Tuesday, January 4, 2011

30, 2011, the most to the power of a large cattle-based

 30, 2011, the most to the power of a large cattle-based
look back at 2010, the Shanghai and Shenzhen stock markets experienced a sharp rise in 2009 to start the callback after finishing in the heavyweight performance of small cap stocks and more depressed and have excellent performance. The same period last card debt After 2009 the index within a narrow range upward again. Since the performance of quite different style, so the stock and hybrid fund performance differentiation is more serious, and bond and money funds in general performed better.
however, whether the upcoming how profits and losses over the past 2010, and now should focus on the Christian Democrats more on the 2011 layout.
Ultimately, long-term investment fund is suitable for the species. In the long run, only those who weathered and fall in a bear market less, the bull market funds rose more truly be called a good fund. because the only way to truly reflect the fund skill of fund managers.
After analysis, a financial weekly in accordance with the stock funds, hybrid funds, index funds, QDII, closed-end funds and bond funds Category discharge of the cow-based .2011 30 years, they are likely to be the most Silver Hua Fuyu rhythm of the market outlook may be subject Tazhun of
NAV: 1.3251 yuan
year income: 13.0477%
Fund Manager: Wang
Recommended reason: since the establishment of the Fund, performance rankings steadily , performance in the same type of top-ranking funds. Since its inception in November 2006, showing better and better .2008 changed after the 2007 ranking by the dilemma, in the bear market has gradually reduced the proportion of positions in the same types of funds in the rankings, the 2009 has a higher level, in the same type of funds among the top 1 / 5.
the Fund's equity investments for the Fund's total assets ratio of 60% to 95%, 0% bonds ~ 40%, and net assets of the Fund to maintain no less than five per cent cash or less than one year maturity government bonds.
timing ability of the Fund's good performance in the market to adjust positions to Hershey 90%, while the sharp fall in the market, the ability to adjust to the position near the lower limit of stock investment position, can be described as flexible.
silver Huafu Yu Wang from its inception has served as the theme of fund managers, practitioners longer and management of the Fund in basic to Tazhun market, fund performance rankings year by year.
2. Soochow double power in good performance in down market
NAV: 1.4345 yuan
year income: 18.9963%
Fund Manager: Wang Jiong
Recommended reason: The Fund for equity funds, portfolio equity investment fund assets ratio of 60% to 95%, the proportion of bond investments for the Fund's assets 0% to 35% cash and less than one year maturity bonds, the total proportion of short-term financial instrument assets of not less than 5% of net assets of the Fund. warrants the investment ratio is not higher than the net assets of the Fund's 3%.
in the fund outperform in a falling market Well, in 2008 in the same type of top-ranking funds, equity funds in 2009, the average return rate of over 70%, while the fund's return rate was only 33.20%, far behind the average level of performance, ranking similar funds in 2009 .2010 in the first half of the fund Mingluosunshan outstanding performance in the last two quarters of similar rank in the top 1 / 10 position, cause for concern.
Soochow double power since its inception has been managed by Wang Jiong, Wang Jiong master's degree with 11 years of research and investment in the securities industry experience. has Dapeng Securities and Investment Institute as a researcher, analyst and Assistant Principal in 2004, joined the Soochow Fund.
3. easy to square up to small and medium machinery and equipment
disk Shigekura NAV: 1.8729 yuan
year income: 11.1184%
Fund Manager: Yun-feng
Recommended reason: As of November 25, 2010, nearly three months yield of the fund 26.06%, the same ranking 11/295, 16.13% rate of return over the past year, the same ranking 31/211, two years was 46.57% annualized return, ranking 15/151, belong to the same front, the performance is better.
