Last week, the fuse mechanism was suspended for four days. During this period, with the sharp fluctuation of exchange rate, the stock market experienced another huge correction. The insiders believe that although the fuse mechanism has been suspended, there is still the possibility of continuing to adjust the stock market, but the fund market can invest. The following small series will talk about which funds can be invested.
In May, the structural investment opportunities in the A-share market mainly fell in the theme industry of big health care. It is reported that cathay pacific fund's Guotai Health Theme Stock Base has recently landed in China Construction Bank (60 1939) and other banking channels. Investors can subscribe through the sales platforms such as China Construction Bank and the official direct selling platform in cathay pacific fund.
According to public information, Yang Fei, the post-80s fund manager, will take the helm of Cathay Health. As the annual dark horse fund manager, several products managed by Yang Fei have achieved good results. Wind data shows that the valuation advantage of Cathay Pacific managed by Yang Fei rose by 104.32% throughout the year, ranking seventh among all 735 similar funds.
Since the second half of last year, the stock market has fluctuated violently, and the ability to timely adjust positions and seize the rebound has become the focus of Public Offering of Fund's contest. From mid-June to early September, 2008, the Shanghai Composite Index fell by more than 37%, hitting the lowest point of the year (2,850 points) on August 26th. After that, it began to rebound, and Public Offering of Fund immediately launched a round of rebound war. The performance of small-cap Cathay Pacific managed by Yang Fei is outstanding: according to the data of straight flush (300033, stock bar), during the 33 trading days from August 26th to June 5438+ 10/6, the income of small-cap Cathay Pacific rose by 27.80 percentage points, ranking third among 3,223 open-end funds in the whole market.
Among the young fund managers in the market, it is rare for Yang Fei to advocate the concept of value investment and achieve good results. In the view of the dark horse fund manager of the year, 2008 will be the first year of investment in the big health industry, and the decline in the beginning of the year just provides an opportunity for him to build a high-quality listed company in related industries in the future.