After the big holiday, with the rebound of A-shares, the attention of friends around reporters to equity funds is also quietly heating up. How to choose a fund at this time? The insiders gave an alternative idea-a self-purchased fund that was seriously quilted!
The "giants" lost a lot in their own purchases.
Remember what Public Offering of Fund did after he shouted the slogan "Protect the country"? 84 fund companies spent 2.687 billion yuan to buy their own funds, which attracted great attention from the market. At this time, it has been three months since the "battle". Is the real money direction of the fund company right? Who has a better eye?
Judging from the investment amount, Tian Hong Fund, the largest public offering management company, had previously topped the list of self-purchases with an investment amount of 654.38+0.6 billion yuan. The reporter of China Business Daily noticed that as of the end of September, according to the data of Oriental Fortune Choice, the net value of five funds subscribed by it, including Tian Hong Cycle Strategy, Tian Hong CSI 300 and Tian Hong CSI Medicine 100, all fell by more than 2 1% in the past three months, and only Tian Hong Cycle Strategy rose by 4.037% in the past month.
Previously, Huaxia, Huitianfu and southern fund all purchased 654.38 billion yuan, ranking among the top fund companies. The Southern Medical Insurance Fund selected by southern fund has a small decline of 4.47% in the past three months, while the other five self-purchased funds, such as China Dream and Southern 300 Link, have all dropped more than the average level of their kind.
Huaxia Medical Health Mix selected by Huaxia Fund has performed well in the past week, with an increase not only exceeding the average level of its kind, but also exceeding 2%. In the past three months, except for Huaxia SSE 50ETF connection and Huaxia Medical Health, the net growth rate of other companies such as Huaxia Shen Hu 300 and Huaxia Xinghua hardly exceeded the average level of the same kind, and their performance in the past month was relatively dull.
Huitianfu Fund's state-owned enterprises, which are mainly self-purchased, have grown innovatively, but they have failed to make profits in recent months. Although the increase in the past week was 0.79%, it has been behind the average level of peers in recent months.
In addition, several large fund companies, such as Yin Hua, Dacheng and Xingye Global, had previously spent 90 million yuan, 80 million yuan and 70 million yuan to buy their own products, but their subscribed fund products did not perform well.
Baoying, Guo Fu, ICBC Credit Suisse and other fund companies 13, with a total investment of 50 million yuan. Except for the graded performance of CITIC Construction Investment Bank in Wells Fargo, which was selected by Wells Fargo Fund, the performance of other funds was flat in the past three months.
Three notes on bargain-hunting and self-purchasing funds
After reading the above comparison, you may be interested in the self-purchased varieties of small fund companies, so what should you do at this time?
Insiders pointed out that the products purchased by fund companies must be confident products, and the future opportunities are comprehensively considered when choosing. Therefore, it will be biased to judge only from the performance of three months.
As for the quilt cover purchased by bargain-hunting fund companies, the insiders also gave three suggestions: First, it is necessary to comprehensively allocate, and we cannot "gamble" index funds or growth funds, because there are still many uncertainties in the future market trend, and comprehensive allocation can effectively spread risks;
Secondly, choose a fund with a larger quilt after self-purchase, because the fund company is most familiar with the style and transaction of its products and dares to make moves, which shows that it has strong confidence, so the risk of choosing such a fund is less;
Finally, don't do it overnight, especially avoid chasing up and buying. You can consider gradually adding positions by fixed investment, which can reduce the purchase cost.
Small and medium-sized funds are eye-catching
Compared with the general performance of "giants", the performance of some small fund companies is quite bright. For example, the subscription amounts of China Life Insurance Fund and Shanghai Bank Fund are both 50 million yuan, and the emerging value growth fund of Shanghai Bank subscribed by the latter has performed well in the past month, with a net increase of 1. 15%.
In addition, Xincheng New Opportunity, China-Canada Reform Dividend Mix, Cinda Aussie New Energy, etc. , the decline in the past three months is small, and it also belongs to the products of small-scale fund companies. During the same period, when the market fluctuated downward, these funds showed good risk control ability. Other smaller companies, such as Fuanda Fund, performed well in the past month, with an increase of 5.92%.
It can be seen that in the market fluctuation, the funds purchased by large fund companies may not be able to show better fund management and exchange positions and shares. And some small-scale fund companies are not without sufficient strength.