富国智悦稳健90天持有期FOF
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年内17只FOF募集规模均超10亿元
Zheng Quan Shi Bao Wang· 2025-11-12 02:44
人民财讯11月12日电,11月12日富国基金公告称,富国智悦稳健90天持有期FOF成立,募集规模17.93 亿元,获5835户有效认购。根据统计,年内以来新成立的FOF产品已超过60只,包括富国智悦稳健90天 持有期FOF在内,有17只产品的募集规模超过10亿元。 ...
以绝对收益为目标,一只“管家式”基金的求稳法则
聪明投资者· 2025-10-22 07:04
Core Viewpoint - The article discusses the rapid development of Fund of Funds (FOF) in China, highlighting its advantages in providing investors with diversified exposure to private equity funds at a lower investment threshold, especially during market volatility [2][4]. FOF Market Development - The FOF market in China has grown significantly since the launch of the first public FOF product in 2017, with the number of FOF funds reaching 517 and a total scale exceeding 160 billion yuan by the end of Q2 2023 [2]. - The performance of various types of FOF funds has been notably influenced by the volatility of the A-share market over the past three years, with lower equity allocations generally leading to better performance [4]. Performance Analysis - In the context of recent market fluctuations due to U.S.-China trade tensions, the upcoming 富国智悦稳健 90-day holding period FOF is positioned as a potential investment choice for risk-averse investors [4]. - The偏债混 FOF has shown superior performance compared to traditional equity funds, with a focus on high-quality pure bond funds to achieve stable returns while controlling risk [7][8]. Investment Strategy - The 富国智悦稳健 FOF aims to exceed the returns of pure bond fund indices by employing a strategy that includes a mix of high-grade credit bonds and a focus on stable income through coupon payments [9][11]. - The fund manager emphasizes a "middle-short duration + high-grade credit bonds + coupon strategy" to mitigate interest rate and credit risks while ensuring stable cash flow [9][11]. Multi-Asset Approach - The fund incorporates a diversified asset allocation strategy, including a small percentage of A-share equities (5%-30%), gold (≤10%), and cross-border assets (≤20%) to enhance risk diversification and achieve steady growth [14]. - The article references the successful multi-asset investment strategy employed by Harvard University, which balances stable returns with growth through technology and safe-haven assets [15]. Fund Manager Expertise - The fund manager, 张子炎, has extensive experience in multi-asset investment and has developed a robust selection process for identifying high-quality funds, focusing on liquidity, risk control, and stable returns [18][20]. - The selection criteria for equity funds prioritize high win rates and consistent outperformance against benchmarks, ensuring a resilient investment strategy [21].