工银稳健瑞盈一年持有债券

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攻守相济助力资产配置 工银稳健添益债券7月14日起发行
Zhong Guo Jing Ji Wang· 2025-07-11 06:52
Core Viewpoint - The "Fixed Income +" strategy is gaining popularity in the market, with mixed secondary bond funds offering a balanced approach to meet investors' demand for stable investment options [1] Group 1: Product Overview - The ICBC Steady Gain Bond Fund (Class A: 024528, Class C: 024529) was launched on July 14, aiming to provide investors with a better risk-return profile [1] - The fund invests at least 80% of its assets in bonds, while equity and convertible bonds account for 5%-20% of the total assets, with a dual market strategy in A+H shares [1] Group 2: Fund Management - The proposed fund manager, Zhuang Yuan, has 21 years of experience in the securities industry and 14 years in investment management, focusing on fixed income [2] - Zhuang is known for her strong credit risk management skills and her ability to identify high-certainty investment opportunities [2] Group 3: Performance Metrics - The ICBC Steady Yield One-Year Holding Bond Fund and ICBC JuRui Mixed Fund have shown stable performance under Zhuang's management, with returns of 6.55% and 5.14% respectively as of June 30, 2025 [3] - The maximum drawdown for the ICBC Steady Yield One-Year Holding Bond Fund since Zhuang took over is 2.4%, significantly lower than the industry average of 5.29% [3] Group 4: Research Team - The ICBC Credit Research Team consists of 42 members, including 16 investment professionals and 26 researchers, covering a wide range of fixed income research areas [4] - The team has established a horizontal information-sharing mechanism to enhance collaboration between investment and research [4] Group 5: Target Investors - The ICBC Steady Gain Bond Fund is suitable for three types of investors: those seeking stable returns with low risk, those looking to improve yields through "Fixed Income +" products, and those wanting to diversify their portfolio [4]