North Letter Ruifeng - hengtai huasheng 9 Asset Management plan
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basic elements of trust
Issuer : bei Xin Rui Feng
Direction of investment : directed issuance
Release scale : 45000 million
Duration : Month
Investment threshold : million
Manager : bei Xin Rui Feng
Trustee : ICBC Shenzhen Branch
Product Reviews :
This project combines investment and timing investment, controls the proportion of investment in a single project and chooses the right investment point, while insisting on value investment in portfolio selection, focusing on the selection of undervalued, high-growth, weak-cycle stocks.
Management fee : 2%
bei Xin Rui Feng - Hengtai Hua Sheng 9 Asset Management Plan Investment direction
Listed companies non-public distribution, investment, fixed income varieties (including bonds, central bank notes, short-term financing coupons, medium-term notes, asset support, bank deposits, etc.), cash.
bei Xin Rui Feng - Hengtai Hua Sheng 9 Asset Management Plan investment strategy
(1) The key factors that affect the investment income?? discount, timing, stock selection, scale
Discount factor: From the fixed increase of the characteristics, by participating in a fixed increase in the way to obtain a 10%-30% discount, the part of the discount for the fixed increase in investment to create a basic safety mat, discount rate increase, fixed increase positive income synchronous promotion.
The time is right now: The final yield of the fixed investment has a great relationship with the time of participation, and the timing strategy of the fixed investment is a core factor of the fixed-increase investment strategy.
Structural analysis: Although the increase in the majority of years can achieve good returns, but in terms of the distribution of annual yield, the yield is negative also has a certain proportion, so the choice of stocks is also an indispensable key factor to influence the investment.
Scale factor: Investment must form a certain amount of investment, set up a portfolio, in order to make effective diversification from the investment time and variety of investment, reduce risk to obtain a stable investment income.
(2) Risk control
1. The risk control of the structure design of the fixed increase product
Adequate fixed-increase discount security can almost guarantee the worst case, the historical average annual maximum loss of -3.8%, the other years to obtain positive income , product risk control;
As the lock-up period of the fixed increase period is one year, the product will be combined investment and time investment, control the investment ratio of individual projects and select the appropriate investment point, at the same time insist on the value investment in portfolio selection, focus on the selection of low value, high growth, weak cycle of the stocks.
2. Risk control in decision-making process
Make full use of internal and external resources, strengthen the investor and investment advisory team communication and exchange. At the same time, the establishment of investment decision-making Committee to control the investment process of decision-making risk.
3. Risk control of asset security
This product is a specific multi-client asset management program established by Bao Ying Management Limited, which is required to be filed by CSRC.
bei Xin Rui Feng - Hengtai Hua Sheng 9 Manager , Asset Management program
Shenzhen Hengsheng Asset Management Co., Ltd. (hereinafter referred to as "Hengtai Huasheng") is registered in Shenzhen Qianhai for 8 months, specializing in investment and asset management for equity investment, and is a registered private investment manager of China Investment Association. The company has a broad strategic vision, professional investment and research team, the current management and investment research staff A total of people, the core management team have experienced the capital market test, with rich professional investment experience. Up to 1 months, a total of 7 products are issued, a set of 3 products, two-level market Strategy 2 , asset management is nearly billion.
bei Xin Rui Feng - Hengtai Hua Sheng 9 Asset Management Program investment and research team
Shandan: Chairman
Graduated from the hotel Management School in Lausanne, Switzerland, the Changjiang president, five, has served on the board of Directors of Citibank Shenzhen Branch,UBS ( Swiss bank Hong Kong Branch), managing director of Huaxi Asset Management headquarters, and executive director of Bao Litianze (Shenzhen) Finance Leasing Co., Ltd. in finance, investment Management, Wealth management and many other fields with many years of senior experience.
Liang: Manager and Partner
He has served as deputy general manager of the company, the general manager of Shenzhen International High-tech property exchange and the Equity Custodian center, and the general manager of Industrial Integration Department of Zhejiang Paradise Silicon Valley Equity Investment Management Group. has established the first domestic listed companies and private equity investment cooperation merger and acquisition?? Hunan Tai Kang Animal Husbandry industry integrated merger and acquisition.
Wei Pan: Investment Director
Fudan University MBA, has worked in Shanghai Huaxin Canon Industry Co., Ltd., Oriental Capital Management Partnership, China Eastern Asset Management (International) Holdings Limited, as an investment manager and other functions, in the industry research, project investment and other aspects have rich experience.
Shei: Investment Manager
Five years of experience in financial and private equity investment. Have strong financial analysis ability, have rich experience in judging the value of investment Project Standard. Zeng Bao Litianze (shenzhen) Finance Leasing Co., Ltd., the wind Control Manager, has participated in a number of listed companies due diligence, the whole operation of Sichuan Jiuzhou, north of the shares, the Atlantic and many other fixed projects.
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North Letter Ruifeng-Hengtai Huasheng 9th Asset Management Plan