Looking back at the beginning of 2022, A-shares have encountered no small challenges, market fluctuations, and the Shanghai Composite Index and the ChiNext Index have been lowered.
In 2021 before that, although the Shanghai Composite Index closed up 4.80% and the ChiNext Index rose by 12.02%, under the frequent industry rotation, the market for investors was not as calm as the index presented: the white horse stock shock adjustment, instead of the new energy-related industry heat throughout the year, but on the other hand, the education and training industry, the Internet industry was affected by policy changes, the downward trend was obvious, and the "meta-universe" concept spread at the end of the year, and the media industry led a wave of growth...
Even so, 2021 for private equity funds has experienced its year of rapid growth. The data shows that the stock of securities private equity funds nationwide will exceed 6 trillion yuan in 2021, an increase of 63% compared with 2020. In 2021, Fujian Private Equity Securities has emerged to rush into the top 10 of the country with a growth rate of 3.9 times, as well as many "treasure funds" such as Chuangzhao Equity-Bond Linkage Preferred No. 2, which has a maximum drawdown of 4.11% and a full-year increase of 103.05%.
Previously, [Guanlan Finance] had summarized the performance of Fujian Private Equity Securities Fund in the "first half" of 2021 (Fujian Private Equity Achievements "Big Point Soldier", with the latest ranking), but under the unpredictable market conditions, the suspense of winning or losing is difficult to settle until the last moment of the competition.
At the end of the current full competition, how will Fujian Private Equity perform in 2021, when opportunities and challenges coexist? Who is the "king of income" of Fujian private securities funds? Who broke through in the "second half"? Who will spend the various lists? And look at the "commentary" of the whole game sent to you by [Guanlan Finance].
01.
Compete for the tide, 2021 Fujian private securities income TOP20
In terms of company income, the average income of the top 20 Fujian private securities companies in 2021 exceeded 30%, and the overall income level was greatly improved compared with the end of August. In the ranking of the list, the top three fund companies have doubled their returns, while the top five rankings have also changed greatly compared with the August list.
In August, the list of "Tanhualang" to Jane Assets Houcheng force, with a yield of 156.97% to the top; Fuzhou Qingyuan Investment as a dark horse to break out of the siege, ranked second in the annual income list; and the previous "half-way Yuan" Xidihui finally won the third place with a yield of 105.03%.
The remaining Rongshenghe Assets and Zhiyuan Assets ranked fourth and fifth in the list with 67.63% and 62.62% respectively, and the income level was broken compared with the top three, and the overall list showed a more obvious "Matthew effect".
(Note: The Matthew effect, a phenomenon in which the strong get stronger and the weak get weaker, is widely used in social psychology, education, finance, and science.) ）
▲2021 Fujian private securities fund income TOP20, data inquiry date as of January 26, 2022.
It is worth noting that the dark horse Fuzhou Qingyuan Investment did not enter the TOP20 in the previous August list, but finally ranked second in the year-end list with a yield of 135.86%, the company was founded in 2016, the registered address is Fuzhou, with the management of futures as the core strategy. Wei Sheng, the company's core figure, chairman and legal representative, has 28 years of experience, entered the securities industry in 1998, entered the private fund industry since 2014, and served as the general manager and director of Fujian Zixin Wealth Investment Management Co., Ltd.
In terms of fund product growth list, 44 fund products returned more than 50% in the whole year, and 12 fund products doubled their returns. Zhijian Asset's products became the reapers of the list, and 5 of the top 20 products in the list came from Zhijian Assets. These include, the top of the increase list to Jane Fangda, the 4th to Jane Selection Growth, the 7th place Zhenglong No. 3, the 10th place to the Jane Selection Value, and the 19th place to the Jane Value No. 6.
▲In 2021, Fujian private securities fund products rose by 20%, and the data inquiry date was as of January 26, 2022.
Jinjiang Zhijian Asset Management Co., Ltd. was established in March 2019 as a young private equity firm. Chen Shaobo, legal representative and general manager, has many years of experience in the capital market, has served in joint-stock banks and listed companies for many years, engaged in risk management and capital operation related work, and has rich resources in the capital market.
Xiamen Xidihui Asset Management Partnership was established in 2014 by five professionals who have been engaged in industrial investment, secondary market investment and other fields for a long time, have rich practical experience, excellent practice performance, and have great influence in the industry as founding partners.
Xiamen Ningshui Investment Management Co., Ltd. was established in 2015, with 71 running fund products, is a company that believes in all-weather strategy (macro strategy), relying on macro-driven, value investment, quantitative trading, and pursues an asset management company that can create stable returns for investors in any market environment. The core figures, fund managers Ke Xiaodi and Ji Zhou, both graduated from Xiamen University, and another fund manager, Fan Yuze, graduated from Wuhan University.
Founded in 2014, Guanlanhui Council Member Jin Hengyu Investment owns 13 running funds. Fund manager Lin Bin is the chairman of the company, graduated from Xiamen University, has 8 years of experience in securities investment and research, and focuses on investment and research of growth enterprises.