E Fund since its inception in the small cap funds to focus on holding the machinery, equipment, instrumentation industry, the average quarterly percentage of ownership of these sectors is 22%, since the fourth quarter of 2009 the proportion of each quarter are held more than 26%. these industries performed well over the past two years, the third quarter of 2008 to 2010 during the third quarter, the Shanghai Composite Index rose 15.78%, Shenzhen Component Index rose 51.71%, Shanghai and Shenzhen 300 (3128.261,64.16,2.09%) rose 30.84%, machinery, equipment, instruments industry rose to 185.95%, greatly exceeded the same period of market performance.
easy to square up in the small cap has been set up by the Yun-feng management. Mr. He Yunfeng for the Doctor of Engineering, born in 1977, 2004, joined the E Fund Management Company Limited. Since 2008 began managing the Fund since the results are among the best.
4. Lion in the small cap growth in selected small cap mining stocks
NAV: 1.1950 yuan
year income: 26.0840%
Fund Manager: Lin Jian standard < br> Recommended reason: Lion in the small cap funds to invest in A shares is a high-growth small-cap equities fund positions 60% to 90%, is a high-risk equity funds active side. At present market to the main shock and the high valuation of small cap stocks, but in many high growth and potential of SMEs, in general the risk that the Fund will be greater than the broader market of blue-chip funds. Fund Manager Mr. Lin Jianbiao, served as Lion during the flexible configuration of fund managers to obtain the overall performance of the more prominent.
marked as Lion Lam Kin-balanced fund managers during the Lion balance performance in the medium level. Lion flexible configuration as the manager of fund of funds, the Fund the same type of funds in the 142 ranks 18th, at the upper level of overall performance, outstanding performance. to conclude at the upper level of their ability.
2010 年 10 23, Zhou Xinpeng additional funds for the Lion Lion Select one of the small-cap fund managers.
5. INVESCO domestic demand growth of 2
industry fundamentals investors who stick to NAV: 1.2070 yuan
year income: 7.8939%
Fund Manager: Wang Penghui, Yang Peng
Recommended reason: Invesco 2 domestic demand growth in the old star-based Jin Jingshun replication funds, by the same fund manager, so the characteristics of the portfolio and investment on the more similarities.
The fund was established in 2006 the beginning of the long-term fund performance in the same type on the level. the structural adjustment of the economic fundamentals, real estate as the main reason for fund performance to win the third quarter, emerging industries and medical industries and other non-periodic contribution to the Fund's earnings greater than 20% quarterly growth.
Invesco 2 as a strong domestic revenue funds, the last two years investment ideas and investment strategies of the initiative to adjust and to actively change its fundamental investment value. and domestic demand growth as the main structural features of the market, but also contains a long-term investment opportunities, the Fund invested in the domestic industry is expected to be on the continuation of the successful experience of .
6. China Universal Value Stock Selection + Select Balanced
NAV: 1.6810 yuan
year income: 8.2897%
Fund Manager: Chen Xiaoxiang
Recommended reason: The fund is a stock-picking funds, the number of all shares between 40-50 only. the direction of the Fund's stock selection preference for two types of industry, one associated with the macroeconomic cycle of high class trade, and second, a long-term growth, the estimated value reasonably stable growth industry, and a large consumer segment based. its undervalued stock selection and growth follows two basic principles, in addition to industry leading shares also pay attention to foreign small-cap growth stocks in mining.
Tim since the establishment of exchange rich selection of the overall performance of the value of outstanding equity funds in most of the time the top 20%. because of the stability of a strong and comprehensive results for even better performance in the past year, the excess return with outstanding performance. Since the rise in 2009 , down, all kinds of shocks in the market environment, the fund's performance more stable, the ability to respond to strong market conditions change.
the combined value of the structure of China Universal maintained a relatively balanced selection of the configuration of ideas, the focus investment in consumer industries, while not over-deviate from the market, so the performance of similar funds to maintain most of the time of the upper level; at each stage is not particularly outstanding, but the performance is very good long-term accumulation.
7. Dacheng Jing Yang forward-looking configuration gotta play
NAV: 0.9320 yuan
year income: 17.3804%
Fund Manager: Yang Jianhua
Recommended reason: Great Jingyang historical performance is wonderful. nearly half a year, nearly a year the last two years performance are maintained in stock funds near the top 10%. The fund's excess return in the next bull market the ability to highlight the risk in the next bear market is relatively large, which is the Fund's investment style related.
