2008 is "bond funds year", because this year the new issue of bonds issued the sum of the base calendar year than ever before. 2009 is "index funds year" ditto. Is expected, 2011 will will is "capital preservation fund years", because this year new issued of capital preservation fund number will is has may will over past of all, this main is benefit Yu on October 26, 2010 on capital preservation fund of guidance views under began implemented, it restrictions has capital preservation fund of assets configuration limit, allows capital preservation fund investment stock index futures, and in net assets, and guarantees scale, aspects relax has on guarantees company of limit. In the recent upsurge of capital preservation funds issued in Cathay capital preservation fund is one of which features a more distinct. The Fund worth concern of local: recommended reading · fengji instant investment value ranking
· users real disk PK star Fund annual report display Fund tight at inflation Central Bank first to "in-depth" promoting small QFII pilot new Fund method try solutions two disaster institutions arbitrage played tricks ETF was huge redemption private equity hedge provisional no door easy party up Department three Fund together increased warehouse China heavy steam [hexun know] will cast 1000 Yuan suitable did slightly high of income expected the Fund of stock investment design proportion ceiling more past improve has 10%, is for "40%". For maximum risk asset investment increases, aim may be to let the Fund as much as possible at an appropriate time for higher gain. In addition, futures hedging techniques have also been written into the contract of the Fund, to the Fund's assets had increased the risk of a new safety and security.
It is because of these new content, this article title is ultimately determined to be: "avoid risk, focus on capital preservation, weak, and aggressive, moderate, strong positive." Capital preservation fund is capital preservation of historical performance schedule shows the historical performance of the Fund. We can see by the table, in the bull/bear contracts of dramatic transformations in the past five years, capital preservation has made good on the whole income of the Fund, that is, when the underlying market a good time to go, capital preservation fund can obtain a higher income when bad market when the basis, overall net loss rate on capital preservation fund limited. From a complete break cycle of view, on the whole can be profitable.
This situation shows that capital preservation funds as a principal has to have a clear safety and security of the Fund, is expected to let investors get better returns. Cathay capital guaranteed income as one of the old 10 venture capital firms, guotai fund management company also is one of the few, very early on owns one of the capital preservation fund. The company management has in the past has made better performance in several capital guaranteed fund.
2004 of country Thai gold as capital preservation, expires Shi of income rate for 95.25%; 2006 of country Thai gold deer capital preservation a period, expires Shi of income rate for 52.08%; 2008 of country Thai gold deer capital preservation second period, expires Shi of income rate for 7.45%; currently is run of, and 2010 of of country Thai gold deer capital preservation three period, as on March 18, 2011, its "established yilai" of net growth for 0.8%. Research Director to personally take the Cathay capital preservation fund is to be appointed manager of mixed type Mr Sha 骎, his current guotai fund management company's Director of research, and trade Management Department Director. This time he proposed have two points: first, in the market in the past, Director of Research Department primarily as higher risk fund of funds managers and the quasi-head of the capital preservation fund of funds Manager, estimates may be related to his interest in preferences, business expertise, understanding of the capital preservation fund, and other factors. Second, in an existing record in the market, trading Director of management, or if anyone as a Fund Manager with a working background, management of the course is also a higher risk of equity funds, and are mainly small, trade policies, flexible, high exchange rate of the Fund. The Sha 骎 quasi-head of the Cathay capital preservation fund manager and stock investment ceiling of the Fund has improved the 10% at design time, whether there is a risk in the future for flexible investment assets, effective increase profitability, risk avoidance and a series of factors considered in a timely manner?
