HFT Enhanced Return Balanced

 (MUTF_CN:HFT_ENHA_RETU_15BBLVU)   Watch this mutual fund  
Find more results for MUTF_CN:519007

Performance

Trailing returns

1 day
   
-0.15%  
1 week   +1.09%
   
4 week   +3.01%
   
3 month   +5.86%
   
YTD
   
-4.97%  
1 year
   
-5.39%  
3 years*
   
-0.56%  
5 years*   +0.34%
   
*annualized
Best 3 month return+46.52%  
Worst 3 month return-35.53%  

Morningstar statistics

Morningstar category: Aggressive Allocation Fund
  Return Risk Rating
3 years Below Average Below Average
5 years Below Average Low
10 years     -     - -
Overall Below Average Low
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets1.17B 
Front load1.50%  
Deferred load-  
Expense ratio-  
Management fee1.50%  
Fund familyHFT Investment Mgmt Co., Ltd 

Asset allocation

Cash19.26%  
Stocks36.54%  
Bonds17.52%  
Convertible10.97%  
Other15.72%  

Purchase information

InitialCN�100  
0.650.00(-0.15%)
Sep 30, 3:00PM GMT+8 Overall Morningstar RatingTM

Description

The investment objective of the fund is to get average return beyond 3 years fixed deposit(before tax).
Asset managers:
Zhigang Xie (Started: Jan 17, 2014)
Jia Min Shao (Started: May 25, 2006)
Advisor Company:
HFT Investment Mgmt Co., Ltd
ESA Financial Bld 36-37F, Lujiazui Gardern,Pudong Dis,Shanghai
(021)50479997 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -10.76 -0.29 2.75     -
Beta* 0.58 0.74 0.62     -
Mean annual return -0.56 -0.30 0.13     -
R-squared* 56.22 71.27 64.30     -
Standard deviation 9.50 16.43 15.32     -
Sharpe ratio -1.02 -0.40 -0.08     -
* Against standard index

Top 10 holdings