HFT Enhanced Return Balanced Fund

 (MUTF_CN:HFT_ENHA_RETU_1MTT4AU)   Watch this mutual fund  
Find more results for MUTF_CN:519007

Performance

Trailing returns

1 day   +0.12%
   
1 week
   
-0.36%  
4 week   +5.48%
   
3 month   +4.95%
   
YTD
   
-9.02%  
1 year
   
-17.63%  
3 years*   +9.32%
   
5 years*   +1.31%
   
*annualized
Best 3 month return+46.52%  
Worst 3 month return-37.30%  

Morningstar statistics

Morningstar category: Flexible Allocation Fund
  Return Risk Rating
3 years Below Average Low
5 years Below Average Low
10 years     -     - -
Overall Below Average Low
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets525.74M 
Front load1.50%  
Deferred load-  
Expense ratio-  
Management fee1.50%  
Fund familyHFT Investment Mgmt Co., Ltd 

Asset allocation

Cash5.61%  
Stocks62.77%  
Bonds25.51%  
Other6.11%  

Purchase information

InitialCN�100  
0.830.00(0.12%)
Jul 21, 8:00AM 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:
bing wei zhang (Started: Jun 3, 2015)
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*     -     -     -     -
Beta*     -     -     -     -
Mean annual return -2.03 1.01 0.31 0.94
R-squared*     -     -     -     -
Standard deviation 30.52 27.38 24.27 25.69
Sharpe ratio -0.84 0.37 0.06 0.35
* Against standard index

Top 10 holdings