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
   
-0.93%  
4 week
   
-1.23%  
3 month   +3.89%
   
YTD
   
-6.29%  
1 year
   
-5.87%  
3 years*   +0.10%
   
5 years*
   
-0.85%  
*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 Low 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

Cash19.26%  
Stocks36.54%  
Bonds17.52%  
Convertible10.97%  
Other15.72%  

Purchase information

InitialCN�100  
0.640.00(0.00%)
Oct 24, 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* -10.11 0.82 2.78     -
Beta* 0.61 0.71 0.62     -
Mean annual return -0.42 0.05 0.12     -
R-squared* 59.58 70.92 64.19     -
Standard deviation 10.00 15.60 15.30     -
Sharpe ratio -0.80 -0.16 -0.09     -
* Against standard index

Top 10 holdings