Core value stocks of ICBC: tend to invest in medium-sized consumer stocks with growth. According to the position report published in 2009, the holdings are mainly concentrated in the fields of agriculture, electricity, electronic machinery and consumption.

Its characteristic is that when the overall market trend is good, it will bring greater benefits, but when the market is bad, it cannot effectively resist risks. As the current small and medium-sized stock market continues to rise for a long time, the current gains are very objective and the future sustainability is in doubt. At the same time, the relative valuation of the stocks selected by the Fund is already high, so we need to be alert to the risks brought by the market downturn.

Huaan Manulife: Investment Style: Growth: Contractual Open Subscription Rate Limit: 1.5% Redemption Rate Limit: 0.5% Status: Open Redemption.

Fund manager: Shang Zhimin Fund manager: Huaan Fund Management Co., Ltd. Huaan Manulife Fund (040005) 10 Stock code before holding positions.

Judging from the list, the fund's performance is in the middle level of the industry, with banks and insurance as the main configurations, which is suitable for the big blue-chip market dominated by index futures.

Personally, I think these two stocks are basically the same, but judging from the national policy this year, the core of ICBC should be slightly better.