Mini fund

Mini Fund

Loeon Mini fund is a growth fund that selects stocks with good growth potential as investment objects. Our active management strategy strives to obtain a higher total return rate mainly from the frequency of capital turnover, and at the same time minimize the fluctuation of capital value by diversifying investment portfolios of different types of stocks and commodities, with capital appreciation as the primary goal.

Information

CUSIP:C07695S732
Symbol:NARCISSUS

Objective

Investing in global stock markets, including Europe, America, Asia and other countries and regions, Loeon has successfully provided financing for mid-market acquisitions, acquisitions and capital restructuring for 6 years. During this period, we worked with private equity that has experienced multiple credit cycles Or the futures initiator and the borrower have established contact.

Strategy

Global resources have deeply helped us provide our partners with flexible financing solutions and complete transactions in a timely and effective manner. Based on our experience and the interests of our shareholders, we maintain a disciplined approach and lock the investment cycle within 1 year.

Portfolio Assets Composition

Portfolio Assets Composition

Ratings% of Assets
AAA23.7%
AA43.35%
A8.74%
BBB6.72%
BB AND BELOW5.9%
CASH AND SHORT TERM11.59%

Average Annual Returns %

January2.5% February2.9% March3.15% April1.68%
May1.7% June3.5% July3.4% August3.35%
September1.29% October5.26% November4.26% December1.29%

RISKS

Uncertainty is a normal part of investing. But today, doubts arise at almost every turn, causing investors to question whether they have the right investment solutions.

It's natural to feel unsettled, but now is not the time to abandon long-term objectives. With the right perspective, we think it’s possible to look past uncertainty and successfully navigate change.