HFT Enhanced Return Balanced Fund

 (MUTF_CN:HFT_ENHA_RETU_1MTT4AU)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +1.62%
   
1 week   +4.62%
   
4 week   +21.43%
   
3 month   +28.10%
   
YTD   +19.30%
   
1 year   +19.30%
   
3 years*   +8.95%
   
5 years*   +3.20%
   
*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 Average
5 years Average Below Average
10 years     -     - -
Overall Average Below Average
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  
0.82+0.01(1.62%)
Dec 17, 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* -9.52 2.07 3.45     -
Beta* 0.80 0.75 0.65     -
Mean annual return 0.46 0.43 0.19     -
R-squared* 77.80 74.00 65.63     -
Standard deviation 14.67 16.82 15.89     -
Sharpe ratio 0.18 0.13 -0.04     -
* Against standard index

Top 10 holdings