平安研究智选混合C

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平安研究智选混合A,平安研究智选混合C: 平安研究智选混合型证券投资基金2025年第2季度报告
Zheng Quan Zhi Xing· 2025-07-18 06:27
Group 1 - The fund aims for long-term capital appreciation while strictly controlling investment portfolio risks [3][4] - The fund's investment strategies include asset allocation, stock investment, bond investment, and various derivatives [3] - The fund's performance benchmark is a combination of the CSI 300 Index, the China Bond Index, and the Hang Seng Index [3] Group 2 - As of the end of the reporting period, the total fund shares amounted to 6,121,095.00 [3] - The net asset value of the fund's Class A shares was 1.0904 RMB, with a growth rate of 2.22% during the reporting period [9] - The net asset value of the fund's Class C shares was 1.0844 RMB, with a growth rate of 2.08% during the same period [9] Group 3 - The fund's investment primarily focuses on the manufacturing sector, targeting companies with strong competitive advantages and solid financials [8] - The fund maintains a portfolio of leading companies in niche markets, which have been undervalued due to industry downturns [8] - The fund's strategy includes monitoring changes in industry competition and adjusting holdings accordingly [8] Group 4 - The fund's Class A shares had a realized income of 2.22% over the past three months, while the benchmark yielded 1.62% [5] - The fund's Class C shares achieved a realized income of 2.08% over the same period, also outperforming the benchmark [5] - The fund's overall investment strategy is designed to provide a safety net through cash reserves and operating cash flow [9]