Amid sustained positive market drivers, China's stock market has recently demonstrated positive upward momentum, with investor demand for allocating to high-quality core assets rising significantly. Leveraging its professional expertise in index enhancement strategies, Huashang Fund has launched the Huashang CSI 300 Index Enhanced Fund (Class A: 024313 / Class C: 024314), employing a dual-engine strategy combining core asset beta with active alpha to help investors capitalize on core asset allocation opportunities. The fund will conclude its fundraising period on August 15.
As an important member of Huashang Fund's index enhancement family, the Huashang CSI 300 Index Enhanced Fund tracks one of China's flagship capital market indices - the CSI 300 Index. This index comprises 300 leading companies with large market capitalizations and strong liquidity from both Shanghai and Shenzhen exchanges. The top three sectors are primarily financial services, industrials, and information technology, reflecting a diversified portfolio combining cyclical, defensive, and growth characteristics. This positioning enables the fund to capture valuation recovery opportunities in traditional industries while participating in emerging sector development dividends, making it a "core vehicle" for sharing in China's economic growth and serving as a "ballast stone" in asset allocation portfolios.
The Huashang CSI 300 Index Enhanced Fund integrates Huashang Fund's deep expertise in active management with advanced quantitative investment technology, aiming to achieve dual return potential through "index beta + quantitative alpha." Data indicates that mainstream index enhancement products like CSI 300 typically generate annualized excess returns in the 3%-8% range, with median volatility lower than corresponding ETFs, providing investors with superior risk-return ratios in volatile markets.
The fund will be jointly managed by two core members of Huashang Fund's quantitative investment team: Dr. Deng Mo and Dr. Ai Dingfei. Dr. Deng Mo, Huashang Fund's Quantitative Investment Director, is a veteran in active quantitative investing with over 14 years of frontline investment research experience (including 9.8 years in securities investment). His investment style favors balanced allocation, and he excels at employing different stock selection strategies across various price scenarios to identify quality assets in high-growth sectors. Dr. Ai Dingfei brings nearly 11 years of securities industry experience (including 6.6 years in securities investment) and previously worked at Goldman Sachs Group. Currently serving as Assistant General Manager of Huashang Fund's Quantitative Investment Department, he specializes in combining AI algorithms with quantitative models, using deep learning to optimize portfolio construction and seeking to overcome emotional interference through quantitative models to better adapt to rapidly changing markets.
The investment value of China's core assets is becoming increasingly prominent. Allocating to the CSI 300 Index through quantitative enhancement strategies allows investors to both capture dividends from China's economic transformation and upgrading while pursuing excess returns through active management, potentially representing a cost-effective allocation choice in the current market environment. The Huashang CSI 300 Index Enhanced Fund will conclude fundraising on August 15, and interested investors may wish to pay attention.