Soochow Securities recently made it clear that consumer medical care may once again enter the best configuration window . This article will screen the data of pharmaceutical-themed funds again. There is the word “medical” or the word “health” in the name or performance benchmark of the whole market fund. The type of the fund is a mixed stock type, flexible allocation type, and ordinary stock type. The combined value of the fund scale is greater than 200 million yuan. The fund manager has been in office for three years, and only Class A is reserved for multiple shares . There are 38 funds that meet the requirements. Let me show you.
The 38 funds are ranked as follows according to the increase of this year as of May 31 , 2022. Debon Fund Li Ying’s fund has the best return this year, only down -12.15%. At the bottom of the list are funds that have fallen more this year. Fund managers include Qu Yang, Xie Wei, and Zuo Jinbao. Of course, this is only five months of ups and downs, and the time is still too short.
Data source: Oriental Fortune Choice data, data as of June 1, 2022
The 38 funds are ranked as follows according to their performance in the past three years, and also show information such as the largest drawdown in the three-year range, the range Sharpe ratio, the range Karma ratio, and the Morningstar three-year rating. From the data point of view, the top fund managers are Jiang Feng from CCB Fund, Zhao Bei from ICBC Credit Suisse Fund, Xu Zhibiao from Cathay Pacific Fund, Lou Huiyuan from Bank of Communications Schroders Fund, Wan Minyuan from Rongtong Fund, Lin Qing from Wells Fargo Fund, and CITIC Construction Investment. Fund Xie Wei et al. There are 7 Morningstar three-year 5-star funds in the list. Fund managers with a yield of more than 80% were marked red by me.
Data source: Oriental Fortune Choice data, data as of June 1, 2022
The 38 funds still display the fund manager’s return, the fund manager’s tenure, and the number of funds in the fund manager’s tenure in the order of the above table as follows . Judging from the years of fund managers, Jiang Feng, Lv Huijian and Wang Xiaoling have more than 10 years. Judging from the number of funds under management by fund managers, Qu Yang has as many as 9 funds under management.
Data source: Oriental Fortune Choice data, data as of June 1, 2022
There are 2 funds on the list that are limited to large-amount subscriptions , ICBC Frontier Medical Stock A and China-Europe Medical and Health Hybrid A. The fund managers are Zhao Bei and Ge Lan respectively.
Among the 38 funds, only 19 have fund managers who have been in office for five years. The ranking is as follows according to the performance of the past five years. It also displays information such as the largest drawdown in the past five years, the interval Sharpe ratio, the interval Karma ratio, and the Morningstar five-year rating. . The top-performing fund managers in the past three years were marked red by me. The top performers on this list are Zhao Bei, Jiang Feng, Ge Lan, Wan Minyuan, Lin Qing, Wang Dapeng, Lv Huijian, and Tan Xiaobing.
Data source: Oriental Fortune Choice data, data as of June 1, 2022
Finally, according to the performance of the past three years, it shows the net value of the unit and the fund shares held by the fund manager as of the end of 2021. The best performance in three years is Jianxin Fund Jiang Feng, holding 500,000-1,000,000 shares, and the net value of the unit is 5.505. If the shares held so far remain unchanged, Jiang Feng’s holding amount is between 2.7525 million yuan and 5.505 million yuan. However, I took a look at the top ten heavyweight stocks, and there are not many pharmaceutical stocks in the top ten heavyweight stocks. This cannot be regarded as a medicine-themed fund, and I checked its investment objectives-mainly investing in improving the health of residents and promoting the national economy and people’s livelihood. industries and companies.
Data source: Oriental Fortune Choice data, data as of June 1, 2022
There are 38 funds, of which the fund managers have appeared twice, including Ge Lan, Yang Zhenxiao, Zhao Bei and Zheng Lei, with a total of 34 fund managers. As of the end of 2021, fund managers do not hold a total of 23 funds under their management, accounting for 60.53%, 3 funds with 0-100,000 shares, accounting for 7.89%; 5 funds with 100,000-500,000 shares , accounting for 13.16%; 5 with 500,000-1 million copies, accounting for 13.16%; 2 with over 1 million copies, accounting for 5.26%.
As of the end of 2021, there are only two fund managers on the list who hold more than 1 million shares, namely Ge Lan and Li Jiacun. If the shares held so far remain unchanged, Ge Lan holds more than 1.7761 million yuan in Zhongou Medical Innovation Stock A (006228), and Li Jiacun holds more than 2.234 million yuan in China Merchants Medical and Health Industry Stock (000960). You can read the data by yourself, I found it in the annual report one by one.
Which of these fund managers in the medical-themed industry are you more optimistic about?
The amount of information is in the text. This article is only for personal investment thinking and staged sorting, and does not constitute investment advice.
Disclaimer: Yield data are for reference only, past performance and trend style are not indicative of future performance and do not constitute investment advice. Investors operate accordingly at their own risk. There are risks in the market, there are risks in fixed investment, and investment should be cautious. @Today’s topic @ Egg Roll Fund # Looking for you who loves the fund# #雪ball star plan public fundraising talent# @snowball creator center
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