Introduction of Guolian Small-cap Fund Guolian Small-cap Fund is a fund that mainly invests in small-cap stocks, aiming to find companies with small market value, good growth and reasonable valuation, and obtain stable income through long-term holding. The fund is managed by Guolian 'an Fund Management Co., Ltd. and was established in 2007. It is one of the earliest funds focusing on small-cap stock investment in China.
Performance As of the end of June, 20021,the accumulated net value of small and medium-sized funds in Guolian 'an was 4.6566 yuan, and the annualized rate of return since its establishment was 18.08%. In the past five years, the annualized rate of return of the fund has been 22.03%, which has performed well. In 20 19 and 2020, the annual returns of small and medium-sized funds in Guolian' an were 64. 12% and 44. 14%, respectively, far exceeding the performance of the market index in the same period.
The investment strategy of Guolian small-cap fund mainly looks for small companies with good growth, reasonable valuation and strong profitability to invest through fundamental analysis and industry research. The Fund emphasizes long-term holding, avoids excessive trading and short-term speculation, pays attention to value investment and risk control, and strives to reduce investment risks while maintaining income.
The investment scope of Guolian 'an Small-cap Fund mainly includes small-cap stocks in the A-share market, which can be invested in the stocks of companies in Shanghai-Hong Kong Stock Connect, Shenzhen-Hong Kong Stock Connect and CDR markets that meet the fund investment strategy. The Fund does not invest in high-risk stocks in markets such as st, *ST shares, new shares, Growth Enterprise Market and science and technology innovation board.
Investment suggestion of Guolian small-cap fund The investment style of Guolian small-cap fund is biased towards value investment, focusing on long-term holding and risk control, which is suitable for long-term investors. In view of the excellent performance of the fund, it is suggested that investors can take it as a part of asset allocation and carry out appropriate risk control. At the same time, we also need to pay attention to the influence of market fluctuation on the fund's net value and avoid blindly following the trend or excessive trading.