# Lao Siji Hard Core Evaluation# $ SDIC UBS New Energy Hybrid A (F007689) $ $ E Fund Environmental Theme Hybrid (F001856) $ $ CCB New Energy Industry Stock (F009147) $ @Today’s Topic
Snowball sorted out 12 equity funds with heavy positions in new energy.
Focus on the performance of the funds that have been established for two years in the past two years.
In the past two years, these equity funds have allocated a relatively high weight to new energy resources represented by the lithium battery, photovoltaic and wind power industry chains, and have fully enjoyed the dividends on the track, and the increase has generally doubled.
Among them, CCB New Energy industry stocks and SDIC UBS New Energy rose more than 150% during the mixed period, leading the income performance of these 10 funds.
This is often the case with track funds. Once the yards are right on the track, the income performance will be very advantageous.
At the same time, as popular track funds, these funds have shown relatively high risks during the period. The maximum retracement in the past two years has reached an average of 42.95%. Compared with active equity funds in the same period, it is regarded as the largest retracement. group of funds.
Among these 10 funds, SDIC UBS New Energy Hybrid, Chuangjin Hexin New Energy Automobile Stock, and CCB New Energy Industry Stock, which had leading returns during the period, were also the funds with the largest drawdown during the period, reaching or nearly halving during the period.
The principle of the same source of profit and loss is fully reflected in these 10 funds.
If the ability to grasp the new energy industry companies is not enough, or the risk appetite is not high enough, and the risk tolerance is not strong enough, then the psychological pressure brought by these funds will inevitably be greater, especially in the current period of high sector valuations.
Due to the relatively poor drawdown control, the stocks of SDIC UBS New Energy Hybrid and Chuangjin Hexin New Energy Automobile did not reach new highs for 10 consecutive months during the period, while the income performance was relatively backward among these 10 funds, with the largest drawdown in the middle. The intrinsic value of Yinhua Zhihui is mixed, and it has not reached a new high for 10 consecutive months. It seems that its momentum on this track is relatively weaker.
From the perspective of comprehensive income and risk, it is not necessarily that the risk-adjusted return of a fund with a high cumulative rate of return must also lead.
Because in the risk-adjusted return assessment, the level of return volatility is the denominator. If the fund’s risk control is worse, it is entirely possible that the risk-adjusted return will perform at the bottom.
Among these 10 funds in the annualized Sharp TOP3 in the past two years, in addition to the CCB New Energy industry stock itself, which is the fund with the highest cumulative yield, Penghua Environmental Protection Industry Stock and E Fund Environmental Protection Themes are mixed with relatively high cumulative yield. later funds.
In addition, although the current position structure of these 12 funds has strong new energy attributes, in fact, their natural new energy attributes are very different.
E Fund environmental protection theme, Penghua environmental protection theme, and Changxin low carbon environmental protection are all environmental protection theme funds. In addition to lithium batteries, wind and solar power and other hot sectors in recent years, they can also focus on but not limited to garbage treatment, wastewater treatment, Energy saving, environmental renovation, etc.
Harvest New Energy New Materials, SDIC UBS New Energy, CCB New Energy Industry, Xinao New Energy Selected, TEDA Manulife New Energy, Yinhua New Energy New Materials, these new energy themed funds, they involve in addition to the big guys currently In addition to the well-known lithium battery and wind and solar power generation industry chains, pollution control, energy saving, smart grid, and new materials are also key sectors that it can participate in.
Chuangjin Hexin New Energy Vehicle and Fuguo CSI New Energy Vehicle focus more on the new energy vehicle industry chain, focusing on lithium battery materials, lithium batteries, vehicles and other industries, especially Fuguo CSI New Energy Vehicle as an index fund, its The allocation focus is higher and the investment direction is more stable.
As a non-themed fund, Yinhua Zhihui Intrinsic Value is very flexible in its investment direction.
Therefore, if you are choosing between these 12 funds based on the new energy attributes, you will need to consider your own investment period.
If the investment period is not long, it is good to take a look at the current allocation tendency of the fund manager, but if the investment period is relatively long, on the one hand, pay attention to the fund manager’s preference for the new energy sector, and on the other hand, consider the fund positioning. , the constraints of fund positioning will have a long-term impact on the focus and stability of fund allocation direction.
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