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银华华远多元配置六个月持有期混合(FOF)
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银华华远多元配置六个月持有期混合(FOF)正在发行
Zheng Quan Ri Bao Wang· 2026-01-30 09:16
本报讯 (记者王宁)作为专业资产配置和分散风险工具的FOF基金,正日益发挥着投资者资产配置的压舱石功能。记者获 悉,银华华远多元配置六个月持有期混合(FOF)(A类025835 C类025836)目前正在发行中,旨在为稳中求进的投资者提供 优质之选。 据悉,银华华远多元配置六个月持有期混合(FOF)关注中债、A股、港股、美股、黄金等的投资机遇,力争兼顾组合的 风险与收益。固收方面,重点关注纯债基金,力争获取较为稳健的底仓收益;权益方面,5%—30%的基金资产投资于股票、股 票型基金、混合型基金等权益类资产,博取超额收益空间。 (编辑 郭之宸) 为了更好地平衡风险收益比,银华华远多元配置六个月持有期混合(FOF)将采用"核心+卫星"的权益多资产多策略构建 组合,以红利质量策略为核心,海外、商品、景气成长等多策略为卫星的模式进行运作。一方面发挥红利质量策略波动较小、 弹性较低的特点,另一方面加入其他策略,避免单一投资策略无法适应复杂多变的市场结构,力求增强组合的环境适应性。 未来银华华远多元配置六个月持有期混合(FOF)拟由王嘉鹏担任基金经理,其主要从事大类资产配置、组合投资和基金 产品研究工作。回顾2015年以 ...
助力全球资产配置 银华华远多元配置六个月持有期混合(FOF)今起发行
Cai Fu Zai Xian· 2026-01-19 01:53
Core Insights - The article discusses the launch of a new fund by Yinhua Fund, the Yinhua Huayuan Multi-Asset Allocation Six-Month Holding Period Mixed Fund (FOF), aimed at providing investors with a tool for global asset allocation in 2026 [1][2] - The fund emphasizes the importance of diversified asset allocation in a changing global economic environment, focusing on low-correlation assets to enhance portfolio stability [1][2] Group 1: Fund Characteristics - The Yinhua Huayuan Multi-Asset Allocation Six-Month Holding Period Mixed Fund (FOF) is designed to invest in various assets including Chinese bonds, A-shares, Hong Kong stocks, US stocks, and gold, aiming to balance risk and return [1] - The fund's strategy includes a focus on pure bond funds for stable returns and a core dividend strategy in equities, supplemented by various satellite strategies such as overseas investments and growth sectors [1] Group 2: Manager Expertise and Performance - The fund is managed by Wang Jiapeng, who has experience in asset allocation and fund product research, with a notable past performance of the Yinhua Huafeng Three-Month Holding Period Mixed Fund (FOF) achieving a cumulative return of 3.34% since its inception, outperforming its benchmark by 4.03% [2] - The fund aims for long-term absolute returns while controlling drawdowns and enhancing the client holding experience through diversified risk management [2] Group 3: Market Context and Outlook - The article highlights the current economic landscape, noting a shift in growth momentum among major economies, changes in monetary policy, and geopolitical reconfigurations that are shaping new asset pricing logic [2] - Analysts suggest that with an increasing probability of a "soft landing" for the US economy and easing global trade tensions, risk assets are expected to outperform in 2026, although market differentiation will be more pronounced [2]