Allocation bonuses or returns are both good.
China Dividend is a stock fund with a mid-cap balanced investment style. Since its establishment more than 3 years ago, the risk-return characteristics among similar companies have been low-risk and high-return. As of April 30, China Dividend's return rate in the past six months was -14.78%, ranking 26th among 187 similar stock funds. The annualized volatility of return was 30.44%, ranking 38th among 187 stock funds. position, the risk is less. The fund has excellent historical performance. Last year, it ranked 6th among 172 stock funds with a return rate of 169.42%.
The fund manager Sun Jiandong has strong ability to choose stocks at the right time. Judging from historical performance, the timing ability is outstanding. China Dividend has continued to reduce its positions since the third quarter of 2007 and has successfully maintained strong performance. China Manulife was the only fund in the top 10 last year with assets exceeding 20 billion yuan. At the same time, the fund is a mid-cap balanced style, investing in small and medium-sized caps with an asset scale of nearly 30 billion, which verifies the breadth and depth of the company's investment research platform and the fund manager's personal research. The first quarter showed that the scale of fund management increased slightly, reaching 29.5 billion yuan.
In the first quarter, China Asset Management Company’s assets under management reached more than 200 billion. It is currently the largest domestic fund company in terms of asset management. It has 15 equity funds and 3 fixed income funds. The line is complete.
In addition, according to the 6D base selection method provided by experts on the Fund Trading Network, you can refer to the two bull bases we recommend based on recent market conditions:
This issue (September 18 -September 24) The stock indexes of Shenzhen and Shanghai stock markets fluctuated upwards, stimulated by the "three major positives", and the market showed obvious signs of rebound. If other combination policies are introduced in the later stage, the market does not rule out the possibility of further rebound. Some stocks with obviously low valuation levels and those that are expected to be overweight or repurchased will face certain opportunities. In such a market, funds with strong stock picking and timing capabilities will benefit from this. In this issue, we use the 66D base selection method originally created by the Fund Trading Network to accurately locate the "niu bases" in the individual stock market for investors: E Fund, Shanghai Stock Exchange 50, and Southern Longyuan Industrial Theme.
Capitalize on the hot spot Niu Fund during the shock and upward trend
Choice 1: E Fund SSE 50
E Fund SSE 50 is an index-enhanced fund, and the index constituent stocks are mainly listed in Shanghai Securities Among the most influential high-quality large-cap stocks on the market, according to the latest data on the position structure of E Fund's Shanghai Stock Exchange 50, financial and banking stocks are the majority. Under the premise of strictly controlling the risk of deviation from the target index, the fund strives to obtain investment returns that exceed the index and pursue long-term capital appreciation. At present, under the stimulation of a series of favorable national policies, financial stocks have risen significantly, driving the market to strengthen again. It is expected that the market will continue this trend in the near future, and there are still investment opportunities for this fund.
Select 2. Southern Longyuan Industrial Theme
Southern Longyuan Industrial Theme is a stock fund, which is a securities investment fund with higher expected risks and expected returns. Its expected risks and The income level is higher than that of hybrid funds, bond funds and money market funds. The Fund mainly invests in financial instruments with good liquidity, including investments in domestic stocks and bonds that are publicly issued and listed in accordance with the law, as well as other financial instruments permitted by laws, regulations or the China Securities Regulatory Commission for fund investment. From the perspective of industry configuration, manufacturing, finance and insurance, as well as metal and non-metal industries rank among the top three. Industry concentration is relatively small, which is conducive to risk prevention and long-term stable value-added.