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Invesco Great Wall Fund Li Jin: Constructing a portfolio based on the background of the times and industry trends

Invesco Great Wall Fund Li Jin: Constructing a portfolio based on the background of the times and industry trends

In recent years, although the performance of the Shanghai Composite Index is not outstanding, under the increasingly significant structural market, active equity funds still show a better money-making effect, among which the high-performing star fund managers have obtained rich excess returns by virtue of their excellent investment and research strength, which has been recognized by the market. It is understood that Li Jin, an atypical growth stock player recognized by the market, after taking charge of the Invesco Great Wall Science and Technology Innovation Fund, its first new product managed separately - Invesco Great Wall Boom Enterprising Hybrid Fund (product code: a class 013812, c 013813) will be issued soon, which will focus on the fund manager's ability circle, selecting electric vehicles, photovoltaics, high-end manufacturing, military, medical services and other high-prosperity industries.

The big wave of sand and sand shows the true color of gold, and performance is the touchstone for testing the investment level of fund managers. Before joining Invesco Great Wall Fund in May this year, Li Jin worked in Huatai United Securities Research Institute, Baoying Fund and other institutions, with 11 years of experience in the securities and fund industry and 4.6 years of investment experience. According to Galaxy Securities data, as of May 14, 2021, baoying Hongli income (2017/1/4-2021/5/15) and Baoying advanced manufacturing (2017/12/15 2021/5/15) with the longest management time, ranked the top 2% of the fund's class A share net value growth rate in the past two years, ranking 7/463 and 9/463 respectively. Among them, Baoying Advanced Manufacturing has won the full five-star rating of three major institutions such as Galaxy Securities, Haitong Securities and Morningstar Information, while among the more than 4,000 open-end hybrid funds in the whole market, no more than 30 funds have been rated by the three major five-star rating agencies.

Outstanding performance is inseparable from the mature investment research system of fund managers. Li Jin adheres to the investment philosophy of "shouzheng", believes in research to create value, accompanies excellent companies to grow together with a long-distance running mentality, and earns money for enterprise growth. In the specific investment, Li Jin adheres to the investment of growth stocks, and is good at building a combination based on the background of the times and industry trends; in terms of stock selection, he focuses on the company's product pricing ability and industrial pattern, the company's asset quality, as well as the corporate governance structure, incentive mechanism and management quality characteristics. In Li Jin's view, there are still structural opportunities in the market, and it is expected that new energy fields such as electric vehicles and photovoltaics are expected to maintain a high growth rate in the next 3-5 years. The upcoming Invesco Great Wall Boom Blend aims at opportunities in related fields, focusing on outstanding companies with good growth in the future.

In particular, in addition to the outstanding investment ability of the fund manager itself, the excellent investment strength of Invesco Great Wall Fund also escorts the new fund. Over the years, the overall investment capability of Invesco Great Wall Fund has continued to maintain its leading position in the same industry. In September 2021, Invesco Great Wall Fund won the 18th "Taurus Fund Management Company" and "Equity Investment Taurus Fund Company" two company awards. Haitong Securities data shows that as of September 30 this year, the absolute rate of return of equity funds under Invesco Great Wall Fund in the past five years and the past decade ranked 3/99 and 9/62 of fund management companies in the same period, respectively. The "Master of Science and Technology Growth" is at the helm of the superposition team escort, and the issuance of invesco Great Wall Boom And Enterprising Mix is worthy of investors' attention.

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