This article continues to look for funds with excellent performance in the past three years and is currently “small and beautiful”. The basic data for screening are the fourth and fifth parts of the article “Finding Funds with Excellent Performance in the Past Three Years and Currently “Small and Beautiful” (1)”. part of the fund.
The type of fund is required to be mixed with partial shares, flexible allocation type (stocks account for more than 60%), and common stock type. The combined size of the fund is between 200 million and 2 billion yuan. The range yield in the past three years was greater than 100%, the maximum drawdown in the past three years was less than -40%, the Sharpe ratio in the past three years was greater than 1.00, and the Karma ratio was greater than 0.70 in the past three years. Institutional investors hold more than 20% of the shares, and only one category is reserved for multiple shares. A total of 80 funds meet the requirements.
These 80 funds involve 69 fund managers , of which Luan Chao and Shang Shuohui have three funds each on the list, and Chen Qiming, He Yiguang, Ke Haidong, Mo Haibo, Shao Zhuo, Wang Lei, and Zhou Haidong have two funds each on the list. I also made statistics on the total size of fund managers under management. The 69 fund managers were divided into four categories according to the size of the total size under management:
[A], there are 15 over 10 billion;
There are 18 between [B] and [5 billion-10 billion yuan];
There are 19 between [C] and [3 billion yuan -5 billion yuan);
[D], 17 are less than 3 billion yuan.
This article, as Chapter [C], expands the data on 24 funds under management of 19 fund managers with a total scale of between 3 billion and 5 billion whose single fund is less than 2 billion yuan.
The overview of the 19 fund managers is shown in the order of the size of the fund managers under management. From the perspective of the fund manager’s years, the “old drivers” who have been fund managers for more than 7 years include Chen Qiming, Shao Zhuo, Wang Lei, Zuo Jian, Wang Ping , Jiang Feng, Wang Xiaoling, Zuo Jinbao.
Data source: Oriental Fortune Choice data, data as of July 25, 2022
Judging from the number of fund managers, Wang Ping manages as many as 12 funds, but the funds he manages are quantitative funds, which is understandable.
The 24 funds of the 19 funds are from 18 fund companies, and the following table shows some profiles of the 18 fund companies. The relative strength of China Overseas Fund and Huatai Baoxing Fund may be weaker.
Data source: Oriental Fortune Choice data, data as of July 25, 2022
The 24 funds are ranked from high to low as follows, among which there are 7 Morningstar three-year 5-star funds. The names of several fund managers with an interval return greater than 150% were marked in red by me, namely Zuo Jian, Liu Bin, Liao Hanbo, Huang Jun, and Jiang Feng. Seven of the three-year 5-star funds of Morningstar involve seven fund managers: Zuo Jian of China Overseas Fund, Liu Bin of Xinhua Fund, Huang Jun of Bank of China Fund, Jiang Feng of CCB Fund, Yang Xiaobin of Golden Eagle Fund, Wang Ping of China Merchants Fund, and Feng Hanjie of China-Canada Fund.
Data source: Oriental Fortune Choice data, data as of July 25, 2022
Still in the order of the above table, the fund manager’s return data, unit net value, and fund manager’s shareholding of these funds are displayed. Among these 24 funds, three fund managers hold more than one million shares: Bank of China Fund Huang Jun, Huatai Baoxing Fund Shang Shuohui, and China Merchants Fund Wang Ping.
Data source: Oriental Fortune Choice data, data as of July 25, 2022
If the shares held so far have not changed, then: Huang Jun holds BOC Theme Strategy Mixed A (163822) for more than 4.277 million yuan; Shang Shuohui holds Huatai Baoxing Ji Nianfeng A (004374) for more than 2.5125 million yuan, Wang Ping The holding of China Merchants Quantitative Selected Stock A (001917) exceeds 2.1249 million yuan, which is worthy of everyone’s attention.
Xinhua Fund Liu Bin and CCB Fund Jiang Feng hold 500,000 to 1,000,000 shares. The net value per unit of the two funds is as high as 4.7963 and 6.3720 respectively, which means that Liu Bin holds his own fund amount of 2,398,150 yuan to 4,796,300 yuan. Between 10,000 yuan, Jiang Feng held his own funds between 3.186 million yuan and 6.372 million yuan, and the amount he held was relatively large.
In short, the total scale of the 19 fund managers in this article is between 3 billion and 5 billion, and the institutional investors of the 24 funds they manage are more than 20% (relatively recognized by institutions). The combined value of the fund’s scale is less than 2 billion yuan, and its performance in the past three years has been relatively good. I don’t know if there is anything you like?
The second part of the plan is aimed at “17 fund managers with a total scale of between 200 million and 3 billion yuan”, so please look forward to the final chapter. This article is not long, but it takes time to sort out the data. If you think the article is useful, give it a thumbs up, thank you!
One thing to declare, my articles are basically my combing notes. I do not recommend funds to readers. I only show some fund data objectively. If you buy funds because of my articles, the decision is yours, and you make money. Don’t blame me if you lose money. Of course, from the bottom of my heart I want you to make money.
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 needs to be cautious @todaytopic @eggrollfund #looking for you who love funds# #雪球星plan public offering talents# @雪ball creator center
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