First, investment advice
investment advice: a positive recommendation. For the following reasons:
clearly this is only to growth stock funds as investment targets, and flexible operation strategies, and Yawei this investment philosophy and investment style is very similar, can be said that the only funds tailored for a fund Yawei.
in the weak efficient market, the fund manager's active management is especially important. ability to actively manage the fund effectively timing stock selection, access to beyond the market even beyond similar results. from the fund management companies and fund managers operating history, active management showed strong ability to get over the possibility of larger gains.
Second, the fund characteristics
Investment Objective: The flexible use of various investment strategies and the use of the market to fully tap the potential investment opportunities and seek long-term fund assets, sustained value.
the scope of investment: Fund equity ratio of total fund assets, the range of 30% 80%, bond fund assets, the proportion of investment accounted for the range of 0 to 70%, asset-backed securities investment fund assets account for the proportion of the range of 0 to 20%, warrants investment accounts for the ratio of net asset value range of 0 to 3%, cash and less than 1 year maturity government bond fund net asset value of not less than 5%.
benchmark: benchmark rate of return in Shanghai and Shenzhen 300 Index = t55% + rate of return on the Government Bond Index yield t45%
raise time: October 20, 2008 until November 20, 2008
summarized the characteristics of this fund: This fund is a fund allocation, risk and return characteristics of equity funds is lower than that.
Third, the fund management company features
fund managed by China. Huaxia Fund, founded in 1998, is one of the old ten fund companies, the existing 15 equity funds, fixed income funds 5, 202.5 billion in assets under management, assets under management at quarter-end is the second largest fund company.
the company a more stable platform, Fan Yonghong, general manager of China was founded in 1998 after the fund management company, has served as general manager. The company management team stability , as executive vice president of Teng Tianming, and Fan Yonghong Zhang Houqi is formed with a veteran of the company; gold fund manager and deputy general manager of the company is also pioneering veteran Yawei.
shareholders of the Fund is the CITIC Securities Co., Ltd., holds a 100% of the shares on March 22 .2008 alternative Ling Xinyuan Wang Dongming, chairman of the board of any company. Wang Dongming, chairman of CITIC Securities is now, who has Huaxia Securities, director of international investment banking, along with the Fan Yonghong, general manager of Huaxia Securities in the original work under Shao Chun, Fan Yonghong is the same as the CSRC and the vice president. This is conducive to communication between directors and the management layer, is conducive to China to maintain stability fund.
Fourth, investment research team
China fund company has the industry leading investment research team . Huaxia Fund management team, there are star fund manager Yawei, Sun Jian Dong, Liu moving, Zhang Yi Chi et al.'s strong overall performance of the Fund .2007 China Fund 2 Fund in the top 10, other funds are in similar Qiansan results one-half or so. Deadline October 17, this year ranking in eight stock funds had two top 10,4 only the top 20.
Yawei aspiring fund managers of the fund. Yawei, Economics Master. He was business manager of CITIC International Cooperation, China Securities Co., Ltd. In 1998, research manager joined the Huaxia Fund Management Co., Ltd., served as the Fund Hing Wah (Summary reviews) Assistant fund manager, fund manager (April 28, 1998 to 2002 the period of January 8), China growth (Summary reviews) fund manager (December 18, 2001 to 2005 between April 12). the current Chinese market selection (Summary reviews) fund manager (2005 December 31 office from the date). Yawei is China, one manager. He featured in the management of Chinese market (Summary Review), the performance is outstanding, rate of return of 226% in 2007, the 172 equity funds ranked No. 1 in 2006 rate of return of 153.96%, in 97 equity funds ranked in the 11. From the performance point of view, Yawei is the industry's best fund of fund managers. Yawei flexible operating characteristics, operating an active high turnover.
this year, the company's total outstanding equity funds.
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