Products & Services

Professional Fund Products · Diversified Investment Strategies

Fund Products

Yonganxin Value Selection No. 1

Stock Strategy

Product Type
Stock Strategy
Minimum Investment Amount
$100000

A stock strategy product focused on value investing, selecting high-quality listed companies to pursue long-term, stable returns.

  • Professional Investment Research Team Management
  • Strict Risk Control System
  • Periodic Disclosure
Consultation Details

Yonganxin Steady Growth No. 1

Fixed Income

Product Type
Fixed Income
Minimum Investment Amount
$50000

A fixed-income product that primarily invests in high-grade credit bonds to pursue stable returns.

  • Professional Investment Research Team Management
  • Strict Risk Control System
  • Periodic Disclosure
Consultation Details

Yonganxin Balanced Allocation No. 1

Mixed Strategy

Product Type
Mixed Strategy
Minimum Investment Amount
$80000

A hybrid product with flexible stock-bond allocation that dynamically adjusts asset proportions to balance risk and return.

  • Professional Investment Research Team Management
  • Strict Risk Control System
  • Periodic Disclosure
Consultation Details

Service Process

1

Consultation

Engage in-depth discussions with clients to understand their investment needs and risk tolerance.

2

Product Match

Recommend suitable fund products based on customer profiles

3

Sign and Open Account

Sign the fund contract and complete account opening

4

Fund investment

Customer payment received, shares confirmed, investment started.

Frequently Asked Questions

Q:What is the minimum investment threshold for private equity funds?

A: Per regulatory requirements, the minimum investment threshold for a qualified investor in a private equity fund is 100 yuan per fund. Investors must also meet one of the following criteria: financial assets of at least 300 yuan or average annual income of at least 50 yuan over the past three years.

Q:How do I become an accredited investor?

A: Qualified investors must meet the following criteria: have 2 years or more of investment experience, and satisfy at least one of the following conditions: family financial net assets of no less than 300 ten thousand yuan; family financial assets of no less than 500 ten thousand yuan; or average annual personal income of no less than 40 ten thousand yuan over the past three years.

Q:What is the process for purchasing and redeeming mutual funds?

A: Subscription: Submit application → Transfer funds to the fund custodian account → Confirm shares. Redemption: Submit redemption request → Fund manager confirms → Funds transferred to investor's account. Specific opening dates are subject to the fund contract.

Q:How can I check a fund's net asset value (NAV) and operational status?

A: We regularly disclose fund net asset values, quarterly reports, annual reports, and other information to investors. Member clients can view detailed operational reports and portfolio details through the Member Center.

Learn more about the product

Sign up to become a member and get more product details and investment reports.

Important Notice

Private Equity Risk Disclosure

  • 1. Private equity funds are offered exclusively to qualified investors who possess the requisite ability to identify and bear investment risks.
  • 2. Private equity investments may involve the risk of loss of principal. Investors should fully understand the product risks and invest prudently.
  • 3. Past performance does not guarantee future results, and the performance of other funds managed by the fund manager does not constitute a guarantee of this fund's performance.
  • 4. Investors should carefully read legal documents such as the fund contract and prospectus to fully understand the fund's investment scope, strategies, and risk-return characteristics.

Accredited Investor Standards

In accordance with the "Interim Measures for the Supervision and Administration of Private Investment Funds," a qualified investor refers to an individual or entity that possesses corresponding risk identification and risk-bearing capabilities, invests no less than 100 million yuan in a single private fund, and meets the following relevant standards:

  • • Units with net assets of at least 1000 (in ten thousand yuan);
  • • Individuals with financial assets of no less than 300 yuan or an average annual income of no less than 50 yuan over the past three years.

The financial assets referred to in the preceding paragraph include bank deposits, stocks, bonds, fund shares, asset management plans, bank wealth management products, trust plans, insurance products, futures rights and interests, and others.

Disclaimer

  • 1. The information provided on this website is for general reference only and does not constitute an offer, solicitation, invitation, inducement, or any representation or recommendation of any kind or form.
  • 2. The information contained on this website is not intended to constitute, and does not constitute, an offer to the public in any jurisdiction to raise funds or sell securities.
  • 3. Before making any investment decision, investors should carefully read legal documents such as the fund contract and prospectus, and fully understand the fund's investment scope, investment strategy, risk-return characteristics, and other key details.
  • 4. The fund manager commits to managing and utilizing the fund assets with honesty, integrity, and diligence; however, no guarantee is made that the fund will generate profits or achieve a minimum return.

Investor Confirmation

By clicking the "I have read and agree" button, you confirm:

  • ✓ You qualify as an accredited investor
  • ✓ I have fully read and understood the above risk disclosure.
  • ✓ I understand that I will bear the investment risks myself
  • ✓ I agree to the website's disclaimer

In accordance with the requirements of the Asset Management Association of China (AMAC), this website provides information services exclusively to qualified investors.

Shaanxi ICP License No. 19022711-1