In the first half of the year, the public offering "ranking war" was only three days left in the top four of the products of the Wanjia Fund.

28jun

Wen | Wang Siwen

The equity fund market will welcome the "mid -term entrance examination". "Securities Daily" reporter noticed that although the fund's net value fluctuated continuously, as of June 27 (the same below), there were still 448 equity fund products to harvest positive income. Judging from the return rate, the return on the top three equity funds exceeds 30%. It is worth noting that the equity funds that have more outstanding performance this year have fewer partnerships in heavy warehouse stocks and heavy warehouse industries, and their "play" are different. Investment is a long -distance run. The reporter found that if the performance assessment cycle was extended to three years, 98.24%of the equity funds could gain positive income, and 742 products doubled over the past three years. Industry insiders said that the public fund industry adheres to long -term in -depth research and continuously creates investment value, so as to achieve long -term steady development, is the inherent core driving force for public funds to obtain excess returns for a long time. It is hoped that investors will make rational investment in their own actual situation, adhere to long -term investment concepts, and avoid unnecessary losses caused by short -term blind investment. In the first half of the year, the champion of the equity fund has been "locked" by the Wanjia Fund? If it comes to the biggest popularity of the active equity fund in the first half of the year, Huang Hai managed by the Wanjia Fund Manager Huang Hai's rights and interests will not be allowed. According to the "Securities Daily" reporter continued to observe, the three funds he managed have been led for many months. Currently, the top three of the performance of the equity fund in the first half of the year. Specifically, these three funds are Macro -selected multi -strategy hybrids, Wanjia Xinli flexible configuration hybrids, and Wanjia selected hybrid A. In the first half of the year, the fund's net value growth rate reached 41.18%, 36.41%, and 31.16%, respectively. At least 6 percentage points are pulled out of the fourth place. However, there are not many basic people in the above three funds this year. The latest announcement data shows that Wanjia's macro -selection multi -strategic mixing, Wanjia Xinli flexible configuration mixed mixed, and Wanjia selected mixed A total of only 77,700 households. Judging from the configuration of the Yellow Sea, the real estate sector has always been his "preference". Since the third quarter of 2021, the Huanghai has been vigorously allocating coal stocks. As of the end of the first quarter of 2022, the top ten heavy positions of Wanjia's macro -selection multiple strategies include Shaanxi Coal Industry, Poly Development, Huaibei Mining, Shanmei International, and Pu'an Environmental Energy. The returns since the above three funds have been 16.26%, 22.19%, and 18.59%since Huang Hai's office. The term of office is about 1 year and 9 months. In addition to the three funds managed by Huang Hai, Wan Jiayi, the flexible configuration of Wan Jiayi managed by Zhang Heng, a fund manager of Wanjia Fund, temporarily ranked fourth in the first half of the year in the first half of the year, and won 26%of the yield. Among the top ten lists, Jinyuan Shunan Yuanqi flexibly configure hybrids, CITIC construction low -carbon growth hybrid, BOC Securities value selection hybrid, Caitong asset management new energy vehicle hybrid initiative, Zhonggeng value quality for one year Holding the mixed period of holding period, the transformation and innovation growth of Jinxin, the current fund manager is Miao Weibin, Zhou Ziguang, Baibing Ocean, Shao Sha, Qiu Dongrong, Yang Chao. 12%to 19.3%return. On the whole, a total of 448 funds have received positive income since this year, and there are 19 funds with a return rate of over 10%. It should be noted that in the field of public funds, the famous "dark horse" is often available, but General Chang Sheng, who continues to lead, is not often there. At present, authoritative fund rating agencies usually lengthen the assessment cycle to three or five years to evaluate the "long -distance running ability" of the fund manager. According to statistics from reporters, as of June 27, 3079 active equity funds established for three years have been established for three years, with 3025 products in the past three years, the proportion has reached 98.24%, and 742 products have doubled in the past three years. In the first half of the year, the fund manager's configuration of "play" is very different "victory and defeat is the common", as is the public fund market. In the context of market shocks and continuous fluctuations, the reporter found that the fund manager has different "play" in the investment allocation in the first half of this year, and it is no longer consistent. For example, in the first quarter of the market market, Qiu Dongrong, a tens of billions of fund managers of Zhong Geng Fund, purchased its own funds, and made it clear that he was optimistic about the systemic investment opportunities of Hong Kong stocks. From the perspective of the positioning of the value of the value of Zhong Geng's value and quality, Qiu Dongrong increased Hong Kong stocks in the first quarter, and also paid attention to the sectors within multiple capabilities such as banks, color metals, and medicine and creatures. For the "window fund", Jin Yuan Shun'an Yuanqi flexibly configure the mixed play method. The fund manager Miao Weibin's fund holding a high degree of decentralization. In terms of individual stocks and industry selection, the fund manager Zhou Ziguang, the fund manager of CITIC, is more concerned about high -quality stocks in the low -carbon field. It is worth noting that among the fund managers who temporarily listed the "top ten" of equity funds in the first half of the year, Qiu Dongrong managed a large scale and the latest management scale has exceeded 20 billion yuan. The management scale is small. The scale of Zhang Heng, Miao Weibin, and Zhou Ziguang is 666 million yuan, 773 million yuan, and 1.188 billion yuan, respectively. In the future, the "small and beautiful" funds managed by these fund managers may usher in wider attention.

Recommended reading

China in the past ten years | Please check this "agriculture and rural" transcript: Grain production has stabilized more than 1.3 trillion pounds for 7 consecutive years, and 98.99 million rural poor people have all poverty alleviation ... Shenma Power 7 consecutive boards have soared by nearly 100%, ""Coal Flying Color Dance" market reappearance, what else is there in the "rise"?

Picture ｜ Bag Picture Network Station Cool Hero Production | Zhang Xin

- END -