建信丰泽债券基金
Search documents
当下投资,如何平衡风险与收益?
中国基金报· 2025-10-27 01:07
Core Viewpoint - The article emphasizes the potential of "fixed income +" products as a suitable investment tool for participating in the current A-share market while managing risks effectively [1][2]. Market Environment - The current market environment presents opportunities in both equity and bond markets, with limited downside potential for bonds and a gradual increase in risk appetite driven by macroeconomic factors [2]. - The expectation of incremental policies in the fourth quarter is fostering optimism regarding macroeconomic recovery and corporate earnings improvement [2]. Performance of "Fixed Income +" Products - "Fixed income +" products have shown strong performance, with the secondary bond fund index yielding nearly 8% over the past year, outperforming the China Bond Index while exhibiting lower volatility [1][2]. - The number and scale of secondary bond funds have increased significantly, with the count rising from 564 to 635 and total assets growing from 719.17 billion to 839.76 billion, representing increases of 13% and 17% respectively [1]. Fund Management and Strategy - The newly launched "Jianxin Fengze Bond Fund" aims to flexibly capture opportunities across equity and bond markets, with a minimum of 80% of assets allocated to bonds and 5% to 20% to equities [4]. - The fund will be managed by experienced fund managers, 彭紫云 and 薛玲, who bring a combined 24 years of experience in securities and fund management [4][6]. Historical Performance of Existing Funds - Jianxin's existing bond funds have demonstrated significant performance, with the Jianxin Dual Bond Enhanced Bond A achieving a 6-month return of 3.28%, significantly outperforming its benchmark [5]. - Jianxin has successfully launched nine secondary bond fund products, with three established for over ten years, achieving total returns exceeding 100% [7].
当下投资,如何平衡风险与收益?
Zhong Guo Ji Jin Bao· 2025-10-27 00:28
Group 1 - The A-share market has shown significant volatility, with the Shanghai Composite Index and Shenzhen Component Index rising by 25.61% and 41.29% respectively since April 8, leading investors to seek opportunities while being cautious of potential market corrections [1] - "Fixed Income +" products have performed well in the past year, with the secondary bond fund index yielding nearly 8%, outperforming the China Bond Index, while also exhibiting lower volatility and drawdown compared to the Shanghai Composite Index [1][2] - The number and scale of secondary bond funds have increased from 564 to 635 and from 719.17 billion to 839.76 billion respectively, marking growth rates of 13% and 17% [1] Group 2 - The macroeconomic environment characterized by "weak recovery + stable growth" is gradually enhancing risk appetite, with expectations for incremental policies in the fourth quarter [2] - Long-term, "Fixed Income +" products demonstrate strong market adaptability, primarily investing in bonds while also allocating a portion to convertible bonds and equities [2] - The newly launched Jianxin Fengze Bond Fund aims to flexibly capture opportunities across equity and bond markets, with a minimum of 80% of assets allocated to bonds and 5% to 20% to equities [3] Group 3 - The Jianxin Fengze Bond Fund will be co-managed by experienced fund managers, with a focus on leveraging their expertise in fixed income and equity investments [4] - The fund managers have demonstrated significant performance, with the Jianxin Double Bond Enhanced Bond A achieving a 3.28% return over the past six months, significantly outperforming its benchmark [4] - Jianxin Fund has successfully developed nine secondary bond fund products, with three established for over ten years, providing substantial returns for investors [4]