Bo Shi Growth Optimized Issue-Chen Pengyang at the helm annualized return of 15.

14% retracement large

Bo Shi Growth Optimized Issue: Chen Pengyang at the helm of annualized return 15.

14% retracement large

Sina Finance News On February 21, Boshi Growth preferably issued a two-year closed hybrid (A: 008966; C: 008967) official release, and the offering period was 2020-02-21 to 2020-03-05.

The benchmark for performance comparison is: CSI 800 Index Yield × 50% + Hang Seng Composite Index Yield × 10% + China Bond Comprehensive Wealth (Total Value) Index Yield × 40%.

In terms of stock investment strategy, a combination of “top-down” and “bottom-up” strategies will be used, which will combine quantitative and qualitative analysis to optimize stocks with sustainable growth and estimated advantages, and can invest in Hong Kong stocks.

  Fund manager Chen Pengyang, investment manager years 4.

In the past 50 years, the number of successive management funds was 9 and the number of in-service management funds was 3, with a total size of 21 funds under management.

13 billion.

He is a partial fund manager with an annualized return of 15.

14%, overall outperformed the CSI 300 Index; from the perspective of the management of partial debt products, in the long run, it outperformed the CSI Composite Bond Index with annualized returns.

5%.

Its longest-managed Boshi Yulong has had a term term of 102 since August 24, 2015.

61%, ranking high.

From a one-year risk analysis, Boshi Yulong has a downside risk9.

9%, high risk.

  Strategy: The combination of “top-down” and “bottom-up” strategies qualitatively and quantitatively combined with selected stocks. Growth is preferred for two years. Closed mixed investment goals: gradually increase the value of investment concepts, preferably sustainable, reasonable orUndervalued listed companies, under the strict control of risk reduction, share the listed company’s profit growth and pursue long-term stable value-added of its net asset value.

In closed operation, the product’s stock investment ratio is 0% -100% of the fund’s assets.

The benchmark for performance comparison is: CSI 800 Index Yield × 50% + Hang Seng Composite Index Yield × 10% + China Bond Comprehensive Wealth (Total Value) Index Yield × 40%.

  The investment strategy mainly includes three parts: asset allocation strategy, stock investment strategy, and other asset investment strategies.

Among them, the asset allocation strategy is to determine the investment ratio of equity securities and fixed income securities according to the economic cycle.

In fact, the stock investment strategy includes a stock choice and an industry choice.

Other asset investment strategies include bond investment strategies, derivative product investment strategies, and asset-backed securities investment strategies.

  Stock investment strategy: A combination of “top-down” and “bottom-up” strategies will be used to weigh the industry development trends, growth and investment value of listed companies. According to the real economy operation and industry development trends, the topObserve and select the booming and upward industries such as the operating situation of the downstream industries, and invest in stocks with reasonable prices through in-depth research on the fundamentals of listed companies.

Individual stock investment strategy: The growth value investment strategy (GARP strategy) will be used to invest in stocks, focusing on the matching of listed companies’ fundamentals and estimates, and also keeping an eye on the rationality of estimates while pursuing growth.

The combination of quantitative and qualitative analysis, the preferred stocks with continuous sustainability and estimated advantages as the core investment target of the Fund, including: (1) quantitative analysis of business performance and financial indicators; (2) qualitative analysis: from the industry space, industryAnalyze selected stocks in five aspects including structure, upstream and downstream, competitive advantage, and corporate governance.

  Fund Manager: Chen Pengyang has three products under management with a total scale of 21.

13 billion annualized returns15.

14% high risk According to wind data, Chen Pengyang, investment manager with a life of 4 years.

In the past 50 years, the number of successive management funds was 9 and the number of in-service management funds was 3, with a total size of 21 funds under management.

13 billion.

He is a partial fund manager with an annualized return of 15.

14%, overall outperformed the CSI 300 Index; from the perspective of the management of partial debt products, in the long run, it outperformed the CSI Composite Bond Index with annualized returns.

5%.

Data source: wind deadline: February 20, 2020 Data source: wind deadline: February 20, 2020 Data source: wind deadline: February 20, 2020 From its past management products, Bo Shi Ruili incidentDriven, Boshi Ruifeng determined that the return on the term of the Korean product was negative; other products received positive returns. Among them, Boshi Yulong has the longest management time. Since August 24, 2015, the term has returned 102.

61%, ranking high.

From a one-year risk analysis, Boshi Yulong has a downside risk9.

9%, high risk.

  His resume: 2008-2012 AAA CICC / Industry Analyst (VP), 2012-present Boshi Fund / Previous Analyst, Senior, Investment Manager.Since August 2015, he has been the fund manager of Bose Yulong’s flexible allocation hybrid securities investment fund.

From April 2016 to October 2019, he served as the fund manager of Bo Shi Rui 武汉夜网论坛 Yuan’s fixed-increasing flexible allocation hybrid securities investment fund (renamed Bo Shi Rui Yuan’s event-driven flexible allocation of hybrid securities investment funds (LOF)) from October 17, 2017.
From May 2016 to August 2018, he served as the fund manager of Boshi Ruili’s Flexible Allocation Hybrid Securities Investment Fund (renamed Bose Ruili Event-Driven Flexible Allocation Hybrid Securities Investment Fund (LOF)) from December 4, 2017.
Since August 2016, he has been the fund manager of Boshi Hongying’s regular open hybrid securities investment fund.

From August 2016 to October 2019, he served as the fund manager of Boshi Ruiyi’s Flexible Allocation Hybrid Securities Investment Fund (transformed into Boshi Ruiyi Event-Driven Flexible Allocation Hybrid Securities Investment Fund (LOF)) in February 2018.

From 夜来香体验网 August 2016 to March 2018, he served as the fund manager of Bose Hongyu’s 18-month regular open bond securities investment fund.
Since December 2016, he has been the fund manager of Boshi Hongtai’s regular open hybrid securities investment fund.

From March 2017 to October 2018, he served as the fund manager of Bose Ruifeng’s flexible allocation of regular open-ended hybrid securities investment funds.

From March 2017 to January 2019, he served as the fund manager of Bose Hongkang’s 18-month regular open bond securities investment fund.

  Looking ahead, Chen Pengyang believes that the short-term epidemic will have a certain impact on the domestic economy and some industries, but it is still optimistic about China’s future economic development potential.

In 2020, it is expected that the A-share market as a whole will show an upward trend in index shocks, and structural opportunities will continue to expand. It is predicted that the improvement will spread to high-performance industries and individual stocks.

The overall liquidity of A-shares is relatively abundant. Northbound funds are gradually increased and the market sentiment will gradually turn to optimism.