2023 has officially come to an end, although the market has been volatile and adjusted for two consecutive years, and the stock index has not performed well, there are still some fund companies that have delivered a brilliant report card with their excellent investment and research capabilities. In 2023, ChinaAMC Beijing Stock Exchange Innovative SME Select won the performance champion of active equity funds (excluding QDII) for two years, ChinaAMC Antai Hedging Strategy won the performance champion of quantitative hedge funds for 3 months, and ChinaAMC Global Technology Pioneer and ChinaAMC Nasdaq 100 ETF won the second and third place in QDII fund performance respectively.
While a single fund has won the single performance list, there are also many funds under ChinaAMC that rank among the top in the same category. Recently, Morningstar (China), Haitong Securities and Galaxy Securities, three authoritative fund evaluation agencies, have successively released the latest fund performance rankings as of the end of 2023.
晨星榜: 8只基金位列TOP10
According to the performance list released by Morningstar (China), a total of 18 equity, fixed income and index products under ChinaAMC Fund ranked among the top 10 in the one-year, three-year and five-year fund performance rankings.
In the one-year list, ChinaAMC Pantai Mixed Fund (LOF) A won the champion of conservative mixed funds (1/584), ChinaAMC Dinghang Bond A won the second place in credit bond funds (2/229), ChinaAMC Champion Stocks (LOF) A and ChinaAMC Value Growth Stocks A ranked 3rd and 7th among mid-cap balanced stock funds (3/92, 7/92), and ChinaAMC Digital Economy Leading Mixed A and ChinaAMC Stable Growth Mixed Fund also ranked 4th among Shanghai-Hong Kong-Shenzhen active allocation funds respectively (4/ 1026) and Active Allocation - 5th place for small and mid-cap funds (5/77).
In terms of the three-year list, ChinaAMC Pantai Mixed (LOF) A and ChinaAMC Dinghang Bond A were once again on the list, ranking 2nd (2/424) and 3rd (3/217) in their same category, while ChinaAMC Classic Blend, ChinaAMC CSI 500 Index Enhanced A, ChinaAMC New Splendid Flexible Allocation Hybrid A and ChinaAMC Asian Bond China Index A ranked 5th, 6th, 7th and 10th respectively among Standard Mixed Fund, Mid-Cap Balanced Equity Fund, Flexible Allocation Fund and Interest Rate Bond Fund (specific rankings: 5/61, 6/69, 7/479、10/120）。
In the five-year rankings with a longer dimension, ChinaAMC Classic Mixed and ChinaAMC Asian Bond China Index A once again ranked 2nd and 7th in the same category, while ChinaAMC Energy Innovation A (Large Cap Growth Equity Fund), ChinaAMC Juli Bond A (Active Bond Fund), ChinaAMC Industry Prosperity Mixed (Active Allocation - Small and Mid Cap Fund) and ChinaAMC Emerging Consumption Mixed A (Industry Mixed - Consumption Fund) ranked 4th, 6th, 10th and 10th respectively in the same category (specific rankings: 4/179, 6/218, 10/58 and 10/47).
Haitong List: 1 fund in the top 10%
In the list of Haitong Securities, 11 products of ChinaAMC Fund have ranked among the top 10 of the same category in the rankings of different statistical intervals. In particular, the performance of ChinaAMC Antai hedging strategy in the past three months, two years and three years has won the first place in the hedge strategy mixed fund (specific ranking: 1/37, 1/36, 1/34). Also winning the championship is Huaxia Panli one-year fixed opening mixed A, which ranks first in the performance of partial stock mixed funds in the past three years (1/264). ChinaAMC Pantai Mixed (LOF) A has only just won the Morning Star and made it to the Haitong list, and its performance rankings in the past one year, two years and three years have ranked among the top 4 of the same kind (partial debt mixed fund) (specific rankings: 2/1233, 2/943, 4/457).
