Everyone has his own understanding of how Hua 'an Anxin's consumer services are mixed. Xiaobian here today makes a brief summary for everyone. I hope everyone can gain something. It is Xiaobian's happiest thing to help those in need. Friends who like it can collect this site.
Hua' an Anxin's consumer service mix-focusing on consumption upgrading
In recent years, with the rapid development of China's economy, the trend of consumption upgrading has become more and more obvious. In this context, Hua 'an Anxin consumer service mix came into being and became a fund that attracted much attention in the market. This paper will analyze this fund from five aspects to help readers understand it better.
I. Overview of the Fund
Huaan Anxin Consumer Service Hybrid is a stock fund, which was established on June 28, 216. By the end of October 221, the net value of the fund was 4.979 yuan, and the annualized rate of return since its establishment was 14.51%. The investment goal of the fund is to focus on consumption upgrading, pay attention to high-quality companies in the consumption field, and pursue long-term stable capital appreciation.
II. Investment Strategy
Huaan Anxin Consumer Service Mix mainly invests in the consumer service industry in mainland China, including but not limited to food and beverage, household appliances, medical care, tourist hotels, cultural media and other fields. Fund managers will choose companies with growth, competitiveness and investment value to invest according to the macroeconomic situation, industry trends and enterprise fundamentals, and at the same time, pay attention to risk control and control the investment ratio of individual stocks and industries.
III. Portfolio
As of September 3, 221, the top ten awkward stocks in Huaan Anxin's consumer service mix include Midea Group, Hikvision, Wuliangye, Haitian Weiye, Yanghe, Industrial Bank, China Construction, China Merchants Bank, Three Squirrels and Gree Electric. From the perspective of industry distribution, household appliances, food and beverage, banking, medicine and biology, computers and other industries occupy important positions of the fund.
iv. Performance
Since its establishment, Huaan Anxin Consumer Service Mix has maintained a relatively stable performance. By the end of October 221, the cumulative net growth rate of the fund was 79.79%, ranking first among similar funds in the same period. At the same time, the fund has also obtained a high rating. For example, in the first half of 221, the fund obtained a five-star rating from Tianhong Fund.
V. Risk Tips
Investment funds are risky, and Hua 'an Anxin's consumer service mix is no exception. Investors should pay attention to the following risks:
1. Market risk: the stock market fluctuates greatly, so investors need to bear the risk of price fluctuation.
2. Industry risks: There are certain industry risks in the consumer service industry, so investors need to pay attention to industry changes and policy risks.
3. Investment strategy risk: There may be mistakes in the investment decision of the fund manager, resulting in investment losses.
Hua' an Anxin Consumer Service Mix is a fund focusing on consumption upgrading, which has certain investment value. However, investors need to fully understand the fund's investment strategy, investment portfolio and risk warning, and do a good job in risk control in order to better grasp investment opportunities.