In the past 3 years, 33 "doubling base" Huaan funds have played the advantages of the investment research platform to continue to create alpha

The market is the norm for A shares, the market style changes frequently, and the popular tracks are constantly rotated, but in the medium and long term, many powerful fund companies have shown the ability to continue to create alpha investment and research.

In the past 2021, the A-share shock intensified, and Huaan Fund created good results for investors against the market with its excellent active equity investment ability. Galaxy Securities data shows that in 2021, 19 active equity funds under Huaan Fund earned more than 30%, of which 4 exceeded 60% and 1 exceeded 70%. At the same time, 31 ranked in the top 1/3 of the same category, of which 7 ranked in the top 5 of the same category.

In terms of a longer cycle, consumption, medicine, science and technology, and new energy are the investment hotspots of A-shares in recent years. Huaan Fund has also seized these important opportunities for investors, and its active equity fund has 15 "doubling bases" with yields of more than 100% in the past 2 years, 20 ranking in the top 1/3 of the same kind; 33 "doubling bases" in the past 3 years, 17 ranking in the top 1/3 of the same kind; 20 "doubling bases" in the past 5 years, and 12 ranking in the top 1/3 of the same kind.

Shock city into a goldstone

Earn more than 60% on 4 products in 2021

Looking back at 2021, the A-share market changed the rise of the previous two years, and the shock trend ran through the whole year, with the Shanghai Composite Index and the Shenzhen Composite Index slightly rising by 4.80% and 2.67%. In terms of industry tracks, core assets such as consumption and medicine, which have risen sharply in the past two years, have fallen significantly, while manufacturing, new energy, cycle and other fields have risen and become the annual leading sectors.

The volatility of the market has become the "goldstone" of investment, and Huaan Fund has still brought better returns to investors in 2021. Huaan Dynamic Flexible Configuration A, Huaan Manufacturing Pioneer A, huaan ChiNext managed by Jiang Xuan, and Huaan ChiNext two years fixed to open last year's overall allocation tended to the direction of technological growth and high-end manufacturing, and seized the market opportunity. Galaxy Securities data show that the yield of the three products last year reached 73.64%, 66.42%, 65.15%, ranking 2nd, 5th and 2nd in the same category, respectively.

At the same time, Hua'an Cultural and Sports Health Theme A, managed by Liu Changchang, has a yield of 69.78% in 2021, ranking third in the same category.

In addition, Huaan Fund has 15 active equity funds that have generated yields of more than 30% in 2021. Among them, Huaan Jujia Select A, Huaan Growth Pioneer A, Huaan Growth Innovation, huaan Zhizeng select yields reached 46.70%, 43.14%, 41.77%, 40.30% respectively, the latter 2 products ranked in the top 1/3 of the same kind; Huaan Ruiming two-year fixed opening A, Huaan Anxin consumer service A last year's yield was 39.66%, 38.64%, ranking 2nd and 1st in the same category; there are 23 products the annual yield also ranked 1/3 of the same kind.

Capture the golden track in the middle

Birth of a group of leading "excellent students"

From the medium and long term of 2-5 years, with the transformation and development of the mainland economy, the new economy has become a new engine driving economic growth. Reflected in the A-share market, consumption, medicine, and technology are regarded as the three major golden tracks in recent years, which are significantly overrun compared to the broader market.

Huaan Fund began to lay out the new economic field earlier, and the research areas of the company's active equity investment team covered key directions such as artificial intelligence, cloud computing, new energy, 5G, and innovative drugs. Many members of the team have a compound learning background of "science and engineering + finance", and have experience in Internet companies, electronics industry, medicine, high-end manufacturing and other industries, which can better understand the development of enterprises and facilitate reasonable pricing.

Thanks to the strong investment and research support, many of Huaan Fund's products have actively laid out the directions of large consumption, great health, high-end manufacturing, new energy, and electronics, and seized the track opportunities in recent years for investors. According to Galaxy Securities data, as of 2021, huaan fund has 15 active equity funds with a yield of more than 100% in the past 2 years, and 20 are in the leading level of the top 1/3 of the same kind. Among them, Huaan Cultural and Sports Health Theme A, Huaan Dynamic Flexible Allocation A, and Huaan Essence Consumer Service A have yielded 217.05%, 155.30% and 153.25% in the past two years, ranking 1st, 3rd and 1st in the same category respectively.

