Yinhua Hua Securities ESG Leading Index is an index fund under Yinhua Fund Management Co., Ltd. It has the advantages of high transparency, performance closely following the index, low rates and simple operation. The proportion of the fund's equity assets to the fund's assets is not less than 90%, and the proportion of investments in the underlying index constituents and its alternative constituents is not less than 80% of the non-cash fund assets. The Fund strives to keep the absolute value of the average daily tracking deviation between the Fund's net value growth rate and the performance benchmark within 0.35% and the annual tracking error within 4%. The fund's performance benchmark is the yield of the China Securities ESG Leading Index× 95% + the bank demand deposit interest rate (after tax) ×5% for the same period.
The investment value is prominent, the professional ability is outstanding: the fund mainly adopts the full replication method to track the underlying index, that is, to construct the fund's stock portfolio in full accordance with the composition of the constituent stocks of the underlying index and its weights, and adjust accordingly according to the changes in the constituent stocks of the underlying index and their weights. Its tracking of the Huazheng ESG leading index is scientific, with excellent historical performance, larger sample space and more comprehensive representation of the performance of leading ESG companies in the market, achieving better decentralization and higher Sharpe ratio; more comprehensive composition, leading and growth, covering more comprehensively; the annualized yield in the past 10 years is as high as 12.75%, leading the mainstream A-share index, and the annualized volatility is relatively lower.
The accumulation of indexed investment is profound, and the quantitative vice president is at the helm: Zhang Kai, the proposed fund manager, joined Yinhua Fund in July 2009 and has successively served as assistant analyst, assistant fund manager and assistant director of the quantitative investment department, and is currently the deputy director and fund manager of the quantitative investment department. Since 2012, he has been the fund manager of several index funds in Yinhua. The total assets of the current fund are 3.844 billion yuan, and the best fund return during his tenure is 110.61%.
Founded in May 2001, Yinhua Fund is a fully licensed, comprehensive asset management company with business areas covering public fund management, social security fund investment management, pension management and other fields. As of June 30, 2021, the total assets of Yinhua Fund reached 530.554 billion yuan. So far, Yinhua Fund has won the Golden Bull Fund Management Company Award seven times.
Investment advice: The fund is an index fund, and its expected risk and return are higher than those of money market funds, bond funds, and hybrid funds. At the same time, the fund is a trading open-ended index fund, which has similar risk-return characteristics to the underlying index and the company represented by the underlying index, and it is recommended that investors with a certain risk tolerance participate. (Written by: Tianxiang Gu Baihao Wang Ziyang)
This article originated from the Financial Circle Network
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