After two years' development, Morgan Fund Management Co., Ltd., as one of the fastest-growing and best-performing fund companies in recent years, has managed assets of over10 billion, ranking first in the fund company appraisal of Zhanheng in the first half of 2006.
The average income of Guangfa Fund Company in the first half of the year was the highest, and the small-cap half-year income of Guangfa reached 90.69%, ranking second among all funds, while the half-year returns of Guangfa Jufeng, Guangfa Jufu and Guangfa's steady growth all exceeded 70%, which can be said to be a comprehensive harvest. Relatively speaking, the risk indicators of the funds under Guangfa are slightly higher, but the income after risk adjustment is still very high, and the whole first half of the year is a foresight. The Hongdu aviation incident in the second half of the year has brought some negative effects to the company, but due to the high increase accumulated in the previous period, the overall performance of the company is still excellent.
Cathay Pacific, a cathay pacific fund company, ranked third in comprehensive performance in the first half of the year. Cathay Golden Eagle Growth and Cathay Golden Horse Steady were rated as five stars in Zhanheng, and Cathay Golden Dragon Selection was also rated as four stars. All three funds earned more than 50% in the first half of the year. Cathay pacific fund's deepest feeling is stability, which is related to Cathay Pacific's investment philosophy.
Guo Fu's fund company, Guo Fu Tian Li Value, was not only a star in 2005, but also maintained a high performance level this year, with a profit of 77.4% in the first half of the year, 28.3% since Guo Fu Tian Li was established, and 17.98% in the first half of the year.
Jing Shun Great Wall Fund Company Jing Shun Great Wall Fund Management Co., Ltd. is the first Sino-US joint venture fund management company in China, with considerable research strength and investment management capabilities. The investment income of its Jing Shun Domestic Demand Growth Fund exceeded 80% in the first half of this year, and the other three funds, Jing Shun Dingyi, Jing Shun Preferred Stock and Invesco, also had a power balance of more than 60% for half a year, showing a relatively balanced overall performance. Invesco dynamic balance fund is 1 1.65448.
Changsheng Fund Company ranked sixth in the overall performance in the first half of the year, among which the income of Changsheng Bond Fund since its establishment was 3 1.9%, and the yield in the first half of the year was 16.7%, ranking among the top three bond funds. Generally speaking, the income and risk indicators of Changsheng's funds are medium, which will be more suitable for moderate investors, and sometimes joining the portfolio will have better results.
Penghua Fund Company Penghua China has a yield of 70% in the first half of 50 years, and is also a five-star fund rated by Zhanheng. The growth of Penghua industry and the yield of Putian Income Fund in the first half of the year are all above 60%. For the trend in the third and fourth quarters, Peng Hua thinks there may be a big shock, and the future can be very optimistic. Among them, the promising industries are consumer-related industries, independent intellectual property stocks and industry-leading manufacturing industries.
Huaxia Fund Company currently manages four closed-end funds, 10 open-end funds, 1 Asian bond funds and several entrusted investment portfolios of the National Social Security Fund. It is one of the fund management companies with the largest number of funds and the most complete variety in China. Huaxia Fund Company ranked eighth in comprehensive performance. The star fund selected by Huaxia Market achieved a yield of 9 1.4% in the first half of the year, ranking first among all funds, while its VaR value was only 7.73%. In addition, the yield of Huaxia Growth, Huaxia Return and Huaxia Dividend Growth in the first half of the year also exceeded 60%.
Dacheng Select Value-added Fund Company earned 90.2% in the first half of the year, ranking third among stock funds, but it is risky. Dacheng's fund income is above the average level, but the risk index is high. Dacheng's monetary income is 1.04%, ranking first among monetary funds. Dacheng Fund Company pays more attention to consumption, independent innovation and resource industries.
The income of E Fund Company in the first half of strategic growth is 74.5%, which is not particularly high in terms of income alone, but the risk index is very low. E Fund Company's strategic growth and steady growth have earned more than 65,438+000% since its establishment, which reflects the ability of E Fund Company to obtain sustainable income.