Sep 09, 2021 (China Knowledge) - Aegon-Industrial Hengli One-Year Regular Open Bond Initiating Fund (012948) is launched today for subscription. The fund is a mid/long-term bond fund managed by Aegon-Industrial Fund Management Co., Ltd. This fund is a bond-only fund portfolio with a duration of 397 days or more.
Our records show the company is currently managing 45 funds with aggregate AUM of RMB 495.41 bln.
The investment manager Di Xiuhua has over 5 years of experience. She has previously developed expertise in mitigating various risks, optimizing fund performance, and has a master's degree. Currently there are 4 funds under his management, totaled RMB 140,777 mln asset under management (AUM).
Di seeks to invest the fund mostly in the manufacturing, real estate and finance industry. The top 5 holdings in her current portfolio are Industrial and Commercial Bank of China Limited (2128002), Agricultural Development Bank of China (180406), Wuhan Wingda Construction Service Co., Ltd (200409), Shaanxi Coal and Chemical Industry Group Co.,Ltd. (102001430) and Industrial and Commercial Bank of China Limited (1928011), among which the best performing security rose 2.41% over the past 3 months.
Aegon-Industrial Huixiang One Year Holding Period Hybrid Fund (009611) which she manages, since 8 Jul 2020, performed the best recording 10.35% in terms of annualized return, exceeded its peers’ average return. Over the past 6 months, it has realized a total gain of 6.41%.
Her other 3 funds are Aegon-Industrial Stable Income Regular Open Bond Initiating Fund (001819), Aegon-Industrial Xiangtai Regular Open Bond Initiating Fund (005712), Aegon-Industrial Huixiang One Year Holding Period Hybrid Fund (009612) offer annualized performance from 6% to 10%.
China Knowledge tracks and monitors fund managers’ all historical performance to assess one’s resiliency when handling market volatilities. In this respect Di is given a 'B’ rating. This rating means the returns on some his managed funds exceeded the average of similar funds or correspond with market benchmarks. Her risk control among all fund managers is average. On resiliency against market volatilities she has made rational decisions, and obtained slightly better returns. The highest rating for a fund manager is an 'A+’ to subsequent lower order of 'A', 'B', 'C' and the lowest is 'D'.
The subscription for this new fund will close on Oct 29.
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