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Cash Management
— Balancing Liquidity Management with Returns
Product Name |
HuaAn "Cash Management" Private Financing Products |
Product Type |
Asset Management Service Products for Clients |
Risk Level |
Low |
Composition and Weighting |
Financial instruments with good liquidity and less than 1 year to maturity (0-100%) |
Investment Strategy |
Employ a variety of quantitative tools and combine top-down and bottom-up investing to benefit from opportunities in the short-term capital markets |
Fixed Management Fee |
No less than 60% of the management fee for comparable mutual funds |
Performance Compensation |
No less than 20% of the yield |
Flexible & Aggressive
— Select Quality Stocks to Obtain Higher Returns
Product Name |
HuaAn "Flexible Aggression" Private Financing Products |
Product Type |
Asset Management Service Products for Clients |
Risk Level |
Quite High |
Composition and Weighting |
Bonds (0-100%)
Stocks (0-100%) |
Investment Strategy |
Supplement rigorous fundamental analysis with on-site company visits to select high-quality, good value investments within an optimal asset allocation framework |
Fixed Management Fee |
No less than 60% of the management fee for comparable mutual funds |
Performance Compensation |
No less than 20% of yields |
Flexible and Stable
— Flexible Allocation of Equity and Debt to Maintain Appropriate Risk-Return Balance
Product Name |
HuaAn "Flexible & Stable" Private Financing Products |
Product Type |
Asset Management Service Products for Clients |
Risk Level |
Moderate |
Composition and Weighting |
Bonds (0-100%)
Stocks (0-50%) |
Investment Strategy |
Adopt a flexible, proactive investment strategy to maintain appropriate equity-debt ratio with an emphasis on asset allocation. Hedge against or lower unavoidable risks. Combine quantitative and qualitative analysis to select quality securities |
Preserving Principal and Avoiding Risks
— Principal Preservation with Satisfactory Returns
Product Name |
HuaAn "Principal Preservation and Risk Avoidance" Private Financing Products |
Product Type |
Asset Management Service Products Clients |
Risk Level |
Low |
Composition and Weighting |
Bonds (0-100%)
Money Market Instruments(0-100%)
Stocks (Depending on Principal Preservation Strategy) |
Pure Debts Portfolio
— Emphasis on Long-Term, Stable Returns
Product Name |
HuaAn "Principal Preservation and Risk Avoidance" Private Financing Products |
Product Type |
Asset Management Service Products for Clients |
Risk Level |
Low |
Composition and Weighting |
Bonds (0-100%)
Money Market Instrument(0-100%)
Stocks (Depending on Principal Preservation Strategy) |
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