2022 is over! The three-year epidemic is over! Looking back on 2022, I have a lot of emotions, let’s recall those things in the fund circle in 2022~
Everything in the fund circle in 2022 is so resounding, especially the number of funds exceeding 10,000, the launch of personal pension fund products, the reform of the salary system, the advent of interbank certificates of deposit, the fire of REITs, the double decline of stock and bond funds, etc. . On the whole, after 24 years, the nearly 27 trillion public offering fund industry is moving forward in the direction of high quality, and the future is bright and beautiful. Let me talk about the top ten fund circles in my opinion in 2022 from the aspects of fund products, fund companies, fund managers, and fund investment education.
1. The most recognized Shenji—Jin Yuanshun’an Yuanqi
Since the beginning of the year, I have dug out the article “Dig out 2 funds that have been excellent for a long time this year! “ , the purchase limit was still 2,000 yuan at that time, and then the purchase limit of 1,000 and 100 yuan began, and until August 22, $Jinyuan Shun’an Yuanqi Mixed (F004685)$ suspended the purchase. Since the subscription of this fund was suspended, almost everyone has been looking for an alternative fund spontaneously, but they are still not satisfied after searching.
The good stories about it are still continuing. Since its suspension of subscription on August 22, the market as a whole has fallen, of which the ChiNext Index has fallen by 13.70%.
In addition, the fund is also the third runner-up of the 2022 hybrid fund product. It broke the aura of Huang Hai, the fund manager of Wanjia, who won the first, second and third places.
What is commendable is that, with a scale of less than 1.5 billion, he dared to take the initiative to limit the scale, suspend the subscription, and truly proceed from the interests of fund products and holders, and do things that suit his own style, which is worthy of the title of “Gobased”. This is in sharp contrast to the excessive consumption of star fund managers in the industry. They have high professional ethics and integrity, and they can be called a clean stream in the fund circle.
2. The most beautiful fund manager – Huang Hai
Most of the fund managers are one-to-many management funds, which also makes fund managers able to achieve good performance in the first and second seasons if they invest in the industry. 2022 is also such a year. The three products managed by Wanjia fund manager Huang Hai won the first and second places in the category of hybrid funds ( $ Wanjia macro timing multi-strategy (F519212)$ $ Wanjia Xinli mixed ( F519191)$ ) and fourth place.
Looking back at the history of public offering funds in recent years, 2019 is the year when Liu Gesong of GF Fund shined brilliantly, with one person taking the top three in performance; in 2020, Zhao Yi, the former ABC-CA Fund, took the top four alone; 2021 is the year of Qianhai Open Source Fund. Cui Chenlong had a brilliant year, and Cui Chenlong won the championship and runner-up alone.
2022 is the highlight moment of Wanjia Fund Huanghai.
3. The worst self-purchase – MSCIA50
In the article “Loss over 38 million! Since the wave of self-purchasing is on the rise again, Christians need to choose! “ pointed out that some fund companies lost more than 45% of their own purchases, and some fund companies lost more than 38 million. The worst of these is the self-purchase of MSCIA50, where the fund company bought 200 million.
At present, the 200 million self-purchased MSCI A50 still loses more than 15%, that is, it loses more than 30 million. The power of the principal is too strong. If it rises by more than 15%, it will exceed 30 million. (rough calculation, not considering rates)
Of course, we believe that fund companies believe in the future, and there is nothing they can do if they don’t.
Self-purchase or sponsored funds do not indicate that the performance of the fund will definitely rise. It is to convey confidence to the market. It is to use real money to call on the citizens to believe in the future, and to move forward hand in hand with the holders with practical actions.
4. The individual fund manager with the most self-purchases——Dong Chengfei
In the article “Record! The fund manager’s personal self-purchased amount set a new record! Big Brother 40 million “Copying the Bottom of the Peer”” pointed out that Zhao Feng of Ruiyuan Fund purchased 30 million by himself, which was the highest amount of self-purchased by a fund manager of a public fund at that time (2020) in 22 years.
In 2022, Dong Chengfei, a private equity tycoon, will purchase 40 million yuan by himself, setting a new record for fund managers’ personal self-purchase.
