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Is it worth buying a new fund to analyze the explosion?
Is it worth buying a new fund to analyze the explosion?

On 202 1, the issuance of Public Offering of Fund continued the hot situation at the end of last year. What's more, many funds were sold out on the same day. So, why are emerging markets so hot and worth buying? Bian Xiao organized the explosion of the new fund here. Is it worth buying for your reference? I hope everyone will gain something in the reading process!

Why are explosions frequent?

1, headed by well-known fund managers.

The outstanding performance of fund managers in the past is the same feature of these funds that broke out at the beginning of the year.

The fund managers of Guangfa Xingcheng are Sun Di and Zheng Chengran, who are the leading fund managers of high-end manufacturing in Guangfa in 2020. From the resume, although Zheng Chengran has been a fund manager for less than one year and Sun Di has been a fund manager for three years, the time is not too long, but the 2020 yield of Guangfa High-end Manufacturing jointly managed by them is 1.34%, ranking second among ordinary equity funds. In addition, since 20 19, the equity investment of Guangfa Fund has continued to shine brilliantly, which may become an important factor for the fund to attract investors.

Dong Yang, the manager of Rich Country Balanced Optimization Fund, has been managing Public Offering of Fund for more than 5 years with excellent management performance. According to the data, he began to manage the low-carbon new economy of rich countries from 20 15 12 18, and the annualized income exceeded 28%. He began to manage the clean energy industry in rich countries in 2020, and the return rate reached about 100% in less than one year.

Yu Guang, the core attraction fund manager of Jing Shun Great Wall, is a veteran fund manager. He managed Public Offering of Fund for more than 10 years, and the core competitiveness of Jing Shun Great Wall he managed won the equity fund championship in 20 13 years. The funds he has managed for more than five years, such as the core competitiveness of Jing Shun Great Wall and the blue chips selected by Jing Shun Great Wall, have annualized returns of more than 20%. This may also be an important reason why the subscription amount of the core scenic spots of Jingshun Great Wall exceeds 20 billion yuan a day.

In this bank, Yin Hua Xinjia Fund Manager is Li Xiaoxing, Qianhai Open Source Quality Enterprise Fund Manager is Quyang, Xingquan Hexing Fund Manager is joy chen, Guo Fu Fund Wang Yuanyuan and other fund managers have excellent historical performance.

It is worth mentioning that in the future, many funds managed by well-known and excellent fund managers will start to be issued. For example, ICBC Credit Suisse Bank Yuanfeng headed by Fiona Fang, Jing Shun Great Wall Industry Trend headed by Zhan Cheng, and China Merchants Xinghe Optimization headed by Fu Bin will be issued one after another. It can be expected that the new fund issuance market will continue to be hot.

The market capacity has increased.

The emergence of explosions is inseparable from the boost of market conditions. According to industry insiders, many new funds were snapped up in one day, which is closely related to the high market sentiment and the increase in A-share trading volume at the beginning of the year, which led to the enthusiasm of the people to borrow funds to enter the market.

For the intensive issuance of new funds in June 5438+10, on the one hand, the very beautiful profit effect of fund public offering last year attracted everyone's attention, and the fund companies actively laid out the situation; On the other hand, it is also because everyone is relatively optimistic about the performance of the market outlook.

Fund industry insiders analyzed that fund companies intensively laid out new products in the first month of the new year in order to seize the opportunity in the new round of distribution war.

Can a star fund manager with outstanding performance in 2020, 202 1 continue to buy funds? Judging from the overall valuation of the whole market, it is currently at an overall reasonable level. In the future, with the development of China's registration system and some institutional reforms of the exchange, judging from the performance of China's economic development after the epidemic control, there is still a lot of room in the future market.

"However, it is hard to say whether the style of 202 1 market can continue. The performance of star fund managers represents the past and investment needs to be forward-looking. Before making a decision, investors should understand their risk tolerance and investment period, and at the same time have a full understanding of the funds they invest in and their fund managers, so they still need to enter the market cautiously. " Fund industry insiders pointed out.

3. Hot topics contribute to explosions

In addition, popular theme funds are often prone to explosions.

For example, new energy vehicles, consumption, semiconductors, 5G, chips and so on. This part of the hot topic, because of the support of national policies, has been widely publicized at the same time, and investors are familiar with the concept and easy to perceive, so everyone's acceptance is relatively high, which leads to the related funds being easily recognized by investors.