This year, the fund accurately grasp the pulse of the market, performance has consistently ranked in the forefront of stock funds. And once again achieved outstanding third quarter results, which led to its large consumer market development positions related to the structure fit.
based on inflation expected, the fund late in the third quarter significantly overweight compared with color, agriculture and insurance stocks. The Fund believes that inflation is likely to continue even long-expected, it clearly will be a continuing inflation investment themes . The fund will increase for commodities, agriculture, insurance and plate configuration.
8. Guotaijinying increased focus on asset risk control
NAV: 0.9830 yuan
year income: 3.3309%
Fund Manager: Wei
Recommended reason: Guotaijinying growth is a focus on asset risk-controlled equity funds, the fund was established in May 2002, its focus on the premise of ensuring safety of the Fund's assets, focusing on investment profits or income with good growth potential, growing company, this part of the investment ratio will be no less than 80% of stock assets of the Fund in order to achieve long-term value of fund assets.
the long term, fund performance at all stages are in the same industry in the upper levels, although not particularly outstanding quarter, but the quarter remained stable, and accumulated a thick excess return, and in the CBBC market conditions, funds are shown in the upper reaches of the investment capacity. in the industry configuration Fund of the market underestimated the value of high growth stocks have preference, but the theme of the investment opportunity to participate in is not deep.
Wei fund manager since he took office in May 2008, showing a good stock picking ability, Shigekura Shares of the Fund's contribution to excess return significantly. The fund initially compared to recent operations have a greater change in style, holding turnover rate from 600% in 2008 down to about 200% now, the number of stability in the 2-3 convertible only operating style stabilized. performance stability.
9. Yinhua quality growth investment research team, excellent
stable NAV: 1.8467 yuan
year income: 4.1646%
fund managers: the status of peaks
Recommended reason: Yinhua quality is a stock fund, was established in June 2006, the Fund focus on growth through the effective identification of the type and differing stages in the accurate assessment of the investment value, based on the selection of a suitable investment in the stock, and timely investment, strict risk control, to maximize their ROI.
Yinhua quality is a focus on strategic and forward-looking equity funds, funds to maintain a more active investment style, most of the time in the 80% position above, and in operation, through the selection of individual stocks, the Fund maintained a relatively stable operating characteristics. the long-term performance of the Fund outstanding performance of the past two years ranked top 30% equity funds, funds accumulated earnings significantly.
to invest in industry, compared to previous fund managers left the state since 2006 by the peaks as a fund manager, in his period as a fund manager, fund performance is better, the past two years, fund performance is outstanding performance.
10. Xinhua optimal performance to enhance the rapid growth of flexible operation
NAV: 1.6930 yuan
year income: 0.9709%
Fund Manager: SALT
Recommended reason: Xinhua Xinhua Department of preferred growth is picking a fund in the fund. in actual investment, The fund investment and flexible operation, focusing on absolute return and relative return capability. Since the founding of the Fund outstanding performance in the upper levels of the same type of jumps into the Fund In 2009, a dark horse in 2009 the largest fund, the cumulative results for the year ahead the same type.
emphasized on the Fund and the mining industry wheeled high-growth stocks, the investment operation is very flexible style of conversion on the stock market to grasp ability. fund stock selection eclectic, mainly in the second line of blue-chip and small-cap stocks flexible conversion between the fund manager stock-picking ideas unique focus on forward-looking layout. industry investment also reflects a certain degree of flexibility, focus on different markets in a timely manner under the style switch, which results in 2009 highlight the style of this operation is directly obtained effect.
in the election, the Xinhua grow to big band and small band combination strategy, to grasp the trend of large market positions correct strategy.
