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
   
-0.49%  
1 week   +0.33%
   
4 week   +1.32%
   
3 month
   
-1.13%  
YTD
   
-10.09%  
1 year
   
-5.96%  
3 years*
   
-7.54%  
5 years*
   
-2.80%  
*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

Cash37.18%  
Stocks59.62%  
Bonds6.16%  
Convertible3.49%  
Other-6.45%  

Purchase information

InitialCN�1,000  
AdditionalCN�1,000  
0.620.00(-0.49%)
Jul 23, 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* -1.83 1.42 2.67     -
Beta* 1.01 0.78 0.60     -
Mean annual return -0.08 -0.52 -0.03     -
R-squared* 66.33 73.69 70.05     -
Standard deviation 11.63 16.47 16.78     -
Sharpe ratio -0.34 -0.57 -0.19     -
* Against standard index

Top 10 holdings