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华商安远稳进一年持有混合(FOF)
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华商基金孙志远:在合适的时点选合适的人 助力更好持基体验
Zhong Guo Jing Ji Wang· 2025-11-24 02:57
Core Viewpoint - The article highlights the advantages of Fund of Funds (FOF) in addressing common challenges faced by ordinary investors, such as difficulty in selecting funds and holding them long-term, with the launch of Huashang HuiXiang Multi-Asset Allocation 3-Month Holding Mixed Fund (FOF) as a solution [1][3]. Group 1: Fund Overview - Huashang HuiXiang Multi-Asset Allocation 3-Month Holding Mixed Fund (FOF) is being issued by Huashang Fund, a well-established public fund company with nearly 20 years of experience [1][5]. - The fund aims to provide long-term stable returns through a diversified asset allocation strategy, with equity allocation set between 5%-30% and the ability to invest in Hong Kong Stock Connect stocks [3][5]. - The fund has a minimum holding period of 3 months to encourage long-term investment habits among investors [3][5]. Group 2: Fund Manager Profile - The fund will be managed by Sun Zhiyuan, who has 13.6 years of experience in the securities industry, including 6.7 years in securities investment and 6.9 years in research and analysis [2]. - Sun Zhiyuan's investment philosophy focuses on providing a good investment experience even for investors entering at the worst market timing, emphasizing a combination of absolute and relative returns [2][5]. - Under his management, the Huashang Anyuan Stable Progress One-Year Holding Mixed Fund (FOF) ranked second in its category for A-class shares and first for C-class shares over the past year [2][6]. Group 3: Company Strengths - Huashang Fund has received multiple top ratings, including a 5A rating for three-year comprehensive fund management from Tianxiang Investment Consulting [5][8]. - The company has demonstrated strong performance in both active equity and fixed-income funds, ranking second in absolute returns for active equity funds over the past seven years and first for active fixed-income funds [5][8]. - The combination of Sun Zhiyuan's management experience and Huashang Fund's robust research capabilities positions the new fund to potentially offer a professional investment perspective and improved holding experience for investors [5].
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]