Fund Overview
Objective: The fund aims to beat the benchmark and maximum excess returns by constructing a dynamic portfolio.
Scope: Stocks 60%-95%; Bonds 0%-40%; Cash or short-term government bond 5%.
Investment Strategy: The fund adopts a “bottom-up” strategy to select individual stocks and grips market trends by adjusting the attribution of value factor and growth factor.
Calendar Year Performance
| 2009 | 2010 | 2011 | 2012 | 2013 | 2014 |
Fund | 73.56% | -5.46% | -21.11% | 1.24% | 11.18% | 31.82% |
Hwabao WP Fund Management Co.,Ltd. 58/F Shanghai World Financial Center,100 Century Avenue,ShangHai,China 200120
TEL:+86 21 38505888丨Office Fax:+86 21 38505777丨Hot Line:400-700-5588丨Customer Service Fax:+86 21 38924555
