There has been a hot topic in the past two days,
"Has your fund paid off?"
I'm talking about going back to 2024.
As of yesterday, the index of partial stock hybrid funds has risen by 0.68% in 2024,
The star funds of the "last era" have also become popular.
Qianhai Open Source Shanghai-Hong Kong-Shenzhen Advantage Selection (Qu Yang), up 9.58% in 2024;
The new trend in Central Europe (Zhou Weiwen), up 8.4%;
E Fund Blue Chip (Zhang Kun), up 8.04%;
Other funds managed by Zhang Kun also turned red, and E Fund Premium Select (formerly "E Fund Small and Mid Cap"), which had the lowest return, also rose by 6.59%.
Fuguo Tianhui (Zhu Shaoxing), up 6.88%;
E Fund Competitive Advantage Enterprise (Feng Bo), up 4.86%;
Invesco Great Wall Emerging Growth (Liu Yanchun), up 4.7%;
Xingquan business model (housewarming), up 4.12%;
Xingquan Heyi (Xie Zhiyu), up 3.1%...
So, are you going back to Ben in 2024?
At the same time, the lazy cat noticed,
Some funds have hit a new high since their establishment, which is amazing~
The list is here (one fund manager picks one to represent the fund):
Requirements: 1) Stock position is more than 50%; 2) The date of appointment of the fund manager is before 2023; 3) Since April 2024, the net weighted net value of the fund has reached a record high.
There are quite a few acquaintances here,
(1) Bao Wuke
I have the impression that he has him every time he screens a fund that has reached a new high.
The day before yesterday, the "Invesco Great Wall Shanghai-Hong Kong-Shenzhen Selection" managed by him hit a new high since its establishment.
Come, feel the net worth curve since Uncle Bao's management, it is indeed picturesque.
On the position,
Bao Wuke's heavy positions in nonferrous metals, petroleum and petrochemicals, hydropower, and Tencent are all stocks that have performed well this year.
During the May Day period, Tencent soared, and the accumulated income was cashed out in a lump sum on May 6, and other stocks also cooperated, so the net value of the fund hit a record high.
(2) Zhang Yifei, Jiang Cheng, Lan Xiaokang, Liu Xu, these valuable celebrities also hit a record high yesterday or the day before yesterday.
If you look at the position,
They have a heavy position in value industries such as banks, home appliances, nonferrous metals, petroleum and petrochemical, chemical, construction machinery, and telecom operators.
(3) Dong Chen
Huatai Berry Multi Strategy also hit a record high yesterday, up 14.29% this year.
The fund has a heavy position in gold, non-ferrous metals and real estate.
Except for 2 real estate stocks, other heavy stocks have risen by more than 20% this year.
(4) Lofty
Previously introduced Gao Yuan,
https://mp.weixin.qq.com/s/olm85TWQwmA1Wn3kqQ18Gg
Doctor of economics from Fudan University, macro analyst, investment method is to combine the macro "top-down" and the mesoscopic "industry prosperity", and select those industries that are in line with the market trend and the prosperity is upward.
Moreover, the position is diversified, and the position of the largest heavy industry is about 15%.
The requirement for oneself is that I hope that the medium and long-term returns can be ranked in the top 1/4 of the whole market, and the drawdown control can also be ranked in the top 1/4 of the whole market.
By analogy, it is a bit similar to Fan Yan, and the net value of the fund is also similar. (The difference is that Fan Yan's stocks are also scattered, and Gaoyuan's stocks are concentrated)
"Changxin Balanced Strategy One-Year Holding" is a new fund he issued in December 2022, with heavy positions in liquor, coal, gold, and the Internet, which hit a record high yesterday because there was no historical performance drag, up 17.18% this year.
(5) Wang Ping
Wang Pingguan's "China Merchants Quantitative Selection" hit a record high yesterday, and its year-to-date earnings have also been 7.46%.
This should be the first star quantitative fund to come out of the pit.
Let's feel the net worth curve:
As a contrast,
The net worth curve of some quantitative funds looks like this:
And Jin Yuan Shun An Yuan Qi,
It's almost out of the pit, Miao Weibin is amazing~
operational,
Wang Ping himself is value-biased, and he sank so deeply, which may be an important reason why he can take the lead out of the pit.
(6) Yang Siliang
Yang Siliang has also been introduced many times before,
https://mp.weixin.qq.com/s/gdOvrC3byun9gQGj7kF_cQ
A fund manager who pays more attention to supply-side logic likes to focus on companies with "supply-side competitive advantages" and sustainable growth.
Out of concern about secondary inflation, he believes that the global economy may experience a process of violent fluctuations of "first entering the trough and then reaching its peak", low interest rates have become a thing of the past, and high-quality growth will become the theme of the times.
The positions are also mainly in the defensive sector, with heavy positions in gold, gas, home appliances, railways, telecom operators and other value sectors, as well as Muyuan shares, optimistic about the reversal of the pig cycle dilemma.
The Baoying Quality Selection, which he manages, was established in December 2021 and has no historical baggage, hitting a record high on May 6.
(7) Zhang Zhimei
This is an old-timer, mentioned before, but not in detail.
He joined the industry in 1994 and worked for Southern Securities. From 2000 to 2015, he worked in China Southern Asset Management as a special account investment manager. In 2015, he joined Baoying Fund, first managing a special account, and later also managing a public fund; Later, he participated in the preparation of Shangzheng Fund and became the deputy general manager in July 2020.
In November 2021, the new fund was issued - Shangzheng Competitive Advantage.
Looking at the trend of net worth, except for September and October 2022, there was not much retracement, and it suddenly made a sudden force recently, hitting a record high the day before yesterday.
In terms of investment methods,
Zhang Zhimei said that she uses an "absolute return" method to manage the fund, with the goal of pursuing an annualized rate of return of 10 to 15 percent.
In terms of stock selection, she prefers companies that have a clear competitive advantage in the industry. However, in actual investment, the "downside risk" will be put in the first place, and try to buy it at a cheaper price to improve the margin of safety.
On the position,
Zhang Zhimei has heavy positions in coal, oil and gas, nonferrous metals, food and beverage, China Mobile, and Tencent, and there are always some positions in the value outlet, and the performance is so good.
In this regard, Zhang Zhimei said frankly: "The top performance ranking is because the position layout is highly correlated with the market style, and the ranking results also have some luck elements."
(8) Liu Lili
Liu Lili is a consumer researcher, but she did not limit herself to consumption, but selected stocks in the whole market, starting from the perspective of the cycle, looking for investment opportunities that resonate upward at the bottom of the cycle, and carry out left and reverse layout.
In the first quarter of this year, Zijin Mining and Gree Electric Appliances were urgently bought into the top two heavy stocks.
Looking at it now, this decision is the operation of the winner and loser, two stocks, one up 40%, one up 31%, Wells Fargo Research Select rose 5.05% in the first quarter, 13.45% this year, and hit a record high yesterday.
You know, this is a fund established in December 2014, established 9 and a half years ago, experienced the 2015 bull market, core assets bull market, but yesterday hit a new high, the difficulty behind can be imagined.
Other funds that were set up before the Chinese New Year in 2021, but hit record highs yesterday and the day before yesterday are these:
Congratulations to the people who hold these funds, all of them have made money~~
Disclaimer: The content of this article is for informational purposes only and does not constitute investment advice