Choosing "Harvest ETF" for Index Investing: From One-Stop Allocation to Strategic Depth

Deep News
03/26

In recent years, ETF funds have gained popularity not only among institutional investors but also the general public due to their advantages such as trading convenience, transparent holdings, and diverse categories, becoming a standard tool for household wealth management. With China's ETF market size exceeding 5 trillion yuan and the number of products surpassing 1,400, the index investment "ecosystem" is thriving, entering a phase focused on allocation, strategy, and service depth. For investors, selecting a trustworthy fund company requires evaluating its systematic product strength and comprehensive service capabilities. As a major player in index investing, Harvest Fund's "Super ETF" index investment has been developed for over 21 years. It not only focuses on fundamental research to identify "super opportunities" along key trends and diverse industries but also strives to innovate in strategy and ecosystem services, enabling investors to effectively utilize product tools and share in diverse opportunities.

With a comprehensive product range, one-stop allocation is convenient. If investment research defines asset opportunities, products are the externalization of research insights and solutions, requiring both market opportunity recognition and understanding of user needs. From "super broad-based" to "super opportunities," Harvest Fund's "Super ETF" balances shelf breadth with the depth of specialized ETFs, allowing investors to achieve diversified one-stop allocation based on their risk preferences and investment goals. It covers flagship broad-based to sector themes, bond ETFs to commodity ETFs, and Smart-beta to cross-border ETFs, while also delving into precise, niche themes aligned with major trends and national strategies. Currently, all 61 products under Harvest Fund's "Super ETF" have been standardized with clear naming conventions—"core elements of the investment target + Harvest ETF"—making them easy to understand and select, thereby enhancing the investment experience and facilitating decision-making.

Broad-based indices are core tools for the public to share in economic growth. During the early stages of China's index investment in 2005, Harvest Fund launched the market's first CSI 300 Index Fund. In 2012, it further introduced the Shenzhen Stock Exchange's first cross-market broad-based ETF—CSI 300 ETF Harvest (159919), which has grown into a leading flagship broad-based ETF. In the mid-cap growth segment, the CSI 500 ETF Harvest (159922), established in 2013, has become the largest product of its kind on the Shenzhen Exchange, cementing Harvest's pioneering role in broad-based ETFs. Both products have been selected as underlying assets for exchange-traded ETF options, enriching the product ecosystem. The A500 ETF Harvest (159351) offers a new option for investing in leading companies across industries, while the Nasdaq ETF Harvest (159501) facilitates global multi-market allocation. The Sci-Tech Bond ETF Harvest (159600) stands out among the first batch of products through refined operations, becoming a benchmark "broad bond ETF" that brings sci-tech bonds from niche to mainstream awareness.

In sector and thematic ETFs, Harvest focuses on key industries of the era,细分出四大“超级机遇”主线:digital AI,自主可控, green low-carbon, and life sciences, with distinct and sharp styles. Wind data shows that over 15 Harvest ETF products feature the lowest annual management fees in the industry, continuously optimizing long-term holding experiences.

Defining core opportunities through research depth and specialized focus. For fund companies, identifying and judging future industry trends and uncovering core opportunities ultimately tests the research team's expertise, platform strength, and depth of perspective. Each product布局 is like mapping a detailed chart of industrial opportunities. Harvest Fund's definition of core opportunities is前瞻 and deep, reflecting differentiated and matrix-based product thinking. Wind data indicates that over 25 Harvest ETFs rank first in size among peers tracking the same标的 or are the only ones of their kind, demonstrating specialized深耕. Taking the AI industry chain as an example, the Sci-Tech Chip ETF Harvest (588200), launched against the trend in September 2022, was based on analysis of the comprehensive coverage and growth potential of the STAR Market's chip industry chain. Aligning with the rise of China's semiconductor industry, it later grew to over 40 billion yuan, becoming the largest chip-themed ETF. In software, the Software ETF Harvest (159852) also leads in size among peers tracking the same标的. With both hardware and software ETFs, Harvest exemplifies detailed dissection of industry chain opportunities.

Leveraging deep understanding of AI trends and domestic substitution, since 2022, Harvest has also launched the Information Security ETF Harvest (159613), Sci-Tech Information ETF Harvest (588100), High-End Equipment ETF Harvest (159638), Communication ETF Harvest (159695), Integrated Circuit ETF Harvest (562820), and Robot ETF Harvest (159526). In rare metals, the Rare Earth ETF Harvest (516150) and Rare Metal ETF Harvest (562800) form a "dual rare" pair, initially niche布局. Under supply constraints and demand growth, combined with macro-security and liquidity conditions, strategic resources are entering a revaluation cycle, making these two ETFs the largest and most liquid tools in their categories.

In the "AI five-layer cake" discussion, energy is an essential base. Harvest has early and deep布局 in energy's "source-grid-load-storage" chain. The Battery ETF Harvest (562880), New Energy ETF Harvest (159875), Green Power ETF Harvest (159625), and Central SOE Energy ETF Harvest (562850) offer diverse options. In healthcare, Harvest provides the Vaccine ETF Harvest focusing on vaccine R&D opportunities, the Sci-Tech Pharma ETF Harvest for innovative drugs, the Hang Seng Healthcare ETF Harvest for Hong Kong market exposure, and the S&P Biotech ETF Harvest for global allocation.

Enhancing investment experience with deep strategy play and ecosystem services. As ETF product supply expands and markets rotate structurally, wealth management needs are shifting from single-product purchases to portfolio management. Liu Bin, Chief Investment Officer of Index and Quantitative Investment at Harvest Fund, emphasizes that in the ETF era, with increasing market efficiency and macro volatility affecting asset correlations, the "free lunch" of simple multi-asset diversification for risk reduction and return enhancement may no longer suffice. More active asset allocation and precise strategy services are needed to better achieve investment return goals. Beyond index investment and product research, Harvest's index and quantitative team has established specialized groups for index solutions, index advisory strategies, and ecosystem business, continuously empowering through advisory, education, and ecosystem building.

In recent years, Harvest's "Super ETF" has systematically developed a dynamic service framework, including the institutional empowerment platform "Index Jia" and the individual investor service mini-program "Super Jiabei," catering to various investment needs. Additionally, Harvest uses ETF options to construct alternative strategies aimed at reducing volatility and improving holding experiences, meeting medium- to long-term allocation demands. With a "broad and precise" product base as the foundation, strategies like "core + satellite," "barbell portfolio," and "dynamic stock-bond balance" can all be implemented through Harvest's one-stop allocation. In volatile markets, basing配置 on quality assets and dynamically capturing key sector and thematic opportunities enhances portfolio resilience and adaptability.

Notably, Harvest's annual "Super Index Festival" in March invites exchanges, brokers, banks, advisors, and investors to engage deeply, making index investing a tangible, life-close wealth management solution through discussions and interactive activities. Harvest aims to promote "long-termism and scientific allocation" by sowing指数 as seeds in the soil of rational配置. Just as trees grow with time and care, the value of index investing blossoms through persistent理性认知 and strategy adherence.

Risk提示: Funds carry risks; invest with caution. Investors should read the "Fund Contract," "Prospectus," and "Product Summary" to understand the fund's risk-return profile, especially unique risks, and assess suitability based on their investment objectives, experience, and financial situation. Fund managers manage assets with integrity and diligence but do not guarantee profits or capital preservation. Past performance does not indicate future results, and other funds' performance does not assure this fund's results.

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