KWI 固定收益公积金
The Fund will invest in fixed income instruments in aggregate no less than 80% of its NAV at all times. The investment portfolio of the Fund will include local and foreign securities or assets related to fixed income instruments such as government debt instruments, debt instruments issued by banks established by specific laws, private sector debt instruments, financial institution debt instruments, debt instruments with characteristics similar to deposits and/or deposits, investment units of CIS funds investing in assets related to debt instruments, and/or structured notes, etc.
The Fund may invest in non-investment grade and/or unrated securities in aggregate not exceeding 20% of its NAV.
For foreign investment, the Fund will invest in or hold derivatives to almost fully hedge against currency risk at least 90% of foreign exposure. In addition, it may use derivatives for the purposes of hedging and/or efficient portfolio management. Such hedging transactions can incur cost and may result in a decrease in the overall return of the Fund due to higher cost.