11. Shigekura advantage of Cathay Pacific Region Investment Location economic
NAV : 1.2670 yuan
year income: 9.8873%
Fund Manager: Deng Shifeng
Recommended reason: The fund invests primarily in a geographical location advantage and benefit from the economic development of the stock of high-quality listed companies.
the Fund within one year since the establishment of the basic grasp of market conditions that, in the fourth quarter of 2009 rally, its proportion of the shares raised to hold about 93% of the fund equity of almost 95% of the ceiling. and in market downturn in 2010, the proportion of stock investment to 74%, and reduces the loss of assets.
from its inception, the quarterly publication of the four quarters can be seen, the fund holds key pharmaceutical industry, food industry , metal industry and the financial industry. its the four sectors over the past year the proportion of the total holdings of more than 30%, the performance of these Shigekura industry far better than market performance.
12. Large Mozhuo more closely the growth structural changes in the
NAV: 1.0808 yuan
year income: 8.08%
Fund Manager: Bin He
Recommended reason: the more growth is a big Mozhuo Morocco's fourth-largest stock fund, the fund The most prominent feature is the outstanding growth the company as an investment focus, while strengthening the stock selection philosophy.
2010 年 main line of several important investment: asset growth, improved competitiveness model, the initial expansion type, technology or services leading style, breaking the bottleneck type, the basic structural changes throughout different economic cycles. which concepts such as technological innovation aimed at high-tech enterprises, Internet of things, new energy, high-growth stocks, the initial expansion of the GEM-type stocks in the lack of positive concerned about the other.
Fund investment strategy bottom-up stock selection, focusing particularly concerned about the underestimated value, high growth public companies. this lead with Morgan Stanley is also more similar. lead from Morgan Stanley The policy enforcement point of view, Morgan Stanley Huaxin Ji indeed gold in stock selection has been greatly improved, the overall strength of investment research in the new year with a larger increase.
13. ENTREPRENEUR outstanding stock picking industry NAV Fund
industrial theme: 1.0870 yuan
year income: 8.7%
Fund Manager: HU Yu rights
Recommended reason: Chinese Business Industry was established in June of this year, the market experienced a rebound from the low in July before the process behind the initial stage. Since then, the fund's sector allocation precision and excellent stock picking ability, begin to force the establishment of the fund in the same period, the fund achieved better investment performance. The fund distribution in the stock selection and industry on the old fund has the characteristics of Chinese businessmen to small-cap growth stocks in the main, operational flexibility, emphasis on stock picking quality stocks in emerging mining industry.
investments in emerging industries, mainly reflected in the fund industry allocation and stock selection style. which mainly concentrated in the information sector allocation, the machinery industry, and individual stocks, growth stocks mainly focused on the core configuration. If the Fund since the third quarter of 2010 Awkwardness in Weifu Tech (37.15,1.14,3.17%), Hengtong Photoelectric (40.60,2.18,5.67%), respectively, the new energy vehicles, three network electronics stocks, these stocks most of the basic occupied Awkwardness.
HU Yu rights management industry from Chinese entrepreneurs, the fund manager is also a gradual growth in the Chinese business up the fund manager, he is the first time as a fund manager. based on the overall investment research on the Chinese business progress and the strength of the last two years, the fund manager is also reflected in the management of the overall investment style of the Chinese businessmen.
Chinese business sector is Chinese entrepreneurs in emerging industrial investment fund replication of successful experiences. This year, the Chamber's fund as a whole made remarkable achievements, it is also largely due to the subject of the earlier concerns and flexible investment.
14 . South optimal value of the No. 16 open-end fund, in May 12, 2008 public offering.
scope of the Fund's investment flexibility, equity fund assets accounted for 60% to 95%, of which the value of equities on equity ratio of not less than 80%. bonds, money market instruments and other financial instruments account for the Fund's assets 0% ~ 35%.
fund managers talk about building strong asset management experience and outstanding performance history. He was in September 2006 joined the Southern Fund Management Co., Ltd., and also served as the company's high-growth southern and south blue-chip growth fund managers. in their joint management and Su Yan Zhu during the Southern blue-chip growth fund, the fund performed well.
