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华商嘉逸养老目标2040三年持有混合发起式(FOF)
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孙志远管理 华商安远稳进一年持有混合(FOF)C近1年业绩同类第一
Xin Lang Ji Jin· 2025-11-18 01:21
Core Insights - The long-term performance of investment products managed by Sun Zhiyuan from Huashang Fund is impressive, with several FOF products significantly outperforming their benchmarks [1][2][4] Performance Summary - Huashang Anyuan Stable One-Year Holding Mixed (FOF) A achieved a net value growth rate of 13.16% over the past year, surpassing the benchmark of 6.19%, ranking second among peers [3] - Huashang Anyuan Stable One-Year Holding Mixed (FOF) C recorded a growth rate of 12.72%, also exceeding the benchmark, and ranked first in its category [3] - Huashang Jiayue Balanced Pension Target Three-Year Holding Mixed (FOF) A had a net value growth rate of 20.94% over three years, outperforming the benchmark of 17.87% [2][3] - Huashang Jiayi Pension Target 2040 Three-Year Holding Mixed (FOF) A achieved a growth rate of 21.50%, exceeding the benchmark of 15.65% [2][3] Investment Strategy - Sun Zhiyuan's investment methodology includes using mid-term market trend models to identify asset rotation and employing a three-dimensional evaluation system for fund managers [4] - The investment approach focuses on absolute return strategies and emphasizes risk control to enhance returns for FOF products [4] Fund Management Strength - Huashang Fund has received a 5A rating from Tianxiang Investment Advisors for its comprehensive three-year performance, indicating strong management capabilities [4][9] - The fund's active equity and fixed income funds have ranked highly in absolute return performance over the past seven years [4][9] Upcoming Fund Launch - A new fund, Huashang Huixiang Multi-Asset Three-Month Holding Mixed (FOF), is set to launch on November 17, 2025, leveraging Huashang Fund's research strength and Sun Zhiyuan's investment strategy [5][6]