华宝兴业基金管理有限公司

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Fund Overview  

Investment scope:

The fund will invest in financial assets with high liquidity such as the issuing or listed corporate stocks, bonds, money market investment tools, asset backed securities, options and other financial tools that could be invested by the fund according to the regulations of China Securities Regulatory Commission.

Investment Strategy:

1.  Asset Allocation Strategy: The fund adopts active asset allocation strategy, based on macro economics indicators,  fiscal and monetary policies, and market liquidity indicators etc.

2.  Stock Investment Strategy: The definition of service industry in this fund is based on CSRC Industry Classification Guidance, including service relevant first tier and second tier sub-sectors,  covering Utility, Finance, Real Estate, Social Services, Agriculture Services, Mining Services and Information Services etc. This fund will dynamically allocate benefited sectors in certain period base on the macro and industries circle factor, industry policy, economic and social factors, etc. The fund will pick up stocks through value factors (PE, PB, PS, PCF, etc) and growth factors (Growth Rate of Net profit and primary business income, ROE, Margin, etc).

3.  Fixed Income Investment Instruments Investment Strategy: In order to provide liquidity for the fund, and grasp profit as much as possible, the fund adopts a top-down methodology to manage its fixed income portfolio.

4.  Other Financial Instruments Investment Strategy: To improve performance and control portfolio risk, the fund could invest in other financial instruments such like options etc.

DISCLAIMER & DECLARATION

Fortune SG Fund Management Co.,Ltd. 58/F Shanghai World Financial Center,100 Century Avenue,ShangHai,China 200120

TEL:+86 21 38505888Office Fax:+86 21 38505777Hot Line:400-700-5588Customer Service Fax:+86 21 38924555

Website:www.fsfund.com