15. Agriculture Banking Growth option shares outstanding
NAV: 1.2677 yuan
year income: 17.1344%
Fund Manager: Cao Jianfei
Recommended reason: CAF growth is a stock fund, the fund was established in 2008 in the bear market late the cumulative performance since the establishment of funds in the same type of outstanding performance. entered since 2010, the Fund's quarterly results are still in the same upper level types of funds, fund long-term performance is better grasp on the stock market style conversion ability, in the basically the blue-chip stock selection and good growth in disk-dominated, while accompanied by some small-cap stocks.
2010 third quarter, the Fund take place throughout the market situation, the market fell in June to gradually increase the level of the stock positions for the third quarter, laid the foundation for outstanding performance. in the industry allocation, the fund is still optimistic about early mechanical, pharmaceutical, electronics, food and beverage for the key configuration object. these industries outstanding performance in the third quarter, the Fund also natural benefit. In addition, the fund performance in the third quarter Awkwardness exceptional, full of the outstanding ability of the Fund where.
16. Huaxia advantage of growth in investment director personally manage
NAV: 2 yuan
During the year income: 23.2694%
Fund Manager: Liu move, Gong Huai-Zhi
Recommended reason: China is the dominant growth management by the director of a Chinese investment fund, active investment style, focusing on second-line blue-chip mining, holding style tend to hold steady, rather than frequent convertible. bull market in 2007 had an outstanding performance, after the replacement fund managers, fund performance continued to decline, while in the third quarter of 2010, the fund advances, among the same type before III.
Chinese advantage in the third quarter, largely due to the outbreak of Awkwardness high, especially in Baotou Rare Earth (71.44,4.57,6.83%), as the third largest stock holders of tradable shares, the Fund contribution to the outbreak of the largest third quarter results. The configuration from the industry, and underestimate the value of the industry, mainly heavy machinery who can claim the credit in the fourth quarter, shortly after the market needs to see the smooth style of switching. With the cattle stock prices gradually callback, the fund's performance is also facing down a certain risk.
fund manager Liu moving Ren Penghua Fund Management Co., Ltd. has invested financial institutions headquartered Vice President and Director, Investment Management Center Ping An Insurance Group assistant portfolio manager, researcher at Ping An Securities Co., Ltd. .2006 Huaxia Fund Management Co., Ltd. joined.
17. ENTREPRENEUR the biggest dark horse of 2010
Prime NAV: 2.3652 yuan
year income: 37.7198%
Fund Manager: Jian-Bo Sun, Zhuang Tao, Liang Yongqiang
Recommended reason: Chinese Business Saatchi was the biggest dark horse of 2009 Fund, is the ace of Chinese Entrepreneurs Fund continues its leading performance in 2010, is the highest third quarter earnings until the stock funds. investment characteristics, the Chinese Entrepreneur Spirit is the most representative of Chinese businessmen Fund Style, and turnover is high, frequent changes in position, the unique advantages of stock selection, investment strategy with a forward-looking. In 2009, after the crisis effectively seize the rally, the Fund redouble their efforts in 2010 continued its performance advantage.
Chinese Entrepreneurs Fund has always been of the high handoff concerns of the industry, the pros and cons on the operating practices is mixed. But, no doubt, flexible operation has become a Chinese Business Fund gold standard, although still implies high handoff greater market risk, but the Chinese business through stock selection, strategy to improve the certainty of this high-risk operation, and have achieved good long-term performance, which in itself has proved enhance the investment capacity.
Chinese business prosperity remain the third quarter of outstanding performance, among the top 10% of the same type. its cautious position on the fund performance to a certain extent, but does not prevent the performance status of Chinese business prosperity.
mixed Type
18. focus point selection, Morgan Stanley resources resource stocks
NAV: 2.1482 yuan
year income: 15.1428%
Fund Manager: Bin He
Recommended reason: Morgan Stanley is a resource partial shares mixed fund, which focus on investing in resource companies, mining resources, the investment value of listed companies, the contract provides that: invest in resource shares of listed companies assets ratio of not less than 80% of fund shares. Morgan Stanley outstanding performance in long-term performance of resources, funds the past three years, the last two years and the level of performance for nearly a year before in the same types of funds 10%.
