There is one of the most famous ghost stories in the fund circle - "the fund makes money and the people do not make money".
Over the past many years, the overall return of the fund is not consistent with the money-making experience of the basic people, the most fundamental reason is that the basic people always follow the trend at the high point to buy, and once the fall can not withstand the fluctuations, the low cut meat, resulting in the actual loss.
Therefore, to evaluate whether a fund or a fund manager is strong, in addition to paying attention to the yield indicators that we usually mention, we can also use the "profit" and "weighted average net value profit margin" of the fund.
Recently, we have sorted out the profit data of the 2021 fund annual report and found some very interesting data, which are also closely related to the basic people, such as:
Who was the fund manager who made the most money for the citizens last year?
Who is the fund manager who loses the most money?
Which fund manager has the most sensible holders?
The market was dismal in the first quarter, are they okay?
Let's take a look at the data.
After helping Jimin earn 12.5 billion yuan,
He waved his sleeve and did not take away a cloud
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Students who are sensitive to the news of the fund circle should think that this Xu Zhimo-style fund manager is Zhao Yi.
According to Choice statistics, Zhao Yi managed the new energy theme of the Agricultural Bank of China last year, and made 8.81 billion yuan in one year! In fact, Zhao Yi managed a total of 4 products last year, with a total profit of 12.52 billion yuan, which is the first place in the list of equity fund managers in the whole market.
However, in March this year, Zhao Yi announced his official departure from the ABC Huili Fund, and he wrote in a letter to the holders, "I want to go out and see the outside world."
Wave your sleeves without taking away a cloud.
The most eye-catching person on the money-making list is the famous semiconductor track player Cai Songsong.
, its representative product Sino Analytica Growth Blend, last year earned 6.97 billion yuan.
But in fact, Sino Analytica's net worth rose by 22.50% last year, and the size of the fund was 27.4 billion yuan, which was not the best in terms of performance and scale, but why could Manager Cai's earning power enter the top three?
In the Medal of Merit, there are also half of the Basics!
Compared with the chase and fall above some top fund managers, the basic people are much calmer in the face of Manager Cai's fund, while joking that he "rises when Manager Cai, cai dog when falls", but on the other hand, he is a master of reverse investment, "high throw low suck", and fall into the bag in time.
For example, in the fourth quarter of 2020, Sino Analytica's fund share reached a record 18.956 billion shares, and then the net value of the fund fluctuated all the way up. At the same time, along with the rise of the market, Jimin redeemed all the way, until only 12.323 billion shares were left in the third quarter of last year, leaving most of the profits in the pocket, and the rhythm was very accurate.
It's really "Sino Analytica taught me to grow"! On investor education, I only serve Manager Cai.
Annual champion Cui Chenlong also made 7.14 billion yuan last year, and the scale of management has soared to 40.96 billion yuan, and its representative product Qianhai Open Source Utility Equity Fund made 5.27 billion yuan last year.
However, in the context of black swans and gray rhinos wandering around this year, the market is bleak, and these most profitable products last year cannot resist the mud and sand of the market, and the performance is generally under pressure.
However, from the example of Manager Cai, have you also found a money-making cheat? That is, for quality funds or fund managers, the decline is not terrible,
Let's take a look at the 19 funds that helped everyone make the most money last year!
Loss of 10 billion does not change faith,
When did these long-distance runners bottom out?
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I believe you can also guess that the active equity fund with the most serious loss in 2021 is the superstar of 2020: E Fangda Blue Chip Select Mix, with an annual loss of 10.39 billion yuan!
On the one hand, the net value of the fund fell by 9.89% last year, on the other hand, the size of the fund is 67.6 billion, and the two factors are superimposed, and the loss is serious.
Although the loss of tens of billions, but the love of the people for Zhang Kun is deep, many people are still wuli kun kun fans, firmly believe that after the wind and rain will eventually see the rainbow.
Different from Manager Cai's investor education method, Zhang Kun is facing the masses too crazy, in order to help everyone avoid chasing up and killing down, he can only use the most direct way of "purchase restriction" to teach everyone to "choose the time".
For example, the purchase restriction measures introduced when the liquor stocks were at a high level in February last year blocked many crazy "base fans" from the outside of the product to avoid the phenomenon of "more and more losses", although this conscientious act led to a slight shrinkage in the fund share, but won the praise of the basic people, and the real "lost the money of the basic people but won the hearts of the basic people".
In the first quarter of this year, E Fangda Blue Chip Select fell by another 18%, but on March 9,
As for believing it or not? Look at you.
The second most popular active equity fund in the money loss list is also quite high, that is, the CeIBS Medical and Health Hybrid managed by Gülen, with a total loss of 7.22 billion yuan last year, and the net value of the fund fell by 14.1% in the first quarter of this year.
The two largest products managed by Gülen last year, CEIBS Medical Health and CEIBS Medical Innovation Fund, both showed a large drawdown in net worth, with a total loss of 8.66 billion yuan, in fact, CEIBS Healthcare alone lost 11.1 billion yuan in one quarter in the fourth quarter of last year.
On the list of lost money, there are many star funds that are familiar to everyone, including Liu Yanchun, Feng Bo, Qu Yang, Xiao Nan, Jiao Wei, Wu Chuanyan and so on.
On the one hand, the loss of money is due to the decline in the net value of the fund, and on the other hand, due to the "star effect", the products managed by these star fund managers are too large, becoming a "double-edged sword" of performance and profits.
Like the godfather of the fund, John Borg, about the size of the fund, "Victory is the biggest failure".
A little sigh
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I don't know what everyone's mood is after reading these two lists, anyway, I am quite sighing, "the fund makes money and the people do not make money", the biggest curse in this fund circle, to be broken, I feel that there is still a long journey.
Once you enter the fund, you must not hold the mentality of "lying and winning", invest rationally, study seriously, know your fund manager, and also know yourself.
With all of you, I wish you all the money this year!
Investment is risky, and you need to be cautious when entering the market.
The merchants and merchants walk the rivers and lakes with swords, and they are like shooting stars
Arthur, The Woman in the Yellow Shirts|
Produced |
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