叨基叨基

20 stocks earned more than 8% during the year. New Year's "牛基" three gene exposure

Looking forward to it, looking forward to it, Xin Xinran opened his eyes and the stock market finally entered the New Year and finally recovered! As of January 24, the Shanghai Composite Index has risen 3.92% this year and has risen 10 days in 17 trading days. Just last week, the A-share market was gratifying. The Shanghai Composite Index rose more than 1% in two days, approaching 2,600 points. Overall, heavyweights outperformed growth stocks.

Which funds have captured the New Year’s “horns”?

According to statistics, 2,500 partial stock funds, including stock-type and hybrid funds, have an average return rate of 2.10% this year, which is a slight loss. The main reason for losing the market is the decline in positions and the missed stock market. According to statistics from Tianxiang Investment, as of the end of the fourth quarter of last year, the average investment position of 2,500 partial stock funds including stock-type and hybrid funds was 56.51%, which was 4.63 percentage points lower than the end of the third quarter of last year. In terms of fund types, the average positions of stock-type and hybrid funds at the end of the fourth quarter of last year were 85.57% and 60.15%, respectively, which were 0.61 percentage points lower and 4.55 percentage points lower than the end of the third quarter.

In the fourth quarter of last year, there were 153 partial stock funds with a margin of more than 10 percentage points. The average return rate for this year was 3.13%. In the same period, the stock positions of 486 partial stock funds fell by more than 10 percentage points, and the average return during the year was 2.16%. From this calculation, the quick-acquisition stock-based performance overall outperformed the stock base by 0.97 percentage points, which was equivalent to a performance win of 44.91%.

In fact, from the absolute value of the fund position, the performance of high position funds is generally bullish. Investigating the funds with a net increase of more than 8% during the year, there are 20 funds. The average return rate of these 20 funds during the year is 8.94%, which is equivalent to outperforming the market by 1.28 times and outperforming the average performance of more than 2,500 similar funds by 3.26 times.

What are the genes of the 20 "Niuji" in the New Year?

First of all, from the position of the position, the average stock position of the 20 funds as of the end of last year was 90.01%, an overall increase of 4.49 percentage points over the third quarter of last year. However, 7 of the 20 funds belong to the jiacang, and the remaining 13 squats are the overall jiacang, because the Qianhai Open Source Multi-Strategy Hybrid A, Qianhai Open Source Multi-strategy Mixed C Masukura 56.11 percentage points, two fund stocks The position increased from 36.19% in the third quarter of last year to 92.31% at the end of last year. If these two fast-accumulating funds are eliminated, the remaining 18 average positions will fall by 1.24 percentage points in the fourth quarter of last year.

In other words, an important reason for the performance of these 20 funds is the high proportion of stocks.

Secondly, the fund size is not fat? C, the fund manager is easy to operate. The latest average size of the 20 funds so far is 546 million yuan. Among them, there are only two large funds with more than 2 billion yuan, namely, Jiashi Environmental Low Carbon Stock and Changxin Domestic Demand A. The latest net worth is 2.353 billion yuan and 2.061 billion yuan respectively. Two other funds are between 1 billion. Yuan to 2 billion yuan, 7 funds range from 200 million to 1 billion yuan.

Again, the fund manager is more mature and has some management experience. According to statistics, the current fund managers of 9 of the 20 funds are marked as “mature”, including Harvest Fund Yao Zhipeng, Huaan Fund Wang Chun, and Yinhua Fund Liu Hui. In fact, even if there is no “mature” fund manager, there is a certain reputation, such as Changxin Fund Anzhen, Tianhong Fund Xiao Zhigang, Nuoan Fund Shi Gaofei, Shangyin Fund Zhao Zhizhi and so on.

I also say two sentences.

Column introduction

This column focuses on the problems of public and private funds, selects hot topics, and conducts discussions. When your legal rights are damaged, you can leave a message and complain at the bottom of the wall. The financial sector fund will give full play to the media supervision function, adhering to the principle of objectivity and fairness, and feedback the problem to relevant fund companies, third-party sales organizations and regulatory authorities, etc., and urge relevant institutions to solve problems and effectively protect the interests of users!

Producer

I want to break the news

E-mail: fund@jrj.com.cn

Pay attention to the official WeChat of the financial sector fund