Public fund performance in the first ten months: 1% increase in income over 50% over 400
Source: Daily Economic News Original headline: Public fund performance in the first ten months was released: A total of 400 funds with only 1% income over 50% were closed in October 2019. The rankings of various fund types in the first ten months of the public fund were also freshly released.
With the gradual end of 2019, the competition for public fund performance has become increasingly fierce.
On the whole, excluding the newly established funds during the year, only 1% of the products performed during the year, and there were more than 400 with a return rate of more than 50%, and 23 grades B doubled.
In other words, if you buy an old fund at the beginning of the year, the probability of making money in the first ten months of this year is nearly 99%, and 6% may make more than 50%.
From the perspective of fund types, benefiting from the strong development of the equity market, active partial equity funds make good money. After excluding funds established during the year, all common stock bases have received positive returns, and the average income in the first ten months has increased.
73%, the average return of partial stock mixed funds is 35.
94%; Index funds that passively replicated the index have sacrifice some of their returns due to the market retreat in the second half of the year, and the average return in the first ten months was 25.
34%; In addition, QDII funds and bond funds are slightly inferior, with average returns of 15 in the first ten months.
With only two months left in 2019, the public fund performance competition has entered the sprint stage, and the products that have ranked in the top 10 performances of the top ten funds of the major categories will definitely become “seed players”.
However, there is still a flight to qualify for the final results. It remains to be seen whether the leader will stand 杭州夜网 at the last minute and whether he will be able to take the lead.
Active equity funds: Earn up to 94 in the first ten months.
34% In October 2019, the A-share market is also known as the ultimate core asset structure bull market. Many equity funds benefited from a surge after the Spring Festival and went out of last year’s slump. The broad market entered a consolidation phase in May.And continued to pull saw around 3000 points.
Gradually, active equity funds have maintained 26.
24% average yield.
Among them, Yinhua domestic demand is selected to 94.
With a return rate of 34%, it became the champion of the active equity market in the first ten months of 2019 (excluding tiered funds and newly established funds).
So why does this fund win?
According to the data from the three quarterly reports, Yinhua domestic demand selected investment allocation under the basic framework of “the big year of agriculture, the first year of science and technology.” Among the top ten heavy storage stocks at the end of the third quarter, Zhaoyi Innovation of the electronic sectorUp 147.
Generally speaking, precision mortgage treasure agricultural leading stocks are also its magic weapon. As of October 31, the weight of Yisheng shares in heavy warehouses, and Minhe shares doubled during the year, rising 294 respectively.
The second winner of the active equity fund in October was the Guangfa Shuangqing upgrade. The data shows that for October 31st, this fund gained 88.
In addition, Bo Shi Healthcare Industry A, GF Healthcare, GF Innovation and Upgrade, Bank of Communications grew by 30, and Hui’an Fortress, respectively, achieved a yield of more than 80% among the top ten equity fund red lists in October.
Among the TOP10 list of equity funds in the first ten months of the list, there are 4 medical theme funds on the list, which belong to Boshi, GF, ABC Huili, and China-Europe Fund.
Index funds: Consumption, pharmaceuticals, and technology have eliminated the newly established, and after grading funds, the average return of index funds reached 23.
34%, 13 fund performance status, accounting for 1 ratio.
8%, from the perspective of average income, this data is less than the active equity fund market.
In this way, it is better to choose a fund and choose an index than to choose an active equity fund to make more money.
Among the funds on the red list of index investment funds, consumer, technology, and pharmaceutical indexes are still the vanguard.
Among them, Huitianfu CSI major consumer ETF, Castrol CSI major consumer ETF, Huitianfu CSI major consumer ETF connected the three consumer indexes to win the top three in the index investment performance, and the index fund income top three in the first ten months of the net value increase.Above 60%.
In addition, Tianhong CSI Food & Beverage is divided into 56.
9% of net worth developing countries rank sixth.
The science and technology index is also a “home base” for frequently developed performance explosions. Among the top ten results in the first ten months of the year, South China Securities 500 Information Technology ETF and its connected funds, rich countries CSI smart cars have been on the list.Soared 57.
Two other index funds tracking the pharmaceutical industry have also been on the red list. For example, Huitian Fu CSI Biotech AC shares, and the rich country CSI themed index has strengthened. As of October 31, the net value of the above funds increased by 51.
Another MSCI index fund broke through and broke into the top ten of index performance. As of October 31, CICC’s MSCI China A-share quality yield rate has exceeded 50% this year.
Fixed-income funds: The convertible bond funds accounted for nine seats, and the equity market has become warmer. The convertible bond funds, which have both genders, have become a bright spot in the fixed-income investment category.
Data show that in the top ten months of the TOP10 ranking of debt-based performance, convertible bond fund products account for 90%, of which Southern Greek yuan convertible bonds rose by 27.
43% won the championship.
At the same time, the convertible bond funds on the debt-based TOP list include Huitianfu Convertible Bonds, Changsheng Convertible Bonds, and China-Europe Convertible Bonds.
Among them, hybrid bonds have become mainstream, and only Tianzhi Convertible Bonds Enhancement A, a long-term pure bond fund, has been on the list.
In terms of scale, these funds are generally small in size. Among them, the large gold-absorbing customers include Huitianfu Convertible Bonds, and China-Europe Convertible Bonds, with a scale of more than 1 billion cents.
QDII funds: The difference in performance between the beginning and the end is more than 60%. Looking at overseas markets, the performance of the QDII fund shows a two-day situation of ice and fire. The difference between the performance and the end is more than 60%. Among them, the benefits of U.S. stocks have climbed to new highs.During the year, the DAK 100 Index, Cathay Nasdaq 100 ETF, and Dacheng Nasdaq 100 rose by more than 25%, while the average rate of return of QDII products during the same period was only 15.
Several companies rejoiced and some worried. The oil and gas QDII failed to deliver satisfactory transcripts for investors in the first ten months, of which Huabao Standard & Poor’s Oil & Gas USD and Huabao Standard & Poor’s Oil & Gas Carbide received 19.
The 39% margin bottomed the QDII market.
Overall, 64 QDII funds have increased their net worth by more than 20% this year, and 95% of QDII funds have made money for investors in the first ten months.
Among them, Huitianfu spent RMB 42 on global consumption.
4% net worth tension leads the market; E Fund S & P Information Technology RMB, China Mobile Internet RMB 37.
The return rate of 25% is close behind; on average, Southern Hong Kong has grown, and the returns of funds such as JP Morgan China Biomedicine have exceeded 35%.