How about the ICBC Healthy Living Mixed Fund?
The new fund has no historical data, but the experience of the fund is open. You can know the past performance of the fund manager, and at the same time, you can understand the fund by combining the risk-return characteristics, investment strategy and investment subject of the fund.
Risk characteristics: The Fund is a hybrid fund, and its expected return and risk level are lower than those of equity funds, but higher than those of bond funds and money market funds. If the Fund invests in Hong Kong-listed stocks, it must bear the unique risks brought by the differences in investment environment, investment targets, market system and trading rules under the mechanism of Hong Kong-listed stocks.
Investment strategy: Individual stock investment strategy is a combination of qualitative analysis and quantitative analysis, which examines the market valuation and industry fundamentals from top to bottom, and determines the portfolio allocation from bottom to top by examining the changes in sub-industries, the latest progress in prices and technology, and the competitiveness of individual stocks. Focus on listed companies that can persist in research and development and use advanced technologies and innovative models. By further evaluating the valuation level, we finally choose the stocks of listed companies with high quality and reasonable valuation for investment. .
Theme definition: the theme of healthy living defined by the fund includes three aspects: physical health, material health and mental health. The fund will focus on investing in listed companies with the theme of healthy living, specifically: physical health refers to industries and companies engaged in medical and health-related products and services. Material life and health specifically refers to industries and companies engaged in products and services related to the basic needs of residents such as food, clothing, housing and transportation. Mental health refers to industries and companies engaged in related products and services that meet the physical and mental health needs of residents.
Fund Manager: Mr. Tan, China nationality, Doctor of Clinical Medicine, Peking Union Medical College, Tsinghua University. The fund manager's education information conforms to the theme of healthy life, and he will have an advantage in stock selection.
As a fund manager, the funds managed are:
Since September 2, 2065438, he has been the fund manager of equity securities investment fund in health care industry of ICBC Credit Suisse Bank. Since July 30, 2065438, he has served as the fund manager of equity securities investment fund in medical and health industry of ICBC Credit Suisse Bank. 20 19 12 performed the duties of fund managers of ICBC Credit Suisse Pension Equity Securities Investment Fund and ICBC Credit Suisse Frontier Medical Equity Securities Investment Fund. Since February 2020, he has also served as the fund manager of Huaan Innovation Securities Investment Fund;