2. Positive return for six consecutive years: By the end of the third quarter of 20 18, the product yield in the first three quarters of this year was 10.5%, ranking first among similar funds 1%. The performance ranking 1% in the past year and three years is in the forefront of the same category, and the performance in the past five years ranks first in the market, with excellent long-term performance. At the same time, since 20 13, the fund has achieved positive returns in every natural year.
1. Top-down evaluation, and bottom-up mining of advantageous industries with high-quality stocks. In the process of asset allocation, fund managers believe that different industries often have macroeconomic cycles, industry life cycles and related structures, and their performances are obviously different in different periods. Through the average growth rate of the industry and the comprehensive evaluation, prediction and valuation of the industry, the Fund selects the advantageous industry portfolio and dynamically grasps the investment opportunities in the industry.
2. Adhere to the growth style and moderately concentrated equity: Since its establishment, the Fund has maintained small and medium-sized entrepreneurs and TMT, adhered to the distribution of its own investment capability circle, and has not turned to the white horse in the consumption field because of the market style. At the same time, the Fund dares to rank high-quality targets and high positions through in-depth research on heavy stock positions, and its overall investment performance is excellent.
3. The fund manager is good at exploring growth goals and has excellent investment performance: He Shuai, the current fund manager, has three years of experience as an investment manager. Under his management, these three funds mainly invest in growth targets, and their returns are all 1% before the same period. The overall investment performance is excellent, indicating that fund managers in growth industries have a good grasp.
4. Bank of Communications is among the best in advantageous industries. He Shuai summed himself up as "cautious and steady": when choosing goals, the most important thing is the certainty of company value promotion. Even if the stock doesn't necessarily go up a lot, in the short term, if its price is moderate and its performance is expected to increase with certainty, it will buy more; If the company grows rapidly, but there are certain risks, it will buy less or even avoid it. Bokang Advantage Industry Fund is the representative of his personal investment style.