3337 funds in the first half of the year "return blood" bond funds and currency funds accounted for high proportion

As the market continues to pick up, the net value of 3,337 funds in the entire market in the first half of the year (only the main code of the fund, the same below) has gradually "recovered the loss" to reach the point on December 31, 2021. However, the average yield of multiple types of funds in the first half of the year is still negative, and it will take time to completely "recover the loss".

Specifically, the proportion of bond funds and currency funds was high, with 86.22%and 99.70%, respectively, and the average yield rate in the first half of the year was positive.

In an interview with the Securities Daily reporter, Sun Guiping, an analyst of the Shanghai Securities Fund Evaluation Research Center, believes that the main reason is that the bond funds and currency funds mainly hold a solid -income assets. The influence of the turbulence of the equity market in half, and the bond market also performed well in the first half of the year. Although there is a short -term shock, the range is small.

35 alternative investment funds "return blood", accounting for more than 60 %. Sun Guiping said that alternative investment funds are mainly commodity funds and stock multi -short funds. limited.

Sun Guiping further stated that partial equity funds such as hybrid funds, stock funds, and QDII funds are mainly invested in overseas markets such as mainland stock markets and Hong Kong stocks. Due to the continuous adjustment of the domestic and foreign rights markets in the first half of this year, the proportion of "return blood" is relatively low. They were 13.37%, 7.66%and 15.54%, respectively. FOF also has a certain position to invest in equity funds, which is affected by the continuous adjustment of the equity market, and the FOF bias bias is mainly based on the rebound of the hotspot of the equity market. "The proportion is low, but the average yield is significantly higher than other equity funds. It has certain advantages in retracement control. In the long run, FOF still has a high investment cost -effective, suitable for ordinary investors to hold long -term holding.

Most funds that have experienced a large retracement at the beginning of the year are still "returning blood", but the new fund established this year is lucky. Data show that 514 only has a new fund with data statistics, with 433 positive income, accounting for 84.24%.

Sun Guiping believes that in the first half of this year, the new fund established during the market decline, due to the influence of the fund building period, to a certain extent, the influence of the market decline was high, and its "blood return" ratio was high, mostly from 64.65%to 97.69%of 97.69%. In the middle, new energy, automobiles, photovoltaic, new materials, home appliances and other industry -themed funds have benefited from a sharp rebound in the later market and achieved good performance.

"Securities Daily" reporter noticed that although some funds have not returned after "returning blood", many investors have begun to entangle on a social platform: after the fund returns, it will continue to hold. There is a tip of a citizen, "Everyone must see it if you see it and stop the profit in time. The fund products I bought have taken it for two and a half years, and the yield is from 13%to -11%. I took a lot of 'roller coasters' back and forth. "Another Kenmin said," The products I bought before will return to the book immediately, continue to hold firmly, and turn on the model of making money. "

"For investors, choosing a bag to be held or continuing to hold it. You can't just look at whether the fund you hold back to the book, but also depends on whether the risk tolerance is appropriate." Sun Guiping suggested that investors with low risk capabilities, You can choose to reduce the proportion of risk assets appropriately after the fund returns; investors with moderate risk tolerance can choose to continue to hold, or adjust the fund in the investment portfolio, and choose funds with excellent long -term performance performance. In any case, fund investment is long -term behavior. The income of long -term holding of the fund is more than the short -term holding income. Investors' frequent transactions in the short term will not only make money, but also lose a considerable fee.

Huang Dazhi, a researcher at the Star Financial Research Institute, believes in an interview with the Securities Daily that the fund is still a matter of profit after the fund returning or profitability is still settled. For different types of funds, there are different strategies. For example, for fixed income funds with relatively low risk levels such as bond funds, fluctuations are relatively small, and the maximum retracement is relatively small, which can be held for a long time. However, for equity funds, hybrid funds and other equity funds, it is necessary to consider the problem of stopping profit, combined with targets to stop profits (set target yields), valuation stop profits, positions such as positions, and positions to stop profit. Essence

Our reporter Chang Xueyu

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