Fund Description

An equity long/short fund, launched in December 2006, is the firm’s 1st flagship fund. The Fund maintains a consistent investment approach with a focus on liquidity, low directional exposure to equity markets. The Fund has three core investment strategies: value recovery, growth-at-a-reasonable-price equity and alpha shorts. Each underlying strategy aims to exploit inefficiencies primarily in the Greater China markets. Since the Fund’s inception, a disciplined approach to managing the investment process and portfolio risk, combined with a policy of stable strategy biases, has ensured that the Fund has produced solid compounded returns. Those returns exhibit low volatility as well as a low beta to equity markets and have provided meaningful downside protection in difficult market environments.

基金簡介

股票長短倉型基金,是公司2006年12月成立的第一只旗艦基金。本基金擁有三大核心投資策略:價值復甦、穩健成長類股票及阿爾法短倉。每一個策略都致力從大中華區信息不對稱的股票市場中獲得超額利潤。自基金建立伊始,一套嚴格的投資流程控制和風險管理方法,結合穩健的投資策略,保證了該基金能夠獲得強勁的複合回報。這些回報顯示出本基金在股票市場中的低波動、低風險的把控力以及在複雜環境下的防禦能力。

Foundation China Opportunity Fund’s Performance vs. Indices
邦德大中華基金對比各指數表現


 

 

Monthly factsheet download (English):
             下載簡報月刊 (中文):