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在波动的市场中,看细水长流
Zhong Guo Zheng Quan Bao· 2025-11-18 04:22
Core Viewpoint - The current market environment, characterized by declining risk-free interest rates and fluctuating equity markets, has led investors to seek investment tools that can withstand market volatility while providing stable returns. The mixed bond secondary fund index has shown strong resilience, particularly in years when the CSI 300 index yielded negative returns, making it appealing to investors looking for balanced risk and return [1][2]. Group 1: Product Characteristics - The Huatai-PineBridge Dual Enjoyment Bond Fund is positioned as a low-volatility product, with at least 80% of its assets allocated to the bond market and 0-20% to equity assets. This allocation allows for sufficient stability while providing opportunities for enhanced returns through diversified sources [1][3]. - The fund aims to optimize the balance between risk and return through scientific asset allocation and leverages the company's overall research advantages to achieve commendable performance [1][2]. Group 2: Management Team - The fund is managed by three experienced fund managers: Song Peng, who has 13 years of investment management experience and a strong understanding of the bond market; Sun Dan, who has a solid background in convertible bonds; and Ru Yihan, who specializes in fixed-income asset management [3]. - The collaboration among the fund managers enhances the management of the portfolio, focusing on strict credit rating systems and individual bond selection to mitigate credit risk while ensuring diversified equity investments [3]. Group 3: Target Investor Profile - The Huatai-PineBridge Dual Enjoyment Bond Fund is particularly suitable for investors seeking stable asset appreciation without significant fluctuations. It can serve as a core allocation within a diversified investment portfolio that includes stocks, bonds, and cash [4]. - The fund aims to provide a reliable investment option in uncertain markets, focusing on controlling drawdowns while striving for long-term stable growth through diversified asset allocation [4].