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摩根30天持有期债券型基金将于5月26日起发行
Zheng Quan Ri Bao Wang· 2025-05-23 10:17
Group 1 - The core viewpoint of the articles highlights the growing popularity of short-term bond funds among investors due to the continuous decline in risk-free interest rates, with the total market size reaching 1.17 trillion yuan by the end of 2024, an increase of over 120 billion yuan from the previous year [1] - Morgan Asset Management is set to launch the Morgan 30-Day Holding Period Bond Fund on May 26, 2024, aiming to capture short-term bond investment opportunities while employing a multi-strategy approach to pursue yield growth [1] - Historical performance data indicates that short-term bond funds have demonstrated stable returns and low volatility, with the Wind Short Bond Fund Index achieving an annualized return of 3.44% over the past 18 years [1] Group 2 - The Morgan 30-Day Holding Period Bond Fund will be managed by experienced fund manager Ren Xiang, who has 15 years of financial industry experience and a strong focus on credit analysis and risk control [2] - The fund has shown strong performance, with a cumulative return of 9.39% since its inception on November 30, 2021, outperforming its benchmark and the Wind Short Bond Fund Index [2] - The fund's maximum drawdowns in 2022, 2023, and 2024 were -0.22%, -0.08%, and -0.26%, respectively, all better than the maximum drawdowns of the Wind Short Bond Fund Index during the same periods [2]