Introduction is a fund with the theme of consumer industry issued by Guangfa Fund Management Co., Ltd., which was established on June 29, 2008+2065438. The fund manager is Yang Xiaokang. As of July 23rd, 20021year, the scale of this fund was 823 1 100 million yuan. The investment target of the fund is long-term capital appreciation, with large consumption sectors as the main investment areas, including high-quality companies in food and beverage, household appliances, medicine, clothing, shoes and hats.
The investment strategy is active management, and fund managers will adjust their positions in time according to market changes to obtain better returns. The investment style of the Fund is growth investment, focusing on the growth enterprises in the consumption field. At the same time, the Fund pays attention to value investment and enterprises with good fundamentals and valuation advantages. In addition to investing in the consumer sector of the A-share market, the Fund will also appropriately allocate relevant consumer enterprises in Hong Kong stocks, the New Third Board and other markets.
Since its establishment, our performance has been at a good level. As of July 23, 2002 1, the annualized rate of return of the fund since its establishment was 23.33%, ranking1relative to the performance of similar funds. In 2020, the annual rate of return of the fund will be 565,438+0.38%, ranking 65,438+0 relative to the performance of similar funds. The performance of the fund has been widely recognized by the market and trusted by investors.
People who are suitable for investment are suitable for long-term investors. Since the investment field of the Fund is the consumer sector, investors should also pay attention to the market changes and related policy changes of the consumer sector, as well as factors such as valuation level and company fundamentals. Investors should have certain risk awareness and risk tolerance to cope with the risks brought by market fluctuations. Investors should also allocate the investment proportion reasonably according to their own risk preferences and investment objectives.