Many small partners want to know what fund company bought their own fund, just the annual report came out, I came to pull the data, the specific requirements are: the fund type is partial stock hybrid type, flexible allocation type, ordinary stock type, balanced mixed type four, fund managers (that is, fund companies) holding the proportion of more than 1%, the fund size of the merger value is greater than 200 million yuan, the fund manager has a period of more than 5 years, a total of 123 funds that meet the requirements, there are 53 flexible allocation funds involved, and 51 partial stock mixed funds. There are 12 ordinary equity funds and 7 balanced hybrid funds, to share the data with you.
1. Flexible allocation funds. The 53 flexible allocation funds are all displayed as follows: if the combined value of the fund size is required to be greater than 500 million yuan, the annualized return of the fund is greater than 15%, the fund manager has been in office for more than 3 years, and only four fund managers on the list of 53 funds meet the conditions: Chen Hao of E Fund, He Xiaojie of ICBC Credit Suisse Fund, He Yiguang of Great Wall Fund, and Yuan Yi of Wells Fargo Fund.
Source: Oriental Fortune Choice data, as of 2022.04.02
1.1 Chen Hao-E Fangda New Economy Hybrid (001018), which is this year's active allocation of Morningstar Award winning funds, Chen Hao took office on February 12, 2015, with a return of 272.80% and an annualized return of 20.21%, currently 7 funds under management, with a scale of 38.675 billion yuan, a fund manager with a term of 9.52 years, a fund manager holding 3.78% and a share of 49.6 million shares.
1.2 He Xiaojie - ICBC New Trend Flexible Allocation Hybrid A (001716), He Xiaojie took office on December 29, 2015, with a return of 220.82% and an annualized return of 20.41%, currently 5 funds under management, with a scale of 13.868 billion yuan, a fund manager of 11.43 years, a fund manager holding 2.32%, and a share of 3.71 million shares.
1.3 Why Guang - Great Wall Intelligent Industry Flexible Allocation Hybrid (005738), Why Yiguang took office on June 8, 2018, with a return of 113.80% and an annualized return of 21.96%, currently 7 funds under management, a scale of 10.030 billion yuan, a fund manager's tenure of 6.87 years, a fund manager holding 2.23%, and a holding share of 9 million shares.
1.4 Yuan Yi - Wells Fargo Macro Strategy Flexible Allocation Hybrid A (000029), Yuan Yi took office on April 12, 2013, with a return of 261.26% and an annualized return of 15.37%, currently 3 funds under management, with a scale of 875 million yuan, a fund manager tenure of 9.48 years, a fund manager holding 1.26% and a share of 2.27 million shares.
2. Partial stock hybrid funds. The 51 partial stock hybrid funds are all displayed as follows: If the combined value of the fund size is required to be greater than 500 million yuan, the fund manager has been in office for three years, and the annualized return is greater than 15%, and the requirements are Jin Zicai, Yang Yan, Sang Jun, Hu Xinwei, Jiang Feng, Jia Chengdong, Liu Xiao, Sheng Fengyan, and Qiu Dongrong.
3. Ordinary equity funds. The 12 ordinary equity funds are all displayed as follows: If the combined value of the fund size is required to be greater than 500 million yuan, the annualized return on the term is greater than 15%, the fund manager has been in office for more than 3 years, and only 3 fund managers on the list of 12 funds meet the conditions: Sun Sheng of Jianxin Fund, Han Weijun of Bank of Communications Schroder Fund, and Tao Can of Jianxin Fund.
4. Balanced hybrid funds. The 7 Balanced Hybrid Funds are all displayed as follows: This year's Balanced Hybrid Fund Morningstar Award is also among them, that is, Xu Lirong's Guofu China Income Blend (450001), Xu Lirong took office on September 30, 2010, with a return of 228.48% and an annualized return of 10.73%.
The data in the article can be mined by yourself, and there may be some fund managers that I have not pointed out.
The amount of information is in the text, this article is only a personal investment thinking and stage combing, not as investment advice.
Disclaimer: Yield data is for informational purposes only, past results and trend styles are not indicative of future performance and do not constitute investment advice. Investors operate accordingly at their own risk. The market is risky, the fixed investment is risky, and the investment needs to be cautious.