2010 third quarter performance in the middle level of the fund, but since the fourth quarter, the Fund performance rapidly. in a bear market environment and volatility, the fund is more inclined to excess returns.
fund managers Bin He has 11 years of securities industry experience, is currently assistant director of investment management, investment decision-making committee, Morgan Stanley Mozhuo more resources and a large fund managers, fund management, the more experienced.
19. Chinese Business Chinese Business Dynamic Alpha Fund's first hybrid only
NAV: 1.1680 yuan
year income: 20.4124%
Fund Manager: Liang Yongqiang
Recommended reason: Chinese Business Chinese Business's Dynamic Alpha is the first hybrid only configuration Fund, and the Chinese Business Chinese Business Saatchi's operating positive, compared with the leading Chinese businessmen, the Chamber also stressed the dynamic , specializes in the traditional stock picking, the other is a balanced configuration.
Chinese businessmen Alpha was founded in late 2009, since the establishment of fund performance in the top 30% of the same type, whether it is structural adjustment of prices the market or market volatility, the Fund achieved better results.
especially in the third quarter, the most prominent early in the year because the Fund is optimistic about the cyclical, consumer medicine and the three major investment in the direction of new industries, while three quarters of the pharmaceutical and emerging industries with ultra-equipped for the Fund to substantial excess return, in particular Seven electronics (108.80,3.45,3.27%), Fosugufen (15.21,0.24,1.60%), and, more than 25% growth in quarterly results, far beyond the basic market and the same types of funds.
20. Castrol growth of hybrid stock-picking ability to highlight
NAV: 5.25 yuan
year income: 21.96%
Fund Manager: Shao Jian
Recommended reason: Castrol growth was established in July 2003 9, are hybrid funds, large-growth style. The fund performed well, and strong risk-benefit ratio of continuing well.
in the last six full fiscal year, the fund has ranked top 5 years before the industry 50%. As of November 30, 2010, the Fund close to yield 17.59% in March, the same ranking 13/169, rate of return of 30.70% over the past year, ranking 3 / 164, 48.15 two-year annualized rate of return %, ranking 8 / 139, and the quarterly earnings more stable, are similar in the forefront.
fund shares asset allocation range of 40% to 75%, lower limit, with a more flexible adjustment of space, but the basic position since the inception of the Fund stable, generally 65% to 75%, and even the bear market in 2008 was higher than 55% of its positions. In general, the timing of the fund to do less, but in extreme market conditions can also follow the market and make positive adjustment.
21. TEDA Manulife cycle stability of long-term performance is outstanding positions
NAV: 1.0774 yuan
year income: 5.7983%
Fund Manager: Wu Junfeng, Liu Jinyu
Recommended reason: TEDA Manulife stock cycle, established in 2003, for the hybrid funds, investment style is in the drive cycle type. fund long-term benefits well, performance is relatively stable. stock positions slightly lower but stable, the recent investment style has been converted.
annual income from rate ranking in nearly six full fiscal year, the fund ranks top 5 years before the industry 1 / 2, of which 3 years the top 1 / 5, in the big bull market in 2007 because of its relatively conservative positions After the top 1 / 5.
quarter earnings from the recent rate of 7 ranking, in addition to two quarterly ranking on the list, the rest were the first 1 / 2, and relatively stable performance of the overall ranking. As December 8, 2010 The fund yields 6.99% in recent months, the same ranking 91/169 in the past year yield was 5.89%, ranked 72/164 in two years was 33.97% annualized return, ranking 25/142, belonging to the forefront of similar long-term performance is better.
