【"Oil and gas" soaring! At the beginning of 2022, the market is weak, but the energy sector is supported, and the performance of oil and gas theme funds is eye-catching! (3)】 (The strongest inventory of oil and gas theme funds!) ）

【"Oil and gas" soaring! At the beginning of 2022, the market is weak, but the energy sector is supported, and the performance of oil and gas theme funds is eye-catching! （3）】

(The strongest inventory of oil and gas theme funds!) ）

➱ (3) Direct tracking of oil prices: E Fangda crude oil commodities reproduce the trend of crude oil commodities

As of February 5, 2022, there are currently three products in the market that have achieved oil price tracking through investment in crude oil commodity index funds, such as E Fangda Crude Oil, Harvest Crude Oil and Southern Crude Oil. All three funds have returned around 10 percent this year.

E Fund related targets are S&P Goldman Sachs Crude Oil Commodity Index, Southern Crude Oil related targets are 60% WTI +40% BRENT crude oil prices, harvest crude oil related targets are WTI crude oil prices.

Take E Fonda Crude Oil, for example, this product is based on crude oil-themed investments, and the performance benchmark is the S&P GSCI Crude Oil Index ER yield.

Commodity indices are volatile, and funds tracking commodity indices generally pursue a growth rate in the net value of the fund comparable to the growth rate of the performance benchmark. Since its inception in December 2016, E Fonda crude oil has tracked the following:

(Figure 1 below is the trend of E Fangda Crude Oil Fund, data date: February 6, 2022, data source: WIND)

If you want to closely track the performance of oil prices, the Crude Oil Commodity Fund is a better choice. But at the same time, investing in crude oil commodity funds also faces the risk of high volatility, similar to unleveraged futures, detective brother reminds everyone to invest in the need to be prepared for the "roller coaster".

Crude oil funds themselves are volatile and are not suitable for prudent investors. Investing in this type of product requires patience and confidence in the market downturn. In 2020, NYMEX crude oil futures fell 20.70%, while the domestic partial stock hybrid fund index rose 55.10%, and if investors choose to sell, they will miss the index's 55.50% rise in 2021.

Therefore, investing in crude oil funds requires a high risk appetite and long-term psychological preparation, and investors also need to do a good job of asset allocation.

The three funds reviewed and inventoried are all excellent products worth paying attention to in the petroleum theme field.

Among them, Sino Analytica Oil & Gas Energy is an active investment fund, which tests the fund manager's allocation ability and has more investment flexibility; Huaan S&P Global Oil is a passive ETF fund with high transparency of underlying assets; while E Fangda Crude Oil is a commodity index fund, which is more purely linked to crude oil prices, and its volatility is also greater, which is more suitable for investors with high risk.

In addition, there are Also Huabao Oil and Gas, Harvest Crude Oil, Southern Crude Oil and other products on the market, which will not be repeated here.

From the perspective of investment, due to the relatively closed domestic market, the stock price trend of domestic energy listed companies is mainly affected by the trend of the domestic market and has a low correlation with the trend of international oil prices.

Therefore, QDII or crude oil commodity funds, which mainly invest in the international energy sector, may be the best tool to win the income of oil price rebound and participate in investment in the energy sector.

(The market is risky, and you need to be cautious when investing!) This article is not intended as an investment reference guide, readers need to be responsible for their own investment! ）

This article has three parts, this is the third part, more wonderful please continue to read ↓↓↓:

First, the global vision, the best of the best: Sino Analytica oil and gas performance in the front, strong active management capabilities

Second, investment transparency, full coverage of the industrial chain: Huaan S&P global oil index allocation value is outstanding

Third, directly track oil prices: E Fangda crude oil commodities reproduce the trend of crude oil commodities

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