建信优化配置基金历史净值

Building Trust Optimized Allocation Fund (530005) Historical Net Worth

Building Trust Optimized Allocation Fund (530005) is a mutual fund that focuses on optimizing asset allocation. It aims to provide investors with stable long-term returns by investing in a diversified portfolio. In this article, we will delve into the historical net worth of this fund and provide useful insights based on big data analysis.

1. Fund Overview

The Building Trust Optimized Allocation Fund (530005) was established on March 1, 2007, and currently has a total size of 1.71 billion yuan. It is rated 2 stars by China Merchants Securities and 3 stars by Jia'an Jinxin. The fund is managed by Zhou Zhishuo, who has 3.1 years of experience in the industry.

2. Fund Performance

The fund's recent performance has been as follows:

The net worth of the Building Trust Optimized Allocation Fund (530005) today is 1.3080, with a growth rate of -0.2700%. This indicates a slight decrease in value compared to the previous period.

The fund has achieved a negative accumulated return of -7.91% in the past quarter. This means that investors may have incurred losses during this period.

3. Investment Strategy

The Building Trust Optimized Allocation Fund (530005) follows a strategy of optimizing asset allocation. This strategy involves carefully selecting a mix of assets to ensure a balanced portfolio that can withstand market fluctuations. The fund aims to generate stable returns by diversifying investments across different sectors and asset classes.

4. Investor Recommendations

Based on our analysis and big data insights, here are some recommendations for investors considering the Building Trust Optimized Allocation Fund (530005):

The fund's investment strategy is best suited for long-term investors who are willing to hold their investments for an extended period. This allows for potential growth and minimizes the impact of short-term fluctuations.

Investors should consider diversifying their investment portfolio by including the Building Trust Optimized Allocation Fund (530005). This helps spread risk and increase the potential for stable long-term returns.

It is important for investors to regularly monitor the performance of the fund and stay updated with any changes in its investment strategy. This ensures that the fund remains aligned with their investment goals and risk tolerance.

5. Comparison with Similar Funds

When comparing the Building Trust Optimized Allocation Fund (530005) with similar funds, investors should consider factors such as historical performance, risk management, and the fund manager's track record. Conducting a comprehensive analysis will help investors make informed investment decisions.

In conclusion, the Building Trust Optimized Allocation Fund (530005) has a history of stable performance and follows a strategy of optimizing asset allocation. Investors should carefully consider their investment goals and risk tolerance before making a decision. Regular monitoring and diversification of their investment portfolio are also recommended for long-term success.