Judging from the cumulative income, Jiashi Taihe achieved 903.60% income from the establishment of 1999 in April to 20 14 in March 7. In the same period, the Shanghai Composite Index only rose by 7 1.26%, surpassing the Shanghai Composite Index by 832.34%, with rich excess returns. Compared with the funds established in the same period, the fund Taihe has outstanding performance. Compared with the income of 65,438+03 letters of the same age of Jiashi Taihe from 2000 to March 7, 2065, the fund Taihe ranked first among comparable funds with the income of 8,365,438+0.85%. From the perspective of annualized income, the annualized income of the fund Taihe has reached 16.7 1% since its establishment, far exceeding the inflation level and the investment yield of bank deposits and bonds, thus realizing the real asset preservation and appreciation for investors.
In terms of short-term performance, the performance of the fund Taihe is also outstanding. Recently 1 year (25.67%), the last three years (22.53%) and the last five years (104.9%) ranked first among similar funds, and continuously surpassed the Shanghai Composite Index. Judging from the single-year performance, the probability of fund Taihe outperforming the Shanghai Composite Index and the average level of actively managed stocks and hybrid funds is 78.57% since its establishment, indicating that the probability of fund Taihe outperforming the average level of the market and similar funds is close to 80%, showing good performance stability and sustainability.
At present, Zhang Tao is in charge of Jiashi Taihe, and also manages Jiashi research selection and Jiashi strategic growth. According to the statistics of Haitong Securities, as of March 7, 20 14, the performance of these three funds during their management in Zhang Tao was in the top 20% of similar funds.
At present, Jiashi Taihe has been transformed into Jiashi Taihe hybrid fund, which is currently in the process of centralized subscription. After the closure, Zhang Tao will continue to take the helm. Can the income legend continue in the future? In Haitong Securities' view, the style and characteristics of the fund manager itself are sustainable, so the analysis of the fund manager is helpful for investors to predict the style and characteristics of the fund Taihe after its closure.
Finally, Haitong Securities reminds investors that Jiashi Taihe after the transformation is a hybrid fund, and investors can seize the current centralized subscription opportunity to settle in according to their own risk-return preferences.