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公募FOF怎么投资?费率多少?在哪买?

2017-09-25 07:16:53   中国经济网

每经记者 李蕾 每经编辑 江月

9月23日,此前已经获得了批文的华夏、南方、海富通、嘉实、建信等5家公募集体公布了旗下基金中基金(FOF)的合同、招募说明书等发行文件,让翘首以盼的市场和投资者终于能“一睹芳容”、看清首批公募FOF长什么样子了。

这5只基金将于9月26日一起开卖。募集时间最短的南方全天候策略混合型基金中基金(FOF)发售截止到10月27日,最长的海富通聚优精选混合型基金中基金(FOF)则要卖到11月10日,其他3只将于10月31日停止认购。

下面,《每日经济新闻》记者就来深入剖析一下包括公募FOF基金怎么选择投资目标、采取什么投资策略、认购门槛及费率等关注度最高的热点话题。

●揭秘:FOF基金如何投资

首先,我们来看看公募FOF基本信息(详见表格一)。

看完了基本信息,想必大家最关注的还是FOF基金怎样选择投资对象、采取什么样的投资策略。其实5只公募FOF的发行文件看下来,各家的选择标准也都不尽相同,这里《每日经济新闻》记者就为大家选择比较有代表性的几只为例,来看看它们的基金投资策略。

1、华夏聚惠稳健目标风险混合型基金中基金(FOF)

(1)首先对基金进行分类。

根据华夏基金自建的MVP(宏观Macro-economy、估值Value、政策Policy)资产配置模型的理念对基金进行分类,并通过量化筛选和面访调研交叉验证获得基金备选库,便于基金经理在确定资产内部风格配置结果后快速选出符合要求的基金。

其中,基金的量化筛选标准包括目标基金的风险收益特征(如基金的历史波动率、夏普值、最大回撤、贝塔值、集中度等)、不同市场环境下的适应性及稳定性;面访调研从八个维度(包括投研团队、公司环境、合规风控、研发能力、交易执行、投资策略、业绩及归因、资产配置)综合分析基金管理人的投资能力、专业资质、团队支持以及运营能力。

权益类基金分为稳定风格和灵活风格两类,当资产配置模型给出明确市场结构预期时,优选在该市场结构下表现较好的稳定风格类别的基金;当模型界定市场为选股型或无明显风格主线的结构性行情时,优选灵活型中持续业绩优异的基金。债券类基金分为特定风格和灵活风格类型,当资产配置模型给出明确指向时,选择在此趋势表现较好的特定风格债基,在拐点或无明显风格机会的市场时,选择灵活风格类别。

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