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- Type: Balanced Funds
- Date of Establishment: May 2006
- Transaction Code: 050007
- Feature:This is the first balanced fund issued by Bosera, focusing on the relative balance of asset allocation by investing both in equities and bonds. This fund is a new investment instrument with medium risk-return profile in Bosera¡¯s product line.
- Equity Investment: The fund seeks to create excess return for the investors and share the benefit of economic growth by applying dynamic portfolio management strategy and disciplined stock selection.
- Bond Investment: The fund seeks to create stable return by investing mainly in bonds with preferred maturity yield by performing active investment strategy under stringent risk management.
As products with medium risk-return
profile,balanced funds are suitable for individual investors who prefer low or medium risk,especially those require higher return than the bank deposit rate in the period;long term institutional investors such as National Social Security Fund and Pension Fund;and other investors aiming at long-term stable investment return;
- Record of Dividend Distribution: Allocated dividend of per 10 fund units were RMB10.61 as of December 31,2007.
- Performance
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