excess returns through diversified allocation while maintaining a stable tracking error close to the index [8]
一键布局A股核心资产 华商中证800指数增强基金8月1日结束募集
Zhong Guo Jing Ji Wang· 2025-07-29 05:50
Core Viewpoint - The current A-share market is undergoing asset revaluation and presenting structural opportunities, with the launch of the Huashang CSI 800 Index Enhanced Fund aimed at efficiently capturing alpha returns from core A-share assets [1] Group 1: Fund Overview - The Huashang CSI 800 Index Enhanced Fund is designed to cover core A-share assets and capture market alpha returns, serving as an efficient tool for investors [1] - The CSI 800 Index, a representative broad-based index, consists of stocks from the CSI 300 and CSI 500 indices, featuring a dual-driven structure of "value blue chips + growth leaders" [1] - The index includes a wide range of industries, from mature sectors like banking and food & beverage to innovative sectors like semiconductors, electronics, and pharmaceuticals, indicating a rich investment logic [1] Group 2: Investment Strategy - The fund employs a multi-factor quantitative stock selection model developed by Huashang Fund's quantitative investment team, combining big data mining with quantitative models to construct an enhanced stock portfolio [2] - The fund aims to achieve investment returns that exceed the target index while maintaining close tracking of the CSI 800 Index [2] - The fund will be managed by Dr. Deng Mo and Dr. Hai Yang, both experienced in quantitative investment and stock selection [2][3] Group 3: Manager Profiles - Dr. Deng Mo has over 14 years of experience in the securities industry, with a focus on balanced allocation and quantitative models to identify high-quality assets in high-growth industries [2][3] - Dr. Hai Yang has over 8 years of experience, specializing in risk and return monitoring across different sectors, aiming for excess returns through diversified allocation [3] Group 4: Market Outlook - Dr. Deng maintains an optimistic outlook, believing that excess returns from the active quantitative model will continue to show a stable upward trend amid structural market opportunities [4] - The overall market valuation is considered relatively reasonable, and liquidity remains ample, which is favorable for the performance of multi-factor quantitative models [4] - The strategy will focus on monitoring the recovery of various sectors and implementing a diversified allocation approach to achieve excess returns [4]
布局价值与成长 华商中证800指数增强7月14日正式发售
Zhong Guo Jing Ji Wang· 2025-07-11 06:25
Core Viewpoint - The launch of the Huashang CSI 800 Index Enhanced Fund aims to provide investors with an efficient tool to access quality assets while striving for excess returns through a quantitative investment strategy [1][3]. Group 1: Fund Overview - The Huashang CSI 800 Index Enhanced Fund was officially launched on July 14, 2025, and is designed to track the CSI 800 Index, which includes stocks from both the CSI 500 and the Shanghai and Shenzhen 300 indices [1]. - The fund employs Huashang Fund's mature active quantitative enhancement strategy to achieve returns that exceed the benchmark while effectively tracking the index [1]. - The CSI 800 Index covers 11 primary and 35 secondary industries, including both mature sectors like banking and food & beverage, as well as innovative sectors such as semiconductors and pharmaceuticals [1]. Group 2: Performance Metrics - Since its base date of December 31, 2004, the CSI 800 Index has achieved a cumulative return of approximately 326.30% and an annualized return of about 7.56% as of June 30, 2025 [1]. - The fund aims to leverage the long-term investment value of leading companies in various industries, particularly in the context of economic transformation and the development of new productive forces [3]. Group 3: Management Team - The fund will be managed by two experienced fund managers: Deng Mo, a mathematics PhD with over 14 years of experience in securities research and investment, and Hai Yang, also a PhD with over 8 years of experience [2][4]. - Deng Mo focuses on balanced allocation and utilizes quantitative models to identify high-quality assets in high-growth industries, while Hai Yang employs a quantitative-driven approach for systematic risk and return monitoring across different sectors [2]. Group 4: Fund Details - The fundraising period for the Huashang CSI 800 Index Enhanced Fund is from July 14, 2025, to August 1, 2025, with a maximum fundraising limit of 8 billion yuan [4].