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“一行一局一会”宣布一揽子逆周期政策、政治局召开会议讨论经济形势，释放积极信号，A股迎来史诗级上涨，成交额创历史新高。报告期内，本基金仍处于建仓期，以稳健的思路构建组合，主要配置于固定收益类资产。随着权益市场底部的确认，基金逐步增加了权益类资产比例。","declarationDate":"2024-10-23T16:00:00.000Z","lastUpdated":"2026-03-09T14:04:33.632Z","fund":{"_id":3000000020846,"__csrcFundId":13804,"stockCode":"020846","fundSecondLevel":"fof","stockType":"fund","areaCode":"cn","market":"a","tickerId":20846,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-07-24T21:19:56.284Z","status":"normal","exchange":"jj","shortName":"人保泰睿积极配置三个月持有混合发起式（FOF）(020846)","name":"人保泰睿积极配置三个月持有期混合型发起式基金中基金（FOF）","setUpAssetScale":10000000,"setUpDate":"2024-04-25T16:00:00.000Z","setUpShares":10000000,"inceptionDate":"2024-04-25T16:00:00.000Z","pinyin":"rbtrjjpzsgycyqhhxfqsjjzjj(fof)","masterFundShortName":"人保泰睿积极配置三个月持有混合发起式（FOF）","managers":[{"stockCode":"db20747033","stockType":"fund_manager","exchange":"fm","tickerId":2524201850,"name":"叶忻"}]},"announcement":{"linkText":"人保泰睿积极配置三个月持有期混合型发起式基金中基金（FOF）2024年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1171095","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed3717fea5b3eb053d354","date":"2024-06-29T16:00:00.000Z","stockId":3000000020846,"sao":"2024年上半年，宏观经济在波折中前行：多部门政策组合拳的出台，意味着房地产行业政策底已现，需求端能否改善成为未来一段时间经济和股市的关键；微盘股流动性危机和国九条政策可能从根本上改变了市场参与者的审美；外部地缘扰动增多，海外去库进程暂缓，出海逻辑遭遇反复；AI浪潮进展迅猛，投资者在星辰大海中寻找脚踏实地的核心资产。A股市场权重指数涨跌互现，在资产荒和保险会计准则的改变下，大盘、高股息、高质量资产延续强势表现，而小盘、成长表现较差。在基本面偏弱、景气持续性较差、增量资金有限的背景下，市场存量博弈特征较为明显，行业轮动速度较快，行业选择的难度较大。报告期内，本基金仍处于建仓期，以稳健的思路构建组合，主要配置于固定收益类资产。随着权益市场的企稳回暖，基金将逐步增加权益类资产比例。","declarationDate":"2024-07-17T16:00:00.000Z","lastUpdated":"2026-03-09T14:04:33.628Z","mo":"展望2024年下半年，全球央行转向格局将更加清晰；外部地缘因素可能在未来一段时间持续影响宏观经济和微观主体；居民消费和购房意愿仍较低迷，或需较长时间才能扭转；市场对更为积极的财政政策抱有期望。在此背景下，我们将重点关注以下几个方向：供给格局清晰、全球定价的大宗品； 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