E Fund's competitive advantage enterprises once again set a new record for fund subscription. According to sources, the subscription amount of the fund has exceeded 654.38+05 billion yuan, breaking the subscription record set by Penghua's ingenious selection.
In addition to the explosive public offering, there are also explosive private placement products that have attracted much attention. The subscription quota of 6 1200 was robbed in a few seconds.
Fund managers with good performance in the past continue to attract gold. Next, in the two weeks from June 65438+1October 18 to the end of June 65438+1October, 68 new funds were issued in the whole market.
The subscription scale of E Fund's competitive advantage enterprises exceeds 100 billion
The hot market of the new fund issuance market continues. On the morning of June 65438+1October 18, the circle of friends of Zhongzhengjun was screened by the publicity issued by the new fund.
According to Wind's statistics, as many as 2 1 new funds were issued on the day of 65438+ 10/8, and 82 new funds were being issued that day.
In terms of new funds, a number of head companies compete on the same stage, such as "Guangzhou Shuangxiong" E Fund and Guangfa Fund, all of which have sent their own excellent fund managers to lead the new funds. On June 5438+1October 18, E Fund began to issue competitive advantage enterprises of E Fund, with Feng Bo, vice president and general manager of research department, as the fund manager; On the same day, Guangfa Fund began to issue a selection of Guangfa Growth managed by excellent fund manager Qiu Jingmin. The income of Guangfa New Economy A, which he manages, doubled last year, with a yield of 104.98%.
65438+ 10/month 18 The issuance of new funds was fruitful. E Fund's competitive advantage enterprises have only been on sale for one day, and the subscription scale has exceeded 654.38+050 billion yuan, setting a new high in the subscription scale of new funds during the year.
65438+1 October 18 to the end of June1,68 new funds were issued in the whole market, and many fund companies such as southern fund, Bosera Fund and Huitianfu Fund will issue new funds next.
Explosive private equity product "second light"
Explosive private equity funds have also appeared frequently.
Following the sale of new products by private equity tycoon Yang Dongning last week, the three-year closed products of Shanghai Shifeng Assets began to be issued today. As early as last weekend, some channel people revealed to Zheng that the product will become an explosion with great probability.
Zheng learned that CITIC Securities 18 went on sale at 9: 30 a.m., and there were six numbers *** 1200, but the places were robbed in just three seconds. According to relevant sources, there are still many customers who have not grabbed it. At present, the total subscription scale is still under further accounting.
Relevant persons said that the emergence of explosions is not unrelated to the strong sales ability of channels, but Shi Feng's outstanding performance last year is also an important factor. Its Gemini has two private investment managers, namely Cui Hongjian and Samuel Kwok. According to the data on the grid, in 2020, in the performance ranking of private fund managers exceeding10 billion, Shi Feng's assets are among the best.
The return on investment of 202 1 will return to normal.
Looking ahead to the market outlook, Feng Bo said that from the economic data of May 438+February last year, China's economy basically returned to normal, consumption and investment returned to normal levels, and exports continued to exceed expectations in the past few months. Judging from the "troika" of economic growth, the economic growth forecast of 202 1 is optimistic.
Feng Bo is relatively cautious about the market. In his view, the market has risen sharply and the valuation level has risen, which means that the future rate of return will decline. "The return on investment of the whole market will return to a relatively normal state at 202 1. The high rate of return in the past two years is a special phenomenon and does not constitute a long-term trend. " Feng Bo said.
Feng Bo emphasized that with the passage of time, A shares will show two obvious characteristics when they move towards mature markets, one is certainty premium and the other is liquidity premium. Based on mature markets, the structural differentiation of A shares will be further intensified in the next 2-3 years. In terms of investment direction and industry, it must be consistent with the changes in economic structure, such as TMT, medical care, consumption, high-end manufacturing and so on. The growth rate of these industries is much higher than the GDP growth rate for a long time, and it is also an area with great investment opportunities in the future.
Shifeng Assets believes that the market of 202 1 is still full of structural opportunities. Although the valuation of many excellent companies is in a relatively high position, the performance growth of the A-share market is still expected to be above 10%. Therefore, the deterministic growth of performance will become the core factor of 202 1 investment.
Fan welfare:
The three indexes of A-shares fluctuated at a high level, and blue-chip stocks in the group differentiated. Under the restless market in spring, what other value depressions remain to be tapped?
65438+ 10 19 At 7: 30 pm on Tuesday, Bao Jigang, Chairman of Wukong Investment, and Chen Li, Chief Economist and Director of the Research Institute of Chuancai Securities, will visit china securities journal's "Golden Bull is Coming", focusing on "Which sectors of the spring market are still in low valuation?" Theme, answer your questions online.
What are you waiting for? Enter Tik Tok, Aauto Quicker and china securities journal Live Room to listen to the unique tips of 202 1 Spring Investment shared by Cafe Coffee.