After two years of lessons learned, many people have told me that buying funds should not be over-the-top ones. After all, no one knows if it will work next year. It’s good to choose the kind that is not top-notch but is at the forefront of its class every year.
I screened the funds that have been in the top 50% of their peers for 7 consecutive years since 2015 .
Not to mention, there are really a lot of people who don’t usually look like mountains and waters.
common stock fund
4.
Data source: Choice, as of 20220422
Only the selected stocks of Anxin Value and the small and medium-sized stocks of Guofu are Chen Yifeng and Zhao Xiaodong who have been managing the products since their establishment.
As of April 22, the cumulative increase of the two products since their establishment was 339.70% and 326.32%, respectively, and the annualized returns were 20.31% and 13.54%, respectively.
The returns of the CSI 300 Index over the same period were 83.48% and 29.16% respectively.
Data as of 20220422
Data cutoff 20220422
Harvest Research Alpha Stock is the only fund in the market-wide public offering fund that directly stipulates in the fund contract that the portfolio should be constructed based on the simulated portfolio of the research department .
Before March 2021, Harvest Research Alpha stocks were mainly managed by Zhang Lu, who was joined by Xiao Mi, a Mesozoic fund manager cultivated internally by Harvest Fund, and the current Director of Big Cycle Research.
Xiao Mi’s representative work, Harvest Logistics Industry Stock, has also been in the top 50% of its peers for five consecutive years since its establishment in 2016.
Since the beginning of this year, the stock of Harvest Logistics has fallen by 5.84%, outperforming the CSI 300 Index and similar funds.
Data source: Tiantian Fund Network, as of 20220422
Invesco Great Wall Growth Star stock has undergone changes of three fund managers: Chen Jiaping, Yang Ruiwen and Liu Xiaoming.
Now it is taken over by Deng Jingdong and Zhou Hanying on May 22, 2020.
Flexible Allocation Fund
4.
Data source: Choice, as of 20220422
No fund manager has managed the product since its inception.
Huaxia strategy is mixed , Lin Jing took over on March 7, 2017, with a cumulative return of 57.24%, an annualized return of 9.56%, and a 16.19% increase in the CSI 300 Index over the same period.
Data as of 20220422
The theme of Bank of Communications is preferably mixed A. Shen Nan has managed it since May 5, 2015, with a cumulative return of 146.22%, and the CSI 300 Index rose by -12.69% during the same period.
Data as of 20220422
Fund manager Shen Nan is known as “one of the new three Musketeers of Bank of Communications”.
He is good at finding macro investment clues from the top down, and then finding high-quality companies that match the investment clues from the bottom up.
SDIC UBS Strategy Selected Hybrid , and won the “Five-Year Open-Ended Hybrid Sustained Winning Golden Bull Fund” in 2019.
Gilly has 14 years of experience in the securities industry since she joined the industry in 2007. Long-term focus on energy, chemical and consumption tracks, forming a stable and balanced investment style.
Since its management on January 6, 2018, SDIC UBS Strategy Selected Mixed Cumulative Return has returned 100.47%, while the CSI 300 Index has increased by -3.03% during the same period.
Data as of 20220422
Xinhua Pan-Resources has a mix of advantages and is a fund with a story.
Managed by Wang Weidong, Cui Jianbo, Gui Yueqiang, Luan Jiangwei… many bigwigs.
Luan Chao, who is now taking over, is the head fund manager of Xinhua Fund.
He is good at tracking and analyzing the prosperity of emerging industries at the meso level.
In the selection of individual stocks, Luan Chao firmly believes that “investment is to make money for the growth of enterprises”, and prefers to choose high-quality targets in the growth stage.
At the same time, combined with in-depth industry chain research, we will further analyze the impact of management and competitive advantages on the company.
Since the management on May 28, 2018, the return on the job has been 97.58%, and the CSI 300 Index has increased by 3.86% during the same period.
Data as of 20220422
secondary debt base
2.
Data source: Choice, as of 20220422
BOC Tianli Bonds launched A , fund manager Chen Wei has been managing since 2014, and it is also his first product.
Chen Wei used to be a senior trader in the financial market department of Shanghai Pudong Development Bank Head Office. He joined BOC Fund in 2014 and has served as assistant and fund manager of the fixed income fund. He is currently the deputy general manager and senior vice president of the fixed income investment department.
Deeply cultivating the fixed income field for many years, Chen Wei has become an all-rounder. He has not only managed multiple types of debt bases such as pure debt and secondary debt, but also has outstanding asset allocation capabilities.
Managed BOC Tianli Bond for more than 7 years, with a cumulative return of 55.74% and an annualized return of 6.29%.
Data as of 20220422
The maximum retracement of the range was 2.04%.
Data as of 20220422
The two current fund managers of SDIC UBS Optimized Enhanced Bond A/B will be newly appointed in 2020.
Former fund managers Li Yiwen and Dong Han joined Invesco Great Wall Fund.
primary debt base
8.
Data source: Choice, as of 20220422
Among them, China Merchants Industrial Bonds and D&M Strong Yield Bonds have a certain reputation.
However, Zhang Xue, the former fund manager of the latter, joined GF.
Du Guang of Tianhong Fund has 2 products.
Du Guang, a master of mathematics from Peking University, has about 6 years of experience in bond research, and has done solid research in insurance asset management for 3 years. After joining Celestica in 2017, he has been responsible for macroeconomic research, quantitative strategy research, convertible bond research, and manages several products.
In investment, Du Guang takes absolute returns as his primary goal. There can be no irreversible drawdowns in his investing style. He is good at balanced equity exposure allocation, that is, stocks focus on deep value style, and convertible bonds focus on low-price, growth stock style.
Medium and long-term pure debt fund
9 only.
Data source: Choice, as of 20220422
There are many custom-made products.
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The fund has risks, past performance does not indicate future performance, investment should be cautious. The above views only represent the author’s personal opinion, do not represent the position of the fund company, and do not constitute investment advice for readers. The content of the article is for research and learning purposes only, and the stocks, funds, etc. involved do not constitute any investment advice.
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