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   +1.48%
   
1 week   +2.09%
   
4 week   +5.39%
   
3 month   +7.89%
   
YTD   +0.00%  
1 year
   
-0.73%  
3 years*   +1.10%
   
5 years*
   
-0.69%  
*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 assets1.15B 
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  
0.68+0.01(1.79%)
Nov 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* -8.40 1.16 2.81     -
Beta* 0.60 0.71 0.63     -
Mean annual return -0.10 0.03 0.08     -
R-squared* 59.13 71.04 63.74     -
Standard deviation 9.88 15.58 15.21     -
Sharpe ratio -0.42 -0.17 -0.13     -
* Against standard index

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