The "Period Entrance Examination" of the Equity Fund: In addition to the championship base with a rate of 53%, these three products have won the top 100 seats!
Author:Securities daily Time:2022.07.02
Wen | Wang Siwen
The "Period Examination" of the Equity Fund Market in 2022 officially ended. In the first half of this year, the A -share market fluctuated sharply, and the net value of the fund fluctuated continuously, but as of June 30, there were still 1,125 equity fund products in the first half of the year. Judging from the return rate, the return on the top three equity funds exceeds 40%. 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. The famous "dark horse" is often available, but General Chang Sheng, who continues to lead, is not often there. The reporter found that if the performance assessment cycle was extended to three years, 98.5%of the equity funds could gain positive income, and 770 products doubled over the past three years. Industry insiders said that the public fund industry has always adhered to long -term in -depth research and strived to tap investment opportunities with medium and long -term investment value, thereby achieving long -term stable development. At the same time, it is hoped that investors will adhere to long -term rational investment in combination with their own risk tolerance and enjoy sustainable investment results. Active equity fund runs many mainstream indexes in the first half of 2022, and the A -share market has experienced many ups and downs. From the perspective of the market performance of the main sectors, the Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index and the GEM Index have fallen by 6.63%, 13.2%, and 15.41%, respectively, and the first half of the science and technology innovation fell by 20.92%. The A -share market also shows a clear structural differentiation. Coal, chemical, infrastructure, banking and other sectors have increased huge, and the Internet and components have encountered a "cold winter", and the market performance is poor. In this context, professional institutional investors have continuously strive for excess returns with selecting individual stocks and controlling positions. "Securities Daily" reporter sorted out the Oriental Wealth Choice data showing that as of June 30, after eliminating the new fund this year, the average yield of equity funds was -7.62%. Some mainstream indexes such as science and technology 50, of which 12.4%of the equity funds have obtained positive income during this period. If an index fund is excluded, the average yield of active equity funds rose to -7.25%in the first half of the year. Among them, the average yield of partial stocks with a stock position of more than 60%or more is -9.67%, and the average yield of ordinary stock funds with more than 80%of the stock positions is -9.82%. -6.98%, and the average yield of the balanced hybrid fund is -3.84%, and the overall winning market. Data source: Oriental Fortune Choice in the first half of 20122, the list of five -based gold row lists came out to watch, and there are still many products behind the active equity fund to perform a considerable excess revenue, which has obtained a higher rate of yields than the industry average. In the first half of 2022, the active equity funds with the highest yields were mixed with many strategies for the Macroear in Macro. In the first half of this year, the yield reached 52.63%. The fund was established in March 2017. The current fund manager is Huanghai. The fund is the fund. A flexible configuration fund. The other two products managed by Huang Hai, Wanjia Xinli, flexibly configure mixed and Wanjia selected mixed A. At the same time, they won the positions of "Listing" and "Flowers", with a yield of 46.8%and 40.77%in the first half of the year. According to the reporter's understanding, the return rates of the above three funds since Huang Hai's taking office are 24.19%, 29.94%, and 25.64%, respectively. Small and beautiful "funds, so there are not many basic people in the above three funds. 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. In addition, the flexible configuration of Wan Jiayi managed by Zhang Heng and the flexible configuration of Jinyuan Shun'an Yuanqi managed by Miao Weibin also exceeded 20%of the year, and the effect of making money was obvious. Including the above -mentioned funds, a total of 32 active equity funds with an active equity fund in the first half of the year. [The top 20 performance rankings of active equity funds] [The top 20 performance rankings of flexible configuration funds] [The top 20 performance rankings of partial stock hybrid funds] [top 20 performance rankings of ordinary stock funds] [Balance The top 20 performance rankings in hybrid funds] It is worth noting that most of the funds ranked among the top this year are smaller "small and beautiful" fund products. Attack. However, this means that even if these funds have obtained a very high return, because the number of fund holders is not high, there are also a few foundation people who can share this result. The top 100 seats for the active equity performance rankings of these three funds are on the occasion of the "Period Examination" list this year. The performance of the fund manager also led the lead in the second half of last year. The Xin'ao New Energy Selection of Li Bo and Zeng Guofu managed by Li Bo and Zeng Guofu. The yield in the second half of last year was 41.4%. The top 100 list.
In addition, the CCB potential of Zhou Zhishuo's CCB potential New Blue Chip A shares A won 30.74%and 5.87%of the income in the second half of last year and the first half of this year. The income won 30.12%and 7.96%, respectively. The following three funds have won the top 100 seats for active equity performance. Three -year active equity fund performance rankings: 770 is just "double foundation". In fact, in the field of public funds, "dark horse" often available, but General Chang Sheng who continues to lead is not often there. At present, authoritative fund rating agencies usually put the assessment cycle long to three or five years of evaluation of the "long -distance running ability" of fund managers. According to statistics from reporters, as of June 30, 2022, special circumstances such as removal of large redemptions caused a substantial change in net worth of the fund. Of the 3374 active equity funds established for three years, 770 products have doubled in the past three years. The "double base" ratio reached 22.8%. The list of funds with a rate of return of more than 300%in the past three years: From the perspective of the industry, these funds can win in the long -distance running, which is inseparable from their flexibility in the face of different market conditions. Fund performance with long -term value investment is more sustainable. Recommended reading
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