Fund Description

A multi-strategy fund, launched in March 2016, is the firm’s 2nd flagship fund. The Fund maintains a consistent investment approach with a focus on liquidity, low directional exposure to equity or credit markets. The Fund has three core investment strategies: credit, income-producing utility and growth-at-a-reasonable-price equity. Each underlying strategy aims to exploit inefficiencies primarily in the US 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 and credit markets and have provided meaningful downside protection in difficult market environments.

基金簡介

多元策略型基金,是公司於2016年3月成立的第二支旗艦基金。本基金專注投資於高流動性的二級債券及股票市場。本基金擁有三大核心選股策略:債券、高分紅公共事業類股票及穩健成長類股票。每一個策略都致力從美國市場中獲得穩健超額利潤。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,保證了本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及債券市場中對低波動、低風險的把控力以及在複雜市場環境下的防禦能力。

邦德美元資產分紅+成長基金的優勢

• 境內資產收益率下行,美國政府和企業發行的債券和股票投資價值凸顯
• 美元強勢,投資者對美元計價資產的需求提高
• 中港美元理財產品選擇面較窄且收益率較低,本產品以美元認購,滿足美元理財需求
• 專注美國,不投中國公司發行的美元債券或股票,充分規避人民幣及其它新興市場貨幣貶值造成的新興市場企業發行的美元債違約風險
 


 
 

主投美國政府和企業發行的債券和股票


 
 
美國國債收益高過中國國債,且是金融危機最佳避險工具,例如在2008年全球金融危機,和今年以來的市場動蕩裡,不跌反穩中有升。  

 

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