22. SDIC Rui Yinjing down prices in the gas industry resilient varieties
NAV: 0.9790 yuan
year income: 3.38%
Fund Manager: Yuan Ye
Recommended reason: As a hybrid fund that the proportion of stock investment ceiling has been to restrict the proportion of the Fund's equity investment not exceeding 75%. Therefore, the Fund's equity investment funds in the same relatively conservative, but the Fund ability to obtain revenue is still strong, especially in the bull market phase of .2005 in the first half of 2007, the fund investment ratio will be maintained at 70%, or even close to 75% limit, up opportunity to seize the market, timing ability of the Fund is evident.
the income ranking in the performance of the fund is relatively stable. but because the stock has remained relatively low investment ratio, which makes the bull market in 2007, the Fund ranked more on the list, and the decline in the market in 2008, ranking relatively higher. This characteristic also makes the fund's outstanding performance in the near future, in the past year, the Shanghai Composite Index fell more than 20% of the cases, the fund does not folded, even increase slightly.
current fund manager Yuan Ye, Fudan University, MBA, has 12 years of securities industry experience, investment experience.
index funds
23. Southern 500 (LOF) the first track only small-cap index products
NAV: 1.2441 yuan
year revenue: 10.5648%
Fund Manager: Zhang Yuan
Recommended reason: the company issued in the Southern Fund Securities 500 Index Fund, is the first fund industry A representative in the small cap index tracking fund products performed well this year.
similar style before on the small cap index funds are significantly less than the representation of investment, such as deep-100 Index Fund only covers the Shenzhen market, small plates ETF is only a more narrow range of small and medium enterprise market. while the index fund provides a comprehensive coverage of the first cities in the small cap index fund product representation style.
investors can choose to invest for the purpose of the two investment Securities 500 Index Fund. For now, the China Securities 500 Index Fund as a long-term alternative is more appropriate configuration. In the long-term allocation of funds portfolio, consider the China Securities 500 Index Fund and the Shanghai and Shenzhen 300 Index Fund with investment to to achieve two major investment styles on the market coverage.
24. TEDA tape
NAV Manulife Wealth: 1.0560 yuan
year income: 5.4%
Fund Manager: Wang Yonghui
Recommended reason: The Fund is the first listed company to focus stock selection criteria for the wealth creation capacity of the index products, with a strong targeted and unique, and the market's benchmark index is now generally a sharp distinction.
their subject Teda Central Card Index Index Manulife custom, the preparation method, the introduction of net profit, cash flow and net assets a fundamental index of the ability to focus the company's core operating advantages.
in the long cycle of regression testing, the index and the Shanghai and Shenzhen 300 Index by assuming similar risk exposures, to obtain a more prominent returns, significantly beyond Shanghai and Shenzhen 300 Index. from the valuation of stocks, income and size of the point of view, the index value-style bias, growth and valuation of certain advantages, stocks close to the Shanghai and Shenzhen 300 Index of liquidity.
QDII fund < br> 25. CIFM first QDII advantage of one of the Asia-Pacific
NAV: 0.6681 yuan
year income: 12.19%
Fund Manager: Yang Yifeng, Zhang
Recommended reason: The fund was the first four QDII sea, one of the early days had been subjected to large losses as of December 23 this year, the unit only in the net value of 0.6681 yuan. The fund was first established, the main focus on the Hong Kong stock configuration, after the gradual South Korea has increased consumer stocks, financial stocks such as India has a stable growth stock investment, while reducing the proportion of Hong Kong stock configuration, but the overall position of the Fund has more than 85%, investment style is aggressive type.
financial exchange data statistics, as of December 23 this year, the JP Morgan Asia Pacific advantage of this index in the YTD return to 12.1911% of the data on the 30 ranked first QDII.
26. Merchants Merchants global resources first unit only QDII
net worth: 1.2040 yuan
year income: 0.3%
Fund Manager: Zhang days, cattle if Lei
Recommended reason: just as the first QDII investment products to large-cap stocks in developed countries focus on investments, focusing on global resource investments, selection of individual stocks to be configured. from the third quarter, the Fund's position of view, global investment areas investment resources are mainly concentrated in the U.S., the UK developed markets, while a part of Hong Kong equities held.
from the industry point of view, the main centralized configuration on the new material, accounting for more than 50%, while energy, information and other industries have also been focused on the fund. The fund is currently configured focused on energy, consumer goods, ...

No comments:

Post a Comment