On October 23, Yongying, one of the first actively managed ETFs in the market, the Prosperity Balance Active ETF, was officially released. The product is jointly managed by Xu Tuo and Cai Luping of Yongying Fund, and strives to provide investors with equity investment tools that combine active stock selection capabilities with the convenience of ETF transactions. In terms of investment strategy, Prosperity Equilibrium Active ETF uses the yield of the China Securities A100 Index as the benchmark for performance comparison, focusing on the industrial cycle, changes in the economy and valuation levels. It not only pursues high-boom industries, but also focuses on exploring companies with low cyclical levels, potential for improvement in fundamentals, and attractive valuations. Through hierarchical management of the industry and individual stocks, dynamic balance adjustment, and portfolio rebalancing, it strives to balance returns and drawdown throughout the cycle. In terms of fund managers, Xu Tuo's investment philosophy emphasizes respecting the general trends of the times, industry rules and market characteristics, favoring left-sided investment, attaching importance to valuation cost performance, and pursuing a positive but not aggressive investment style. It said that the future market will focus on two major directions. The first is a “leading” company that clears supply, improves quality and efficiency, that is, a leading enterprise that continues to expand its share in various industry segments based on cost, technology, or pattern advantages. The second is a “Chuangwang” company that innovates and breaks through and opens up room for growth, that is, a growing enterprise that has achieved commercial breakthroughs in cutting-edge fields such as AI applications, semiconductor hardware, advanced manufacturing, and new materials.
Zhitongcaijing · 3d ago
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On October 23, Yongying, one of the first actively managed ETFs in the market, the Prosperity Balance Active ETF, was officially released. The product is jointly managed by Xu Tuo and Cai Luping of Yongying Fund, and strives to provide investors with equity investment tools that combine active stock selection capabilities with the convenience of ETF transactions. In terms of investment strategy, Prosperity Equilibrium Active ETF uses the yield of the China Securities A100 Index as the benchmark for performance comparison, focusing on the industrial cycle, changes in the economy and valuation levels. It not only pursues high-boom industries, but also focuses on exploring companies with low cyclical levels, potential for improvement in fundamentals, and attractive valuations. Through hierarchical management of the industry and individual stocks, dynamic balance adjustment, and portfolio rebalancing, it strives to balance returns and drawdown throughout the cycle. In terms of fund managers, Xu Tuo's investment philosophy emphasizes respecting the general trends of the times, industry rules and market characteristics, favoring left-sided investment, attaching importance to valuation cost performance, and pursuing a positive but not aggressive investment style. It said that the future market will focus on two major directions. The first is a “leading” company that clears supply, improves quality and efficiency, that is, a leading enterprise that continues to expand its share in various industry segments based on cost, technology, or pattern advantages. The second is a “Chuangwang” company that innovates and breaks through and opens up room for growth, that is, a growing enterprise that has achieved commercial breakthroughs in cutting-edge fields such as AI applications, semiconductor hardware, advanced manufacturing, and new materials.
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