【"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! （1）】
(The strongest inventory of oil and gas theme funds!) ）
Since the beginning of 2022, under the background of the overall weak performance of the stock market, the oil and gas-themed QDII fund has "ridden the dust" and the overall performance has been eye-catching.
In January 2022, oil prices rose from near $78/b to around $90/b. The United States, Russia, the European Union, and NATO once triggered turmoil in the global capital market on the Issue of Ukraine, and the geopolitical situation helped oil prices rise.
According to WIND data, as of January 13, the petroleum and petrochemical index rose by 4.19% since 2022, leading the market. The indexes of popular sectors such as national defense and military industry, power equipment, food and beverage, medicine and biology have shown different degrees of correction.
The oil market may have only just begun, and oil QDII funds are expected to become a strong product after 2022. In this issue, we select funds related to the theme of oil and gas energy, analyze the investment ideas and performance sources of their fund managers, and explore the allocation direction in 2022.
➱(1) Global vision, the best of the best: Sino Analytica oil and gas performance in the front, strong active management capabilities
Recently, the oil and gas theme QDII ushered in a highlight moment, of which Sino Analytica Oil and Gas Energy performance ranked in the forefront.
Sino Analytica's annual net value growth rate for 2021 was 42.56%, according to Galaxy Securities data, as of December 31, 2021, Sino Analytica Energy's yield in the past year ranked third among 56 funds in the same kind of QDII equity fund (Class A).
As of February 5, there were 20 public funds with returns of more than 10% since 2022 (A and C shares are calculated separately). Among them, Sino Analytica Oil & Gas Energy is a QDII-FOF-LOF product, and the revenue since 2022 is 13.62%, ranking in the top 0.04% (6/14374) of the whole market product.
(Figure 1 below is the fund product with the highest return since 2022, data time: February 5, 2022, data source: WIND)
Compared with the PURE PASSIVE TRACK OIL INDEX ETF products, Sino Analytica is a MORE test of the fund manager's allocation ability of the FOF type products, selecting crude oil-related ETFs as the allocation target, investing in high-quality oil, gas and other energy industry funds (including ETFs) and company stocks around the world.
At present, it is in the revolutionary period of the conversion of old and new energy, from fossil energy to renewable energy (photovoltaic, wind power, hydropower, nuclear power, etc.). Sino Analytica includes not only oil and gas, but also other energy products. Therefore, compared with other petroleum products, Sino Analytica can not only enjoy the market brought about by the price increase of commodity oil, but also has the investment opportunity to grasp the increase in the new energy sector.
Addressing climate change and low-carbon energy transition has become a global consensus, and energy transition also requires global cooperation. Therefore, aiming at investment opportunities in the global energy sector can be the best of the best.
Sino Analytica's investment logic is precisely from a global perspective, focusing on finding excellent and cost-effective enterprises in China and even the world, and accurately capturing energy investment opportunities.
Sino Analytica was established on September 27, 2011 and is managed by Song Qing, General Manager of Sino Analytica's International Business Department, who participated in the design of the first Gold QDII fund product in China. According to WIND data, as of December 31, 2021, Sino Analytica oil and gas totaled 255 million yuan.
As of January 27, 2022, according to the daily fund network, Sino Analytica Oil and Gas Energy has been in the top 5% of the same category in the past six months and the past year. Especially in the past year, Sino Analytica Oil & Gas Energy performance increased by 51.35%, the average decline of the same kind was 9.02%, the decline of the CSI 300 was 15.13%, compared with the performance of the same average, CSI 300, Sino Analytica exceeded the latter's 60% and 66% returns!
(Figure 2 below is the performance of Sino Analytica Oil and Gas, data time: as of January 27, 2022, data source: Tiantian Fund)
Fund manager Song Qing said that in the later stage, it is still optimistic about the oil and gas theme QDII, considering the macro environment of inflation and the current geopolitical events, it is expected that the supply of crude oil in 2022 will be in a tight balance.
The gradual recovery of travel and the recovery of the economy may give the opportunity for demand to continue to strengthen. The supply side is limited to a certain extent, it is not easy to increase production, and there are unpredictable points in whether oil-producing countries will be willing to listen to external communication, guidance, or continue to safeguard their own organizational interests as in the past.
Detective Brother remains cautiously optimistic about short-term oil prices, mainly considering the global changes of the Omicron virus, the impact on crude oil demand, and changes in production plans of oil-producing countries such as OPEC, and short-term oil price fluctuations are still high.
However, in the long run, the follow-up global travel and the Chinese economy, one of the largest consumers, may gradually bottom out. Crude oil, as a strong cyclical asset, will benefit from the strengthening of the economy.
It can be said that Sino Analytica Oil & Gas Energy is a "small and refined" fund. Although the scale is not as good as the star equity hybrid fund that the basic people are familiar with, this is precisely a scale that is convenient for fund managers to operate, and its performance also reflects the excellent active management ability of fund manager Song Qing.
This article has three parts, this is the first 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
#基金 #
