The good news about the rise of oil is that there are different types of investment targets of oil funds and fund projects, such as loan money funds and pure debt funds. Most oil price increases are unlikely to have all adverse effects on these funds. Here, Bian Xiao would like to share with you whether the rising oil price has an impact on the fund, so as to facilitate your study.
Does the rise in oil prices have an impact on the fund?
Concerns about the global energy supply shortage and many factors in the international market have pushed up the oil market. As of June 65438+1October 65438+1October 0, the price of Brent crude oil once rose to $84.6/barrel, and the price of WTI crude oil also exceeded the $80/barrel mark. At present, the oil price has reached a high level in the past three years, which has also led to the rise of domestic oil prices. As of June 65438+1October 9, domestic oil prices have been raised for 65438 times.
The continuous rise in international oil prices has also promoted the recent sharp rise in the net value of crude oil funds. According to the data of Eastern Fortune Choice, on June 8 10, several crude oil funds led the whole market. The net value of CGB Dow Jones Oil Index RMB A Fund increased by over 9%, Huabao S&P Oil and Gas Fund increased by over 8%, Nuoan Oil and Gas Energy Fund increased by nearly 7%, followed by other crude oil funds.
However, the high volatility of crude oil market price and the complicated relationship between supply and demand in the international market make the risk of investing in crude oil funds higher than other types of funds. Regarding the risks that the crude oil market may face, Huabao Fund said that the risks that need attention are whether the epidemic will once again affect the overall demand this winter, whether the cold winter will be lower than expected, and whether the supply side will have an unexpected impact.
The crude oil fund rose by 40% in more than a month.
Recently, niche crude oil fund has once again become the most beautiful variety of all funds. When all stock funds and hybrid funds are worried about the rapid style switching, the international oil price has been rising since late August.
According to the data of Eastern Fortune Choice, from August 23rd to June, 65438+1October1,the fund with the highest increase in interval net value was Huabao S&P Oil and Gas Dollar A, with an increase of 4 1.28%, and the net value of RMB A of Guangfa Dow Jones Petroleum Index increased by 35.57%.
Judging from the single-day net increase, the above Huabao Oil and Gas Fund and Guangfa Dow Jones Oil Index were among the top gainers. On June 8, 5438+00, the net value of these two crude oil funds increased by more than 8% and 9% respectively. Harvest crude oil, Nuoan oil and gas energy, Huaan Standard & Poor's global oil index, E Fund crude oil and southern crude oil were among the top gainers.
At present, there are seven crude oil funds on the market, all of which are mentioned above. Among them, Huabao Oil and Gas had the highest scale at the end of the second quarter, reaching 3,665.438+0.3 billion yuan, the scale of southern crude oil was 654.380282 billion yuan, and the scales of other crude oil funds were all below 6,543.8 billion yuan.
The investment targets of these crude oil funds are not crude oil futures contracts, and the specific tracking targets vary from fund contract to fund contract. Southern crude oil, Yifangda crude oil, Jiashi crude oil and Nuoan oil and gas belong to FOF, which mainly invest in global crude oil theme funds (including ETFs) and company stocks. Huabao Oil&Gas, Huaan S&P Oil Index and Guangfa Dow Jones Oil Index completely follow the investment philosophy of index funds, and their performance trends are quite different due to the different indexes tracked.
It is worth mentioning that the volatility of crude oil funds, which seems to have risen sharply, is also significantly higher than that of other equity funds. In 2020, the average net value of the above seven crude oil funds decreased by 37.76%, and the highest 1 decreased by more than 50%, while the average increase of equity funds and partial stock mixed funds in the same period exceeded 50%. Among the investors who participated in crude oil futures, some people still remember the scene that the price of crude oil fell to negative value in May last year.
Is the rise in oil good for the fund?
Yes, it will directly benefit the oil and gas enterprises that exploit and explore upstream, or the oil and gas service enterprises related to exploitation. Historically, high oil prices will directly promote the profits of enterprises, which will be conducive to the company's performance, and will eventually be reflected in the listing of stock prices.
If you invest in funds, it is suggested to pay attention to relevant oil and gas theme stock funds and invest in oil and gas enterprises that exploit and explore upstream. The following are the names of relevant funds and their data performance.
What fund should I buy when the oil price rises?
The most direct way to buy funds when oil prices rise is the crude oil fund, which mainly invests in a basket of crude oil stocks, so the rise and fall of oil prices will directly affect the rise and fall of crude oil funds. At the same time, investors can also buy some funds related to gold, natural gas, coal, new energy and transportation, because the rise in oil prices is good for these industries and will also drive the rise of these funds.
At present, the crude oil funds held by us are: Southern crude oil QDIIIFOFLOF (code A is 5010/8, code C is 006476), Harvest crude oil QDIIIFOFLOF (code 160723) and Yifangda crude oil QDIFOFLOF (code A is16)