It's a new year again, and at this time there's one thing that must be done, which is to look back at the fund's performance over the past year.
Some people say that life does not need to be better than others, but it must be better than before.
The same goes for investing, we all want to be better than before, but in 2021, it doesn't seem to get any better.
In 2021, it is already a very happy thing to be able to be a simple worker, because you will find that the world has become more rolled.
In 2021, the A-share market is extremely differentiated, and the money-making effect is far from last year, let's take a look at it.
Qianhai Open Source came out on top, and the champion and runner-up were the same person
According to wind data, as of 2021.12.31, the average return this year is 5.26%, if your earnings this year are higher than this, then congratulations. This year's highest return is 119.42%, the lowest return is -55.45%, this is an education fund, haha, why it fell so badly, everyone understands.
The top 10 fund returns in 2021 have changed owners, and Qianhai Open Source Utilities (005669. OF) this year return of 119.42%, won the first, may be many fund managers feel that it is much more difficult than being a student, because they may have been able to get the first place in their studies every year, but this year's fund manager Cui Chenlong may not have expected that he actually won the championship and runner-up, he managed The Qianhai Open Source New Economy A (000689.OF) has gained 109.36% this year, and these 2 funds have repositioned the electrical power grid industry.
This year's third is Baoying advantage industry A (001487.OF), the income is 100.52%, the income doubled only the first 3 funds, the first 10 incomes of last year are more than 100%, which shows how difficult it is to do a good job this year.
Special mention is given here to the reform of The 4th largest state-owned enterprise (002258. OF), because I held this one myself, but I bought it late, missed the opportunity to get rich, and hope that this fund will continue to maintain its strength next year.
From the first 10 funds, it can be seen that there are only 3 funds with a scale of more than 10 billion, and the overall scale is not very large.
Figure 1
Equity fund: YYDS New Energy
Equity fund income first or the aforementioned Qianhai open source utilities (005669. OF), which is also the only equity fund with an income of more than 100%, ranked second, the return of Chuangjin Hexin Digital Economy Theme A (011229.OF) has dropped sharply, only 68.10%, compared with the top 20 last year, the income is basically 50% discount.
The most listened to sector this year is none other than new energy, so we can see from the first 20 that basically all are new energy theme funds, and several of them were established this year, so they are on the market. In fact, I also looked back, the vast majority of the first 100 are new energy, even if the name does not have new energy, the industry they belong to is basically the same, semiconductors, electrical power grids, photovoltaics, etc., what industry will be next year, you can guess.
Figure 2
Hybrid funds: a hundred flowers bloom and compete for glory
Among the top 3 hybrid funds are Qianhai Open Source New Economy A (000689.OF), Baoying Advantageous Industry A (001487.OF), and Dacheng Soe-owned Enterprise Reform (002258. OF), the returns were 109.36%, 100.52%, 94.76%, the top 6 Dacheng funds took 3, all of which were managed by fund manager Han Chuang, and he may add a lot of fans next year.
These 20 funds are composed of 14 managers, which are quite scattered, and everyone is desperately rushing forward (juan), which is also very good, indicating that there are more and more good fund managers in the market.
The themes are mainly distributed in oil and gas, semiconductors, electrical power grids, base metals, etc.
Only 2 with a founding period of more than 10 years, BOCOM Trend Priority A (519702.OF) was established for 11 years, with a return of 81.45% this year, Huaan Dynamic Flexible Allocation A (040015.OF) was established for 12 years, with a yield of 73.64% this year, and their returns in the past 5 years were 306.17%, 274.52%, the average annualization is also more than 50%, for many people who invest, the annualized target is 10% or 20%, from this point of view, Investment funds can achieve this small goal, as long as you stick to it.
Figure 3
Bond funds: Convertible bond OR enhancement can increase income
In fact, bond funds are mainly suitable for those who pursue stability, the general bond fund can have a return of 7-8 points per year is very good, this year's overall average return of bond funds is only 4.3%, but we now see that the top 6 returns have 40%+.
From the first 20, it can be seen that many of them are convertible bonds or enhanced, fund managers will allocate some stocks to win thickened returns, coupled with this year's loose liquidity, so that these bond funds can obtain relatively high returns, but there is also a certain risk, especially in the case of thunderstorms, it is a disaster.
There are 2 of which are just E categories, in fact, it is just that the charging structure is different, which we can talk about separately later.
Figure 4
QDII Fund: Economic Recovery Reaps Dividends
This year's top 20 QDII fund theme seems to be more concentrated, most of them are investment in energy, oil, this year's global economy is relatively recovering, so there is a certain supply imbalance in energy, and commodities led by oil have seen a large increase. However, the overall return of the QDII fund is not as high as that of the equity hybrid, and the return of the No. 1 GF Dow Jones U.S. Oil A-DOLLAR Spot Exchange (006679.OF) is 71.90%.
In the past two years, Tianhong Vietnam Market A (008763.OF), which has heard more, was established in 2020.1.20, and many self-media accounts are recommended, with a gain of 38.62% this year, and this income has not disappointed investors, and the development speed of Vietnam as an emerging economy can be seen.
Figure 5
Overall, 2021 is a cyclical carnival and the sudden rise of electricity, economic recovery coupled with the imbalance between supply and demand (increased demand, supply has not yet been in place) to the oil and non-ferrous sector has brought a bull market, the central meeting in April first mentioned "carbon peak, carbon neutrality", September power curtailment and production rationing, to the originally low valuation of the power sector to bring new opportunities. Looking ahead to 2022, the hype of cyclical varieties may be nearing the end, while the big market in the power sector may have just begun.
From the perspective of fund managers, the top ranking of fund performance this year is not what everyone sought after before, it is really the back wave pushing the front wave, which is also the welfare of the basic people, and there are more and more fund managers to choose from in the future.
In fact, to sum up, it can only be a brief talk, because the development of public funds to now, has exceeded 25 trillion, as of the end of the 3rd quarter of 2021, China's public fund global ranking rose to the world's 4th, these figures show that the era of the public fund industry has come, to talk too much, but it doesn't matter, we will talk slowly later.
2021 is over, hopefully 2022 we will no longer be so volume, everyone can have a very happy life, work, investment.