Therefore, the emergence of explosions more reflects the market sentiment. Whenever the market rises, people's willingness to buy funds is generally strong, coupled with the superposition of the star effect of some fund managers and the promotion of sales channels, explosions often occur.

Is the explosion worth buying?

For investors, is the higher the subscription amount, the more worth buying?

That's not the answer. Mainly from several angles: whether the risk characteristics of the fund meet the risk tolerance of investors; Whether the overall investment and research level of fund managers and fund companies is ahead of the market average; Whether the funds managed by the fund manager in the past are integrated with knowledge and action, and there is no style drift; Whether the current market and industry valuation level is at a low level.

Investors should do their homework when choosing explosions, and don't follow suit. It is suggested to consider several aspects:

1. Is the current market suitable for buying new funds?

Many people buy new funds to avoid stepping into the bull market. But they neglected one thing: the new fund has a opening period.

The scale of financing ranges from billions to tens of billions. After the fund raising period, the fund manager will definitely not use so much money to complete the opening of the position at one time, and needs to allocate assets in batches. The whole process takes about 3 months, and the speed varies from person to person.

If you buy a new fund in the skyrocketing, because the layout of the new fund has not been completed, all the money you buy a new fund at this time will not be invested in the stock market, and it is likely that the bull market has ended after the opening of the position.

But if you buy an old fund, the money means that Man Cang will enter the stock market, so in a bull market, you should give priority to the old fund.

In a bear market or a volatile market, some old funds are difficult to make adjustments because of their heavy positions. New funds can go into battle lightly, buy stocks at low cost and obtain higher returns. At this time, you can consider buying a new fund.

After the establishment of the new fund, there will be a period of closure, usually 1~2 months, usually no more than 3 months. During the closed period, the Fund cannot purchase and redeem. If you want to buy a new fund during the fundraising period, you must get the money that you can't use up within 3 months.

Otherwise, buy the old fund, or wait for the new fund to pass the closed period, and then buy it after opening the subscription, and the handling fee is lower.

The subscription rate of the new fund during the issuance period is between 1%- 1.5%. If it is issued in a bull market and there are many people robbing it, there will generally be no rate concessions.

After the open subscription and redemption, although the subscription rate is also between 1%- 1.5%, most foundations sold on the platform have discounts, which can be 10% off, that is, 0. 1%-0. 15%.

Judging from historical data, the performance of explosions is generally not very bad, but if they are established at a high market level, the probability of losses is high.

2. The investment value of the fund.

In addition, the new fund can't be bought if you want to buy it. The more popular the new fund is, the more likely it is to be oversubscribed, which will trigger proportional placement.

That is to say, if the allocation ratio of the fund is 20%, then you can only buy 200 yuan with 1000 yuan, and the rest will be returned to you. However, the subscription fee is not refundable.

A friend said that the net value of the new fund is cheap, only 1 yuan each, which is much cheaper than the old funds in 0.5 yuan, 2 yuan and 3 yuan.

They think that the price of 1 yuan fund is low and there is a big room for growth. In fact, this kind of thinking logic is wrong.

The net value represents the current "price" and has little to do with the future increase. There is no such thing as how much the low price will increase.

Whether you buy a new fund or an old fund, you can't judge the future income of the fund by looking at the net value, but depends on the investment value of the fund, including the investment field and investment strategy of the fund.

The impact of a good investment field on investment return is obvious. For example, consumption and medicine are very good fields, with frequent bull stocks and outstanding long-term returns, not only in China, but also in the world, so the overall performance of related funds is obviously better than the average level of the whole fund industry.

3. Is the fund manager reliable?

The new fund is like a blank sheet of paper. There is no historical performance to refer to, and investors get little information from it.

Therefore, the investment value of the new fund is directly linked to the investment ability of the fund manager. Small partners who want to buy new funds can pay attention to the historical performance of other funds managed by fund managers.

Every fund manager has his own investment style, and most of the funds he manages have similarities. If there is no restriction on the main investment direction of the same type of fund, even the positions are not much different.

Explosions sell well for a reason. There is often an excellent fund manager behind it. At this time, everyone can copy their homework and buy other funds managed by this fund manager.

Fund investment veterans can also choose fund managers and fund companies that they have recognized and trusted in the past.

Fund investment is long-term, whether it is a new fund or an old fund, it is not wrong to choose an excellent fund manager to manage it.

Finally, for explosive funds, it is not recommended to take "everyone is buying" as their own purchase reference, or to make the most appropriate decision based on their own risk preferences, real investment needs and investment objectives.

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