5. The hottest fund company – Quanguo Fund
In recent years, many fund companies have been established, some of which are wholly foreign-owned and some have personal relationships, but only Ruiyuan Fund in the past few years has become as popular as Quanguo Fund.
On January 29, 2022, Quanguo Fund, the 23rd personal public offering, was officially approved. The founding shareholders are Wang Guobin, the former chairman of Dongfanghong Asset Management, and Ren Li, the former general manager.
The two products released by the company are both explosive products in the bear market in 2022.
According to financial reports, Wang Guobin’s first phase of Taoyuan was sold for 12 billion yuan, becoming the first 10 billion public offering account in 2022.
Quanguo Xuyuan, managed by stock fund champion Zhao Yi, raised more than 8 billion on the first day of its three-year holding period product, ended the fundraising in 2 days, and finally raised 9.907 billion. .
6. The biggest thing: The debt base plummeted
The sharp drop in the bond market in 2022 will not only cause a large number of bank wealth management products to go bankrupt, but also cause bond funds to record the largest drawdowns in history.
For example: Penghua Fenglu’s largest retracement in history hit a new high, from less than -1% to a new high of -1.73%.
For another example, since the establishment of Anxin Steady Value Added, which has the title of “king-level fixed income +”, the legendary record of “quarterly positive income” has been interrupted. Anxin Steady Value Added has had a record of quarterly positive income for 28 quarters since its establishment. In 29 quarters, it was a negative return, interrupting the record.
This is the market of this year, especially the fixed-income debt-based market, which is dedicated to all kinds of dissatisfaction.
7. The most snapped up type of fund: REITs
China Asset Management and China Resources Youchao REIT’s pre-sale fundraising scale exceeded 120 billion yuan, and the final confirmation rate of valid subscription applications from offline investors was 0.47%.
REITs frequently explode, and it seems that the market is not short of funds, but lacks good targets.
8. The greatest experience
There is no best product, only the one that suits you is the best, and only if it is suitable can you hold it, and only if you hold it can you make money.
This year is a year when star fund managers have fallen from the altar. Of course, there are still great long-distance runners in the market. To see if it suits you and if it suits your style. Because the one that suits you is the best, and only those that can be held can earn satisfactory income and witness the rose of time.
9. The most painful realization
“Opportunities come from falling, and risks come from rising.” The market is never short of opportunities. Don’t trade frequently. Prolonged time will wear out the foundation . “ It said that long-term holding can earn profits.
Market fluctuations are normal, and operational behavior is far greater than the quality of the fund itself. Holding it for 16 years has earned more than 7 times. This product is Galaxy Steady. Do you think the product itself is a good product? It’s hard to answer in the affirmative.
Before that, I had never heard of it being particularly famous. This product only won the Golden Bull Award in 2008 and 2010. It was not screened out by various dimensions of screening, but it still has good returns if it is held for a long time. This shows that the quality of the product itself has less impact on making money than the operation behavior.
10. The biggest advantage
After three years of the epidemic, the epidemic finally ended through infection!
Although there will be some fragmented side effects and negative voices, it cannot change the fact that the new crown has changed to infection, and the general direction of “Class B and B tubes” cannot be changed. Therefore, this is the biggest benefit in 2022, and it is also for the Reasons for hope for the future.
“Internal troubles and external troubles”, the internal causes have been resolved, although there are external difficulties, but it does not affect the medium-term bullishness, and the next step is the spring blossoms!
Finally, let’s talk about what is the high-quality development of public funds? In my opinion, the satisfaction of the holder is a ruler to measure the degree of high-quality development. Fund companies should return to the origin of asset management, conduct solid investment research, truly consider the interests of the people, and develop products in a down-to-earth manner. Don’t over-pursue the quantity on the scale, and don’t over-consume star fund managers. This is the real high-quality development from quantity to quality that makes high-quality goods.
2023, don’t be pessimistic! 2023, happy rabbit you, happy new year!
#2022Investment Summary# @今日话话@雪球创作者中心@雪球基金@ETF星抱官@万家基金#基星高照#
This article is a personal opinion, the opinion is time-sensitive, and it is not intended as investment advice. Past performance does not represent future performance. The market has risks, and investment needs to be cautious.
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