HFT Enhanced Return Balanced

 (MUTF_CN:HFT_ENHA_RETU_15BBLVU)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.16%  
1 week   +0.63%
   
4 week   +3.43%
   
3 month   +5.32%
   
YTD
   
-7.31%  
1 year
   
-5.93%  
3 years*
   
-4.59%  
5 years*
   
-0.62%  
*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 Average Low
10 years     -     - -
Overall 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�100  
0.630.00(-0.16%)
Aug 21, 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* -8.01 -0.48 2.81     -
Beta* 0.69 0.74 0.61     -
Mean annual return -0.09 -0.41 -0.10     -
R-squared* 55.87 71.71 69.15     -
Standard deviation 11.60 16.54 16.52     -
Sharpe ratio -0.35 -0.49 -0.25     -
* Against standard index

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