Lotus Global Balance Strategy Fixed Income Fund Won the "Outstanding Fund Award " Issued by Zhitong

On December 6th, the 8th Zhitong Financial Capital Market Annual Conference - 2023 Chinese Overseas Fund Summit Forum (with Overseas Fund New Wisdom Award Ceremony) was held in Shenzhen. Harpers Capital (Lotus Asset Management) was invited to attend this annual meeting and our Lotus Global Balance Strategy Fixed Income Fund (USD) won the "Outstanding Fund Award (Three-Years)".

The award-winning fund was selected from many candidates through the organizer's strict selection conditions and finally, four companies‘ excellent funds received this honor. The award-winning Lotus Global Balance Strategy Fixed Income Fund (USD) invests primarily in high-quality bonds with credit ratings of “BBB+” or higher and intends to achieve a competitive overall investment return with relative security of capital compared to equities in the medium to long term. With the efforts of team members, the fund has performed outstandingly among many similar strategy funds this year - Since its establishment, the proportion of positive returns has reached 92.86%, and the portfolio return rate has reached 7.14%.

This fund portfolio management team is led by our company's CIO and Head of Portfolio Management, Mr. Ricky ZHU. In the past 30 billion US dollars of portfolio management experience, Ricky has achieved annual portfolio returns of more than 5% for 10 consecutive years. The investment targets he has been responsible for include corporate bonds, government bonds, super-sovereign financial institution bonds, and high-yield bonds. The investment objectives covered all developed countries, G7, high-quality emerging countries (all G7 currencies and all major industries such as banks, non-bank financial institutions, TMT, automakers, energy, pharmaceuticals, etc.), and he fully understands fixed-income products, markets, competitors and regulatory environment.

Since 2016, the Zhitong Financial Capital Market Annual Conference has reached its eighth session. In the past, each event has invited a cumulative attendance of more than 10 trillion market value companies and attracted the attention of more than 3 million professional investors from Hong Kong and US markets. This Zhitong Finance Capital Market Annual Conference invited more than 300 representatives of listed companies, more than 100 US dollar funds, and more than 1,000 investors to attend. Crystal HUANG, Head of Operation, attended this annual meeting on behalf of our company.

Source:https://m.zhitongcaijing.com/content/detail/1034697.html?id=1034697