华富吉丰60天中短债基金

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华富基金:以长期主义为笔 绘就固收投资“稳健底色”
Zhong Guo Ji Jin Bao· 2025-07-01 12:03
Core Viewpoint - The capital market is undergoing profound changes, presenting both opportunities and challenges, particularly for fixed-income products as traditional guaranteed wealth management products lose appeal due to declining bank deposit rates [1] Group 1: Company Strategy and Product Development - Huafu Fund has been deeply engaged in the fixed-income sector for nearly 20 years, launching a diverse range of products to meet the stable investment needs of clients in a low-interest-rate environment [2] - The company has introduced the "Huafu Fixed Income Family" sub-brand, covering various product lines including money market funds, bond index funds, and mixed-asset funds to cater to different risk preferences [2][3] Group 2: Performance and Achievements - Several fixed-income products have shown outstanding performance, with the Huafu Jifeng 60-day short-term bond fund achieving a return of 11.20% over the past three years, significantly outperforming its benchmark [3] - The Huafu Enhanced Return Bond Fund and Huafu Anxin Bond Fund have ranked in the top 13% and top 4% of their respective categories over the past year, showcasing the effectiveness of the company's investment strategies [3] Group 3: Team and Investment Approach - The success of Huafu Fund is attributed to the efficient collaboration and specialization within its team, led by experienced professionals who excel in various investment areas [4] - The fixed-income team employs a disciplined investment approach, utilizing quantitative credit rating models and risk hedging tools to manage credit risk and minimize portfolio volatility [6] Group 4: Future Outlook and Commitment - In response to the growing demand for stable investment options, Huafu Fund is actively exploring absolute return strategies, aiming to provide clients with investment tools that offer consistent performance regardless of market conditions [5] - The company is committed to enhancing investor experience through regular product dividends and stable returns, reinforcing trust between the fund and its investors [7]