Yifangda's intellectual advantages are mixed and divided into two categories, one is class A 0 1 1300 and the other is class C 0 1 130 1. Class A and Class C only have different charging methods, but the positions of the two funds are the same.
Theoretically, its expected risk and expected return are lower than those of stock funds, but higher than those of bond funds and money market funds. As the fund can invest in Shanghai-Hong Kong Stock Connect, it will face the risks brought by the differences in market systems and exchange rate risks.
E Fonda's intellectual advantages are mixed.
For a new fund, we can get a preliminary understanding from the perspectives of risk-return characteristics, investment strategy and fund manager.
1. Risk-return characteristics: The Fund is a hybrid fund. Theoretically, its expected risk and expected return are lower than those of stock funds, but higher than those of bond funds and money market funds. As the fund can invest in Shanghai-Hong Kong Stock Connect, it will face the risks brought by the differences in market systems and exchange rate risks.
2. Investment strategy:
Industry analysis: The Fund will comprehensively evaluate the investment value of various industries by analyzing factors such as industry prosperity, industry technical level, economic cycle and industrial policies, so as to determine and dynamically adjust the allocation of stock assets among industries.
Individual stock selection: The Fund will select companies with better fundamentals through comprehensive analysis of the following qualitative and quantitative indicators. Qualitative analysis includes R&D capability, market prospect, sales capability and corporate governance. Quantitative analysis includes profitability index, growth index, operational efficiency index and financial structure index.
3. Fund Manager: Mr. Qi He, Master of Science.
As a fund manager, the funds managed are:
E Fund Management Co., Ltd. E Fund Hui Ke flexibly allocates fund managers of hybrid securities investment funds (20 17 12.30 to 20 19 16.5438+0.27).
He is currently the fund manager of E Fund Management Co., Ltd. (from February 27, 20 17, 17).
E Fund's innovation drives the flexible allocation of fund managers of hybrid securities investment funds (from 20181211).
Yifangda New Silk Road flexibly allocates fund managers of hybrid securities investment funds (from 20181211).
Fund manager (March 2020 16 to present) and industry researcher of E Fund's high-end manufacturing hybrid initiated securities investment fund.