At the same time, in the top 20 private securities fund gains within 5% of the maximum drawdown in 2021, the top five have achieved an excellent performance of more than 50% increase, of which Chuangzhao Equity-Debt Linkage Preferred No. 2 ranks first with an absolute advantage of 103.05%.
According to the data, Xiamen Chuangzhao Private Equity Fund Management Co., Ltd., which has excellent performance, was established on March 26, 2012, and the company's investment system is divided into fixed income asset management and equity asset management, of which fixed income is its core business. Hang Jun, the company's core figure and deputy general manager, has been engaged in bond trading for 12 years and managed bond products for 3 years, and has rich experience in bond secondary market trading.
02.
Steady and far-reaching, fujian private equity securities income TOP20 in the past three years
Looking at the ups and downs of the market in the past three years, the scale of fund issuance in 2019 has repeatedly reached new highs, and the money-making effect has exploded; in 2020, the fund market has been polarized and the structured market has become more and more obvious; in 2021, the market has been turbulent, and the market has continuously changed into the main color. In this process, which Fujian private equity has withstood the test of the market and stabilized the rudder?
According to the data of the private placement network, more than 30 Fujian private placements have doubled their income in the past three years. 12 of the top 20 registered addresses in the income list are located in Fuzhou, of which the yield of 1022.08% of Zhiyuan Asset occupies the top spot with an absolute advantage.
It is understood that Fujian Zhiyuan Asset Management Co., Ltd. was established in 2014, and the registered address is located in Fuzhou. The company is good at conducting multi-dimensional research on industries and products from a macro perspective, conducting quantitative research from financial attributes and commodity attributes, implementing a transaction model that integrates subjectivity and objectivity, allocating multi-variety and multi-profit models, adhering to the asset management concept of risk margin controllable, low leverage, stable compound interest growth of equity, and establishing a stable investment structure and an asset management portfolio that resists the impact of cyclical and small probability events.
▲Fujian private securities fund income TOP20 in the past three years, the data inquiry date is as of January 26, 2022.
It is worth mentioning that Qingyuan Investment, located in Fuzhou, has also occupied the second place in the 2021 income list and the income list in the past three years, and the company has shown a good stable strength in the short and long term.
At the product level, the income of more than 60 products has doubled in the past three years, and the income of "Zhiyuan Growth No. 1" of Zhiyuan Asset, "Qingyuan No. 8" of Fuzhou Qingyuan Investment, and "Zhenglong No. 3" of Zhijian Asset has increased significantly, ranking in the top three of the product growth list. In addition, the products of Fujian Zeyuan Assets occupy 5 seats in the top 20.
▲In the past three years, Fujian private securities fund products have risen by 20, and the data inquiry date is as of January 26, 2022.
03.
The number of managers increased by 18, but the size of the fund is still under pressure to grow
According to the private fund filing data on the official website of the Asset Management Association of China, as of December 2021, there were 9,015 registered private securities fund managers in the association, an increase of 365 compared with June, an increase of 4.22%. Among them, there were 126 private securities fund managers (excluding Xiamen) registered in Fujian, and 118 in Xiamen, a total of 244, and the number of managers increased by 18 compared with June, an increase of 7.96%.
▲The distribution of private securities fund managers according to the place of registration, the registration date is as of December 31, 2021.
In terms of the company's asset scale, Fujian Zeyuan Assets has grown into the only fund company in Fujian Province with assets of more than 5 billion yuan so far, and Jinjiang Runxi Private Equity Fund has ranked among the 2-5 billion scale groups.
However, the corresponding group of 1-2 billion yuan has dropped from 7 in August to 5, and most of the fund companies are concentrated below 1 billion yuan, and then there is still greater growth pressure on Fujian private equity at the scale level.
▲The scale distribution of Fujian private securities fund companies, the data inquiry date is as of January 26, 2022.
* Risk Warning: The above data is based on the private placement network and public information, the information content and opinions are for reference only, and the past performance described in the existing cases does not indicate future performance.
In the future, [Guanlan Finance] will continue to pay attention to the dynamics of Fujian private equity circle, if you have fujian private equity insights or interest in Fujian private equity, welcome to leave a message in the message area.
It is worth noting that the Xiamen Municipal Financial Bureau took the lead in launching the pilot registration of private securities investment funds in Gudishi Fund Town in mid-August 2020. 【Guanlan Finance】Xiamen Gudishi Fund Town Operation and Management Co., Ltd., a subsidiary of "Xiamen Gudishi Fund Town", is entrusted by the government to operate and manage Gudishi Fund Town. As a pilot registration of Xiamen Private Securities Investment Fund, the town is the first financial gathering place in Xiamen with the superposition of dual policies of private equity and private securities investment funds.
Up to now, Gudishi Fund Town has received more than 700 funds and related institutions from all over the country, providing registration and other related services for more than 100 institutions, including 10 private securities investment funds and more than 30 office investment institutions. More than 20 online and offline fund ecosystem activities were held.