hua an fund management co.,ltd

Huaan Fund Management Co., Ltd. is one of the top ten fund management companies with high reputation in the domestic market. The company was established on June 4, 1998 with a registered capital of150 million yuan. The company has five shareholders, all of whom hold 20% of the shares. The equal ownership structure of all shareholders is conducive to the stable operation of the company. Huaan's * * * manages three closed-end securities investment funds and six open-end funds, 1 ETF and 1 foreign currency funds.

The returns of its equity funds and allocation funds in the first four months basically exceeded the average level, and its China Anhongli, Huaan China A-share and Huaan 180ETF performed outstandingly. Huaan Manulife did not participate in our rating because it was established less than one year ago. Other funds have received three-star rating or above, among which Huaan China and Huaan 180ETF have received five-star rating.

Huaan China A shares and Huaan 180ETF are index funds. Since late August last year, index funds have performed well.

Huaxia fund management co., ltd

Huaxia Fund Management Co., Ltd. was established on April 9, 1998 with a registered capital of1380,000 yuan. Huaxia's * * * manages four closed-end funds, 1 1 open-end funds, as well as the investment portfolio of Huaxia Sub-fund of Asian Bond Fund Phase II and National Social Security Fund. It is the largest fund management company in China and one of the largest fund management companies with assets under management.

Its star fund Huaxia market ranked first in yield this year, and Huaxia small and medium-sized board ETF and configuration fund Huaxia dividend also performed well.

In the report of the third and fourth quarters of last year, the funds of Huaxia Fund Company believed that most of the hot stocks favored by institutional investors at that time had risen to a reasonable valuation level. In order to obtain excess returns in the future, we need to find companies with both incremental asset injection ability and exogenous growth characteristics, as well as high-quality growth stocks in small and medium-sized stocks. Therefore, in the first quarter, it paid attention to the investment in small and medium-sized companies, especially those that have the ability to inject excellent assets, and achieved extremely high excess returns.

Yifangda fund management co., ltd

E Fund Management Co., Ltd. was established on April 7, 2006 with a registered capital of 654.38+200 million yuan. Manage 12 open-end funds and 4 closed-end funds.

Among its 7 partial stock funds, 4 have higher-than-average returns. The return rate of E Fund 100ETF ranks in the top ten, and E Fund's value selection has also brought good returns to investors.

The fund's excess return mainly comes from April. Grasp the evolution characteristics of this bull market, grasp the sectors and stocks whose performance exceeds expectations and the valuation still has room for improvement, grasp the general trend and background of asset injection and overall listing, and allocate high-quality blue-chip companies with clear possibilities of asset injection and overall listing. In terms of industry investment, we have invested in brokerage stocks, cyclical industry stocks such as steel and chemicals, and public utility stocks such as electric power, railways and highways with low valuation and clear expectation of asset injection.

The above three fund companies were established earlier, and the total scale of funds under management is relatively large. When some large fund companies performed poorly in 2007, they were able to continue their performance last year, which showed their excellent investment ability.

The following fund companies that have performed well this year are small-scale and established late, outlining the rise of upstarts in the first four months of this year:

Industrial fund management co., ltd

Industrial Fund Management Co., Ltd. was established on September 30, 2003 with a registered capital of 98 million yuan. The company manages four open-end funds.

Its fund's return is much higher than the average, and its overall performance is excellent.

The yield of the company's funds is relatively stable. In the first four months, position adjustment and structural transformation were carried out in a timely and appropriate manner, and some short-term overvalued varieties were sold. At the same time, we will speed up structural optimization in the midst of market shocks and further concentrate on varieties with reliable fundamentals and reasonable prices.

Jutian fund management company

Jutian Fund Management Co., Ltd. was established on March 3, 2003 with a registered capital of 654.38 billion yuan. The company manages three open-end funds.

The income of its two partial stock funds in the first four months is in the top ten.

In the general lightening of partial stock funds in the first quarter, the overall position of Jutian's funds increased significantly, fully sharing the benefits brought by the unilateral rise of the broader market. In addition, its funds also invested in the brokerage sector and some futures companies, which is the source of its excess returns.

Dongfang fund management co., ltd

Oriental Fund Management Co., Ltd. was established in June 2004 1 1, with a registered capital of 1 billion yuan, and manages three open-end funds.

Its Oriental Select Hybrid Fund ranks second among configuration funds.

It mainly invests in industries with valuation advantages and obvious performance growth such as steel and electric power, and also allocates aviation and machinery industries, and also pays attention to overall listing and asset injection.

Changxin fund management co., ltd

Changxin Fund Management Co., Ltd. was established on April 28, 2003 with a registered capital of 654.38 billion yuan. At present, the shareholding structure is: changjiang securities Limited Liability Company accounts for 49%, Shanghai Haixin Group Co., Ltd. accounts for 34.33%, and Wuhan Iron and Steel Co., Ltd. accounts for 16.67%. It manages 4 open-end funds.

Its partial stock funds are above average.

Its funds focus on investing in the big consumption areas (commercial retail, food and beverage, media, hotels, tourism) and big finance (banks, securities, insurance) under the theme of globalization, machinery and equipment under the strategy of strengthening the country, and asset integration.

Zhong You Venture Fund Management Co., Ltd.

China Post Venture Fund Management Co., Ltd. was established on May 8, 2006 with a registered capital of 65,438+billion yuan, which was jointly funded by Capital Securities Co., Ltd., State Post Bureau, Beijing Changan Investment Co., Ltd. and Zhongtai Credit Guarantee Co., Ltd. The company manages an open-end fund: China Post Core Preferred Fund.

Its China Post Core Optimization Fund ranked second in the first four months.

As the first product of the new fund company, China Post Core Optimization Fund has adopted a steady investment strategy. The construction of portfolio and the selection of individual stocks are dominated by large-cap blue-chip stocks, with low downside risk and good performance support, especially the leader of the Shanghai and Shenzhen 300 industries. Its industry investment is concentrated in steel, banking securities and equipment manufacturing.