Product Goldstream Evolution Series》 

 

China Bond Strategy 

Our clients can download “Goldstream Connect” to manage their portfolios or contact our client service team

Strategy Highlight  

  • Systematic Approach:Niu One algorithm selects underlying assets - nearly 90% of the portfolio consists of fixed income mutual funds in China - with the assistance of a macro-model. 

  • Stable Return:Average annual return of 7.3% for the past 14 years’ back-testing in RMB terms.  

  • Fair Draw-down and Volatility:Maximum draw-down of -3.7% and annualized volatility of 3.5% for the past 14 years.  

  • Good Liquidity:Underlying assets are highly liquid while the index fund offers monthly liquidity. 

Strategy Performance 

Strategy performance is restricted to investors only  

  • If you are an investor to this product, please try to download Goldstream Connect and access the fund information there. 

  • If you are a potential investor and would like to find out more about this product, please contact our client relations head Andrew Yin.

Strategy Statistics

Strategy performance is restricted to investors only  

  • If you are an investor to this product, please try to download Goldstream Connect and access the fund information there. 

  • If you are a potential investor and would like to find out more about this product, please contact our client relations head Andrew Yin.

Strategy Description

 

  • The portfolio currently is built using China bond funds, money market funds, and treasury futures of different types.

  • Our experienced strategist uses a macro model to determine the weightings of different types of bond funds in the portfolio. 

  • Within each type,  our algorithm systematically selects from 2700+ bond funds managed by 1000+ bond managers.

Address: Suite 08, 70/F, Two International Finance Centre, No. 8 Finance Street, Central, Hong Kong Tel: +852 3961 9700 Fax: +852 3961 9799

Head of Business and Investor Relations, email: andrewyin@goldstreamfund.com

 

 

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