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   +0.00%  
1 week
   
-0.80%  
4 week
   
-1.27%  
3 month
   
-6.33%  
YTD
   
-9.06%  
1 year
   
-1.89%  
3 years*
   
-7.97%  
5 years*   +1.03%
   
*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 assets1.61B 
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(0.00%)
Apr 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* 6.38 2.85 2.97     -
Beta* 0.82 0.79 0.59     -
Mean annual return -0.25 -0.55 0.23     -
R-squared* 75.54 73.94 71.98     -
Standard deviation 16.16 16.94 17.40     -
Sharpe ratio -0.37 -0.57 0.00     -
* Against standard index

Top 10 holdings