The specific investment strategy of this fund includes three parts: fund investment strategy, bond investment strategy, and derivative investment strategy:New Delhi Investment
1. Fund Investment Strategy This Fund’s Fund Fund Investment will invest in the fund allocation of the fund benchmark index. The specific methods are as follows:
1) According to the composition and weight of the sample fund in the performance benchmark index, consider the scale, tracking error, cost, liquidity and other factors of each component fund, copy or sample selection fund varieties in the sample fund, and form the preliminary fund pool.
2) The optimization analysis is performed through the quantitative model, and the fund construction combination is selected from the preliminary fund pool.The optimized goal is to maximize the correlation coefficient of the daily yield sequence of the combination and performance benchmark index, and to solve the weight of each fund in the group.
3) When the benchmark configuration ratio is adjusted regularly or irregularly, re -calculate the quantification model and adjust the combination accordingly.
In addition, the Fund can choose to invest in other funds appropriately as an auxiliary investment strategy, and strives to increase investment income under the premise of controlling risks.When investing in other funds, the Fund will comprehensively consider two factors: qualitative and quantitative factorsKolkata Investment. The qualitative indicators include the management experience of the fund manager of the fund, the fund’s investment goals, the structure and stability of the fund management team, and the ability to control risk control.Quantitative indicators include product scale, historical performance, level of rates and liquidity.On this basis, combined with factors such as the principles of investment in different markets in different markets in the world, and the risk -income characteristics of the overall combination of the fund, they choose funds with mature operation, good liquidity, reasonable scale, and long -term investment value for investment.Jaipur Investment
2. Due to the needs of liquidity management and strategic investment in bond investment strategies, the Fund will invest in fixed income financial instruments such as government bonds and repurchase.Bond investment strategy generally serves fund asset allocation, the purpose is to manage the fund’s cash assets.Bond investment is mainly focused on short -term investment, so that when the Indian market performs well, it can quickly adjust the asset allocation of fund investment portfoliosVaranasi Wealth Management. The long -term period of the bond portfolio does not exceed 2 years.In order to control the credit risk of bonds, the Fund will mainly invest in government bonds and other credit rating that will not be less than investment -level bonds.
3. Derivative investment strategies For the need to avoid the risk of exchange rates, the Fund can use foreign exchange swap and other derivative financial instruments under the premise of effectively controlling risks.The fund’s investment derivatives are limited to the investment portfolio -aversion or effective management, not for speculation or amplifying transactions, and must strictly abide by other requirements of laws and regulations.The main purpose of investing in derivatives in this Fund is to avoid foreign exchange risks and avoid speculative transactions of foreign exchange rates. However, when necessary, derivative financial instruments such as foreign exchange swaps can be used to manage exchange rate risks to avoid foreign currency exchange rate risks.
Kanpur Wealth Management
