Cangshan bears snow, midwinter comes, and the year is coming, and some units have begun to issue year-end bonuses. For most people, 2023 is a difficult year, so it is even more important to find a "peace of mind" for the remaining money on hand. In the context of the sharp increase in the equity market, the breaking of the rigid redemption of wealth management, and the reduction of bank deposit interest rates three times during the year, high-quality bond bases such as Sino-Canadian Ju'an 60-day short-term bonds** may be used as a new choice for investors to manage their spare money.
According to the "Haitong ** - Excess Return Ranking", as of November 30, the short and medium bond product independently managed by Yan Peixian, a 15-year veteran, - Zhongjia Ju'an 60-day short and medium-term bonds** has outstanding excess returns, with its A share ranking 1 567 in excess returns in the past 1 year, and C shares ranking 2 567 in the same category, and the two shares occupy the first and second positions in the list. Based on its excellent performance, the ** is favored by more and more investors, and the product's regular report shows that its share has increased by nearly 400% for the year as of September 30, 2023.
As a short- and medium-term bond, Sino-Canada Juan 60-day mainly invests in fixed income assets based on short- and medium-term bonds, and does not invest in equity assets such as ** and convertible bonds, and stays away from **volatility. Specifically, the proportion of its bond investment is not less than 80% of ** assets, of which the proportion of investment in short- and medium-term bonds is not less than 80% of non-cash ** assets. This product continues the essence of the concept of Sino-Canadian ** "Ju" boutique series, with the goal of pursuing absolute returns, helping investors to do a good job in spare money management, and striving to maintain and increase the value of assets.
Talking about the 60-day investment operation of Sino-Canada Ju'an, Yan Peixian, the manager of **, said, "On the premise of controlling risks, on the one hand, we can obtain stable coupon income for medium and high-grade credit bonds with appropriate duration and relatively high couponsOn the other hand, under the condition that the market capital is stable, the leverage level should be appropriately increased to earn a certain arbitrage income. ”
Yan Peixian said, "Investment is a process that requires continuous global thinking and reverse thinking, especially bond investment, but also to focus on long-term allocation portfolio, have enough patience to grasp the core operation logic of the market, combined with the best changes to adjust the strategy, but also to eliminate the current market 'noise' to maximize investment returns." According to public information, Yan Peixian has a double master's degree in finance from Imperial College London and a double master's degree in computer science from the University of Birmingham, and in 2013, he joined China and Canada** and participated in the creation of the fixed income department. As the leader of the Sino-Canadian fixed income team, Yan Peixian has always been conscientious and fighting on the front line of investment research for many years. After many rounds of market cycle tests, he has accumulated profound strength in long-term investment management, and has won many industry authoritative awards such as "Star Award" and "Gold Award".
In addition to the 60 days of Zhongjia Ju'an, the performance of other products managed by Yan Peixian is also outstanding. According to the performance statistics of Galaxy***, as of December 22, 2023, Yan Peixian's representative work - China-Canada pure bond bonds in the past 1 year, 2 years, 3 years, and 5 years have ranked in the top 8% of the same category, among which the long-term performance is particularly outstanding, and the 5-year performance ranks in the top 3% of the same category;In addition, the secondary bond base co-managed by Yan Peixian and Zhong Wei - Sino-Canada Juxiang Profit Enhancement Bond** also performed well, and the performance of the **A share in the past 1 year ranked in the top 13% of the same category. In addition, products such as Sino-Canadian Fengrun Pure Bond and Sino-Canadian Fengze Pure Bond in the Sino-Canadian ** "Bond Army" also performed well. The above products are bonds**, which are suitable for investors with low risk tolerance. Specifically, the remaining maturity of the 60-day main investment bond is relatively shorter, and the risk is theoretically lowerThe duration of the bids can be longer, and the risk is slightly increasedDue to the involvement of equity assets, the risk of Sino-Canada Juxiang has increased again. In the investment operation, investors can choose the base investment from the "bond army" according to their personal risk appetite.
