华宝兴业基金管理有限公司

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Benchmark

80% CSI 300 index + 20% SSE Gov bond index

Investment Objective

The fund aims to achieve long-term and stable growth of the fund assets with risk control the priority by investing in companies with growing prospects and in line with the national industrial policies and economical development trends.

Investment Strategy

In the large assets allocation level, the fund mainly analyzes macroeconomics, fiscal policy and capital market. This provides a thorough understanding of the stock and bond market. And along with the change of the market risk, the ratio of large assets will be changed to optimize the investment portfolio.

This fund will use both top-down and bottom-up selection methods and multi-layer quantitative and qualitative analyzing methods to determine the asset allocation and single stock selection, by analyzing those policies and events that may have a huge impact on the current or future value of the industry and the single stocks.

The fund take the top-down strategy to determine the duration of the fixed income portfolio, and take the bottom-up strategy to select single bonds to build up the fixed income portfolio.

The fund may participate in index futures. According to the risk management policies, the fund will choose to invest in those liquid, active futures contracts. To manage the overall risk of the portfolio, the fund will hedge in the futures market by analyzing the trend of equity market and futures market.

Under the rules of law, the fund will cautiously use warrant and other financial tools to manage the fund’s portfolio in order to improve investment efficiency, to mitigate risk and achieve better performance.

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