In the structural market of the past 3 years from 2019 to 2021, Huaan Fund has given birth to 33 "doubling bases", of which 15 are more than 200%, 7 are more than 300%, and 17 are ranked in the top 1/3 of the same kind. Specifically, Huaan Cultural and Sports Health Theme A and Huaan Dynamic Flexible Allocation A have yielded 364.34% and 339.38% in the past 3 years, ranking 2nd among their respective similar products; Huaan Happy Life, Huaan Research Selection A, Huaan Shanghai-Hong Kong-Shenzhen Epitaxial Growth has also earned more than 300% in the past 3 years, ranking in the top 10 of the same kind; Huaan Anxin Consumer Service A and Huaan Manufacturing Pioneer A have also reached 364.15% and 345.14% in the past 3 years.

In the past 5 years, A shares have both blue-chip markets in 2017, unilateral declines in 2018, and shocks in the next 3 years. Huaan Fund's 20 active equity funds became the "doubling base", of which 9 exceeded 200%, significantly exceeding the performance of the broader market, while 12 products ranked in the top 1/3 of the same category. Huaan Shanghai-Hong Kong-Shenzhen epitaxial growth, Huaan dynamic flexible allocation A, Huaan state-owned enterprise reform, Huaan media Internet A in the past five years the yield reached 297.54%, 274.26%, 246.54%, 212.16%, ranking 1st, 3rd, 7th and 5th in the same category.

Travel through the bull-bear cycle

Long-distance running for more than ten years blooms time roses

Whether in the capital market or for public offerings, 10 years is a long cycle. In the more than 10 years of market changes, these long-distance running funds have withstood the test of every big fall and big rise, and it is not easy to maintain the trend against the trend, and the "rose of time" created for the holder is precious.

Huaan Innovation, which has been in operation for more than 20 years, is the first open-end fund product in mainland China, and its establishment is one of the milestones in the history of the public offering industry. In the past 20 years, there have been two rounds of bull-bear conversion in 2007 and 2015 in A-shares, and Huaan Innovation has always adhered to a good investment philosophy and achieved excellent long-term investment results. According to Galaxy Securities data, by the end of 2021, Huaan Innovation's historical total return reached 706.58%, and the annualized yield reached 10.84%. It is not easy to achieve an annualized 10% return in the past 20 years, and in recent years, this "old" fund has also continued to run, with a yield of 28.37% in 2021, ranking 18/132 in the same category, and 79.46% and 152.92% in the past 2 years and 3 years.

The "sixteen-fold base" Huaan Baoli configuration established for 17 years and the "ten-fold base" Huaan Manulife that have been established for 15 years are also among the few long-distance running products in the market. Galaxy Securities data show that as of the end of 2021, the total return of Huaan Baoli's allocation since its establishment reached 1611.66%, the annualized yield was 17.77%, the historical total return of Huaan Manulife was 1182.47%, the annualized yield was 18.11%, and the yield of the past 1 year, 2 years, 3 years and 5 years ranked in the top 1/3 of the same category.

Good operation for more than 10 years also Huaan dynamic flexible configuration A, Huaan core preferred, Huaan technology power, have also crossed the market shock, showing a good ability to make money. According to Galaxy Securities data, as of the end of 2021, the historical total returns of the three funds were 717.17%, 691.59% and 654.35%, respectively, and the annualized returns reached 19.07%, 16.97% and 22.30%. Huaan Core Preferred's yield in the past 1 year, 2 years and 5 years ranked in the top 1/3 of the same category, and the yield of Huaan Technology Power in the past 1 year also ranked in the top 1/3 of the same kind.

In addition, Huaan Reverse Strategy A adopts a reverse timing strategy based on investor sentiment, an industry allocation strategy based on valuation response and a stock selection strategy based on reverse thinking, although it has been established for more than 9 years, it has ranked among the "ten times base". Galaxy Securities data shows that as of the end of 2021, Huaan Reverse Strategy A has a total return of 1005.75% since its establishment, with an annualized return of 29.20%, and the performance of the past 1, 2, 3 and 5 years has ranked in the top 1/3 of the same category.

It is not difficult to find out from the "report card" of the short, medium and long cycles of Huaan Fund that no matter what kind of market environment, Huaan Fund always has excellent products that can run out and become a powerful choice for investors to share market opportunities. And this continuous investment combat effectiveness comes from the company's unique "cultivation system" investment and research platform support, Huaan Fund takes Alpha as the guideline, pays attention to allowing fund managers to find and give full play to their own style, cultivate their ability to focus on the alpha ability of excess returns, and gradually build a solid "moat" for Huaan Fund's active equity investment. （CIS）