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The Haifutong dividend optimal mixed fund managed by Jiang Yong will be launched soon.BradowenpokerEmphasizing the deterministic investment value of dividend assets in the current market environmentBradowenpokerThe three dividend strategies are expected to continue to dominate in the next 1-2 years.

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[Jiang Yong, general manager of the mixed assets investment department of Haifutong Fund: explore the true value of the company in the volatile market] under the background of the increasing attention of investors in the secondary market, Jiang Yong, general manager of the mixed asset investment department of Haifutong Fund, said in an exclusive interview that dividend assets are a more definite investment choice in the current environment, and it is expected that the dividend strategy will still show advantages in the next 1-2 years. According to Jiang Yong's introduction, the current dividend strategy is mainly divided into three categories: dividend low wave, dividend value and dividend growth. He stressed that if you want to do a good job in actively managed dividend products, you need to find more matching dividend assets according to different market conditions. Jiang Yong believes that the current market is in the stage of recovery, investors pay more attention to the characteristics of high dividends, so dividend low-wave assets are expected to strengthen. However, with the clear recovery of the market, asset shortage, risk-free rate of return and other factors, the performance-to-price ratio of the equity market will become higher and higher, and dividend quality assets and dividend growth assets will usher in broader investment opportunities. Jiang Yong revealed that each dividend strategy has a corresponding quantitative model, and the model will select different types of dividend assets according to different criteria. After that, the fund manager will give different allocation weights to three kinds of dividend assets according to different market environment, and then combine the stock pool given by the model to strive to select the best among the best. In terms of bottom-up selection of individual stocks, Jiang Yong gave an example of a construction stock in which he had a heavy position, although the market attention was not high at that time, but from the perspective of dividend, safety margin and other aspects, the stock had a high performance-to-price ratio for investment. He stressed that measuring the investment value of a dividend stock is mainly from the perspective of dividend yield and capital gains. As for the investment value of the dividend track, Jiang Yong said that in the long run, the performance-to-price ratio of dividend assets is very high. Data show that by the end of last year, the CSI dividend (total income) has risen by 229% over the past decade, and the CSI dividend index has risen by 120% over the past decade.Bradowenpoker.43%, significantly surpassing other mainstream wide-base indices. Jiang Yong also suggested that it is still necessary to guard against short-term fluctuations in the dividend market. He pointed out that from the end of last year to the present, the trader composition of dividend assets has become more complex, with a lot of trading funds and safe-haven funds pouring into the dividend track, so we need to pay attention to the possible short-term fluctuations.