In addition, the performance of ChinaAMC New Jinxiu Mixed A in the past one year and two years ranked 9th and 6th in the flexible strategy mixed fund (specific rankings: 9/1855, 6/1718), and the performance of ChinaAMC Panrui One-year Fixed Opening Mixed A in the past one year and two years also ranked 5th and 7th in the partial stock mixed fund (specific rankings: 5/392, 7/337). In addition, more than 10 products, such as ChinaAMC Industry Prosperity Hybrid A, Huaxia Dinghang Bond A, Huaxia Shengshi Hybrid A, and ChinaAMC Digital Economy Leading Hybrid Initiator A, are also among the top 10% of the same category in Haitong Securities' performance rankings in various dimensions.
Galaxy List: 27 funds in the top 10%
In addition to the Morningstar and Haitong lists, a total of 27 products under ChinaAMC Fund have been ranked in the top 10 of Galaxy Securities' fund performance rankings in various statistical intervals. Among them, ChinaAMC Pantai Mixed (LOF) A (Ordinary Partial Debt Fund), ChinaAMC Antai Hedging Strategy 3-month Fixed Opening (Hedge Strategy Mixed Fund) for nearly one year, The two-year and three-year performance ranked first in the same category, ChinaAMC Panli One-Year Fixed Opening Mixed A also won the crown of the three-year performance of the partial stock mixed fund, and the ChinaAMC Beijing Stock Exchange Innovative Small and Medium-sized Enterprises Select Two-Year Fixed Opening Mixed Fund also ranked first in the Beijing Stock Exchange Thematic Equity Mixed Fund in the past one year, and the fund's 2023 annual performance is even more leading the whole market active equity fund (excluding QDII).
Other products in the top 10% of the list include Huaxia Online Shopping Select Mix A, Huaxia Energy Conservation and Environmental Protection Stock A, Huaxia New Jinxiu Mix A, Huaxia Panrui One-Year Fixed Opening Mix A, Huaxia Digital Economy Leading Hybrid Initiator A, Huaxia Energy Innovation Stock A, Huaxia Smart Pioneer Stock (LOF) A, Huaxia Internet Leading Mix A, Huaxia Hengrong Bond, Huaxia Smart Value Growth Stock A, Huaxia Ruipan Taixing Mixed A, Huaxia Classic Mixed and Huaxia Xinghe Mixed A.
The triumph of long-termism and the "multi-asset all-in-one platform".
In fact, it is no accident that ChinaAMC's performance dominates the list, and it also reflects the company's adherence to long-termism and the victory of building a "multi-asset all-round platform".
ChinaAMC has always adhered to the focus on customer needs, deeply cultivated assets, and continued to discover, define, create and manage assets. ChinaAMC's products are all deployed and operated from the perspective of asset allocation, adhering to countercyclical thinking and long-termism. China Asset Management believes that asset creation is not a product concept, but a pedigree concept, as Li Yimei, general manager of China Asset Management, emphasized: "We hope to build a multi-asset all-round platform, and we are firmly committed to creating asset classes with smaller and smaller granularity, just like Lego, which can be spelled out in various shapes with a small piece, and with this granularity, we can truly serve wealth management." "Nowadays, almost every type of asset in the market has ChinaAMC fund products, and each type of demand can find corresponding solutions in ChinaAMC fund.
In line with the strategy of "multi-asset all-round platform" of China AMC, in terms of research system, China AMC has set up three major departments: equity research, fixed income research and intelligent investment research technology center, and in terms of investment, it has established an investment decision-making system with strategy as the core, professional investment committee as the lead, and fund manager responsibility. At present, the investment committee has equity, institutional and mixed assets, international, fixed income, quantitative, infrastructure and real estate, derivatives and non-standard assets, covering almost all mainstream styles and industries at home and abroad.
It is precisely under the industrialization, platformization and integration of investment and research strength that the brilliance of ChinaAMC's "multi-asset all-round platform" has accumulated steadily. As of the end of 2023, the assets under management of China AMC Fund have exceeded 1.2 trillion yuan, an increase of more than 16% year-on-year.
Source: China Asset Management
Disclaimer: This article is a reprint and does not represent the position of this journal and does not constitute investment advice.