Excellent product performance is the endorsement of the company's investment strength, as a public offering of Bank of Beijing, fixed income investment is the advantage of China and Canada. It is understood that the members of the fixed income investment research team of China and Canada all have a master's degree or above, with diversified professional experience in banking, public offering, securities firms, etc., the core investment research personnel have more than 7 years of experience, and the credit rating personnel have diversified backgrounds such as bank credit review and rating companies. According to the manager rating results for the third quarter of 2023 released by the Tianxiang Investment Advisor** Evaluation Center, China Canada ** has obtained two "full grade" ratings, namely "three-year comprehensive AAAAA rating" and "three-year AAAAA rating of active bonds". (Rating**: Tianxiang**Manager Rating Results", data as of 202309.30, release date 202310.31）
Notes:The excess return ranking data of specific products in the article comes from Haitong**, and the past year refers to 202212.01-2023.11.30. The same kind of products are bonds**-active bonds**-short-term bonds**. The performance rankings of specific products in the article are all from Galaxy**, and the data are as of 202312.22；The last 5 years are 2018 12.23-2023.12.22, the last 3 years for 2020 12.23-2023.12.22, 2 for the last 2021 12.23-2023.12.22, the last 1 year is 202212.23-2023.12.22。Sino-Canada Pure Bond Bonds, Sino-Canada Fengrun Pure Bond Bonds, and Sino-Canadian Fortress Pure Bonds are all bonds**-pure bond bonds**-long-term pure bond bonds**;The 60-day rolling short-term bonds of Sino-Canadian Ju'an are similar to bonds**-pure bonds**-short- and medium-term pure bonds**;The same category of Sino-Canadian Profit Enhancement A is Bond**-Ordinary Bond**-Ordinary Bond** (Level 2) (Class A).
Risk Warning: **There is a risk, and you need to be cautious when investing. This material is promotional material only and is not intended as any legal document and does not constitute any legal commitment. The manager undertakes to manage and use the assets in good faith, diligence and due diligence, but does not guarantee a certain profit, nor does it guarantee a minimum return. Before making investment decisions, investors should carefully read the "Contract" and "Prospectus" and other legal documents, and choose the best products that match their own risk tolerance according to the investment purpose, investment period, investment experience, asset status, etc., and the specific evaluation results of the sales agency shall prevail. The registration of the CSRC does not mean that the CSRC makes a substantive judgment, recommendation or guarantee on the risks and returns of the **. When investing, investors should strictly abide by the provisions of anti-money laundering laws and earnestly fulfill their anti-money laundering obligations. Past performance is not indicative of future performance, and performance of other performance managed by the Manager does not constitute a guarantee of such performance. At present, the manager has given the 60-day rolling short-term and medium-term bonds, Sino-Canadian pure bond bonds, Sino-Canadian Juxiang Profit Enhancement, Sino-Canadian Abundance and Sino-Canadian Fortress as medium and low risk, and the ** risk level will be evaluated and updated regularly after operation. The investment scope of Sino-Canada Wealth Plus Profit ** includes Hong Kong stocks but does not necessarily invest in Hong Kong stocks, and investing in Hong Kong Stock Connect may face special investment risks faced by overseas markets such as exchange rate risk and Hong Kong market risk. The investment scope of Sino-Canada Profit Enhancement includes convertible bonds and exchangeable bonds, and it needs to bear the liquidity risk of the convertible bond and exchangeable bond market, the risk of fluctuations of bonds affected by the corresponding fluctuations, and the risk of not being able to convert shares or exchange shares during the conversion period or exchange period, etc., and the volatility is higher than that of traditional bonds. The 60-day rolling short-term bond is set for each ** share, and the ** share holder cannot apply for redemption before the maturity of each ** operation period. If the holder of ** shares does not apply for redemption of the ** shares on the expiration date of the current operation period, the ** shares will enter the next operation period from the next day after the expiration date of the operation period. The income of the product may be affected by the **, bond market, etc., there may be fluctuation risks, please pay attention to investors. The business isolation system is implemented between the management of China and Canada, and the shareholders of the company do not directly participate in the investment and operation of the assets of China Canada.