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【晨星潜力基金系列】:盘点四只值得关注的QDII基金
Morningstar晨星· 2025-08-21 01:05
Core Viewpoint - Morningstar Fund Research emphasizes independence and prioritizes investor interests by analyzing fund research teams and investment processes to help investors make informed decisions in fund selection [1] Group 1: Fund Overview - The fund "Guangfa Global Select Equity (QDII)" is categorized under Morningstar's QDII Global Equity Fund, with a performance benchmark of 60% RMB-denominated MSCI Global Index and 40% RMB-denominated Hang Seng Index. The fund manager primarily focuses on opportunities in US, European, and Hong Kong stocks [2] - The fund "Fuguo Blue Chip Select Equity (QDII)" is classified as a QDII Greater China Equity Fund, mainly investing in blue-chip stocks represented by the MSCI China Index, with a flexible allocation between Hong Kong, A-shares, and US stocks [6] - The "E Fund Short-Term USD Bond Fund (QDII)" focuses on short-term investment-grade USD bonds, implementing a refined investment operation with a clear investment process [10] - The "Bank of China USD Bond Fund (QDII)" employs a strategy based on Chinese USD credit bonds, supplemented by US interest rate bonds to enhance returns, providing stable risk-adjusted returns over the medium to long term [14] Group 2: Fund Potential - Fund manager Li Yaozhu has been managing "Guangfa Global Select Equity" since April 2021, with 14 years of securities experience and 9 years in investment, successfully capturing growth stock opportunities like Nvidia and TSMC, achieving an outstanding performance ranking in the top 8% of its category [3] - Fund manager Ning Jun, managing "Fuguo Blue Chip Select Equity" since August 2019, has demonstrated strong stock-picking ability across various sectors, focusing on companies with competitive advantages and growth potential [7][8] - Fund manager Qi Guangdong has led the "E Fund Short-Term USD Bond Fund" since June 2019, delivering excellent returns through a well-resourced international fixed income team [11] - The "Bank of China USD Bond Fund" is co-managed by Zheng Tao and Xing Ke, with a focus on short-duration Chinese USD credit bonds and dynamic adjustments based on market conditions to optimize returns [15][16]