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Fund withdrawal statistics in 2020
Another fund manager apologized for the poor performance.

"We tried our best to control the retracement, but the whole core growth assets fluctuated greatly as expected, and the whole fund retreated greatly. We are deeply sorry." On the evening of March 25th, Gui Kai, the star fund manager of harvest fund, posted a message on the online platform, expressing "deep regret" that the market decline after the Spring Festival led to the massive withdrawal of the fund's net value.

Gui Kai said in the article: "We have always been based on the long-term, and the shorter things are not particularly clear, including many companies holding positions from a longer-term perspective, so we are still very confident in lengthening the dimension."

For controlling the retracement, Gui Kai thinks that finding the best company, in most cases, does not rule out the situation that the core growth assets just mentioned were killed. Generally, there are still many cases in which excellent companies exceed expectations, so in most cases, the risk of withdrawal of excellent companies is relatively small.

Gui Kai said that in the growth assets, the allocation is not inclined to a certain industry, so I hope to broaden the capability circle of growth assets, such as the long-term space assets of many core growth sectors such as technology, consumption, medicine and advanced manufacturing, which are relatively balanced and relatively balanced to some extent. I hope to use this strategy to control the retreat.

In addition, at the same time, Gui Kai also published three other short articles, expounding his own views on how to make money for investors, the phenomenon of fund group, personal investment style and so on.

"The' fund group' is one result. The reason behind the group is that the company's business model, competitive advantage and industrial trend have been recognized by most people in the market, so everyone will continue to choose the result of buying behavior in some good companies and good stocks. " Gui Kai said that the phenomenon of "capital accumulation" is not a bad thing, and there may still be some investment opportunities after structural differentiation.

According to public information, Gui Kai is a graduate student. He used to be a researcher and investment manager of Guodu Securities Research Institute. 2065438+Joined harvest fund in May 2004, and served as investment manager of institutional investment department and fund manager of stock investment department. He is currently the investment director of Harvest Growth Investment Strategy Group.

Wind data shows that Guikai currently manages 9 fund products (Harvest's core growth A/C share is calculated separately), with a total scale of 57 1 100 million yuan. However, after the Spring Festival, many products withdrew more than 20%, among which Harvest Vision Select has the highest two-year holding period, Harvest Rui and Two-year holding period, all exceeding 22%; Harvest Emerging Industries, Harvest Taihe, Harvest Core Growth A/C and Harvest Leading Growth Retreat also exceeded 20%.

In terms of heavy stocks, according to the statistics of Tian Tian Fund Network, by the end of 2020, the top three heavy stocks of Guikai Cash Fund were Mindray Medical (300760), Guanglianda (0024 10) and National Porcelain Materials (300285), with market values of 3.8 billion yuan, 3.6 billion yuan and 3.4 billion yuan respectively.

In fact, this is not the first time that a fund manager has publicly apologized this year.

After the Lunar New Year, the A-share market fluctuated greatly, and the core asset stocks with heavy institutional positions suffered heavy losses. The net value of many heavy-duty funds in this style of stocks dropped sharply.

"We are deeply disturbed" and "I hope you can give us some time" ... On the night of March 4th, Huian Fund issued a 740-word "Apologize Letter" due to the sharp decrease in the net value of the new fund.

The letter of apology said: "Based on the judgment of long-term track optimism and short-term liquidity, the investment layout has been firmly carried out. However, during the Spring Festival, the price of resource products rose, which led to an increase in inflation expectations, a spread of panic, a sudden increase in market volatility, and a big retreat in net worth. "

Hui 'an Fund said that although the fund withdrew sharply, it still firmly believed that many long-term tracks and assets had fallen out of good prices and begged investors to give more time.

The net value of the fund dropped from the initial 1 yuan to 0.8244 yuan, and the Huian balanced advantage hybrid fund only took 12 trading days.

In the letter of apology, Huian Fund also reiterated that long-term tracks and assets such as new energy, photovoltaics and military industry have begun to fall out of good prices under the violent market fluctuations. Adhere to the long-term, adhere to the long-term track drift, firmly hold the heavy position in China, and beg you to give more time.

Proofreading: Liu Wei