The trend of the wind of the wind, the Nuggets advantageous industry, the "Double Ten" veteran of the Huaan Fund issued a new foundation

Since the beginning of this year, A -share has been "squat" in a row, and the Shanghai Stock Exchange Index has fallen 7.16%during the year, and investment is difficult. However, there are two sides of everything, and the previous decline has also created a good opportunity for the investment of equity assets. (Data source: Wind, as of 2022/6/27)

From the perspective of the index valuation, the current Shanghai Stock Exchange Index PE (TTM) is 13.17 times, which is at a low level level of 16.50%in the past two years. The investment cost is highlighted.

In addition, industry insiders also said that in the context, China's economy is expected to continue to recover, and A shares still have rich structural opportunities. At the same time, after a short return of the early stage, the market risk has been released to a certain extent, the overall valuation is at a lower level, and A shares have shown a good medium- and long -term allocation value.

How can we use the "fundamental" layout to fall out of the "affordable price"? & nbsp; From July 18th, Hua'an Industrial Trends (Class A: 014987, Class C: 014988) can be used as investors to allocate high -quality equity assets. The fund mainly has the following two major investment highlights:

Trend of the wind of the wind & nbsp; Nuggets advantageous industry

Aiming at the trend of industry upgrade is one of the highlights of new products. In Japan in the 1980s, the international competitiveness of my country in many fields such as science and technology, pharmaceutical consumption, and traditional manufacturing has become increasingly prominent. At the same time, in incremental fields such as energy innovation, emerging industries have achieved curve overtaking. "Challenge and move towards the" world overlord ", during this period, many investment targets with long -term competitive advantages will emerge.

The trend of Hua'an Industry, a new product of Hua'an Fund, will be trending in the era of wind. Focusing on the industrial field that can still grow at a high speed in the context of industrial upgrading, it mainly includes energy innovation (new energy vehicles, photovoltaic, wind power, energy storage under the clean and transformation of traditional industries (traditional industries clean and transforming , New power system, etc.), high -end manufacturing (software and hardware manufacturing under the leadership of artificial intelligence and all things, such as chips, electronic components, software, materials/equipment, etc.) New consumer services, such as sports and leisure, medical beauty, new catering, new Internet formats, etc.).

"Ten Years Ten People" veterans are in charge of & nbsp; investment is even more colorful

Wang Chun, the proposed fund manager, is another big investment highlight of the new product. From the perspective of the qualification background, Wang Chun entered the securities industry since October 2001. He has served as a researcher, director of the research department, director of financial engineering, quantitative analysts, strategy analysts, investment managers, fund managers, etc. experience.

Wang Chun officially settled in the post of fund managers in April 2007, and has accumulated more than 12 years of public investment management experience for nearly 12 years. At the same time, Wang Chun's geometric average annualized yield was as high as 17.58%, and the average annualized income of the benchmark geometric average of 16.09%. With this hard -core investment performance, Huaan Fund Wang Chun successfully ranked among more than 10 years of working and the average annualized return rate of the geometric average. The top 10 public fund managers "ten years ten people" list. (Data source: Wind, as of 2022/3/31)

Specifically, Hua'an Fund Wang Chun has achieved good investment results in the fund products that have been in charge of more than a year. Taking Hua'an Manol, who has been in management time for more than 6 years, the fund's yields in the past one, 3 years, and nearly 5 years are 21.75%, 98.11%, and 155.19%, respectively. Compared The performance comparison of the benchmark yield has obtained significant excess returns.

Among similar partial stock funds (60%-95%of the upper and lower stocks) (Class A), Hua'an Manuli ranked 1/9, 1/6 in the first 1/9, 1/6 in the past two years, and 1 in the first 5 years. /7, with a certain lead. (Data source: Galaxy Securities, the specific ranking of 98/896, 88/564 in the past one, nearly 2 years, and 50/350 in the past 5 years, as of 2022/6/24)

The outstanding performance is naturally inseparable from the good investment concept of the fund manager. In the investment, Hua'an Fund Wang Chun focuses on value investment, but he is not a traditional low -valuation value player. In his opinion, the maximum value in value investment is not to buy underestimated assets at the lowest price, but in lies in the lowest price, but in the lowest price, but in the lowest price, but lies in the lowest price, but lies in the lowest price, but lies in the lowest price, but lies in the lowest price, but lies in the lowest price, but lies in the lowest price, but lies in the lowest price, but lies in the lowest price, but lies in the lowest price, but in the lowest price. Find out the great companies that meet the characteristics of the times and grow up with them. Therefore, in terms of the choice of targets, he will focus on companies that are in the accelerated growth period (1 to N). At this stage, the industry penetration rate has begun to increase rapidly. The absolute value and growth rate have doubled, supporting the rapid and continuous growth of market value. The industry competition pattern is basically clear, and it is the golden period for growth stock investment.

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