2. Harvest CSI 300LOF tracks the CSI 300 Index, covering large and medium-sized stocks in the Shanghai and Shenzhen stock markets (stock index futures targets). In my opinion, it is the best fund to track the CSI 300 index in the market at present, with the largest scale and the smallest tracking error. The management fee of 0.5% and the custody fee of 0. 1% are the lowest in the industry (the same as Huaxia CSI 300), which is the index fund should choose;
3. E Fund SSE 50 tracks the SSE 50 index, covering the major large-cap stocks (the subject of margin financing and securities lending) of SSE, but its management fee is 1.2%, and the custody fee is 0.2%, which greatly erodes the portfolio income in the long run. I think this index fund is not good. It is better to invest in Huaxia SSE 50 ETF 510050; .
4. Financing Shenzhen Stock Exchange 100, tracking the Shenzhen Stock Exchange 100 index, covering large and medium-sized stocks (medium-sized stocks) in Shenzhen Stock Exchange. Its problem is the same as that of E Fund SSE 50, with high cost, management fee 1% and custody fee of 0.2%, which does not conform to the principle of low index fund rate. It is better to invest in E Fund SSE 50.
5. Golden Eagle, a small and medium-sized company, has sprung up since 2008 and its performance has been good. But like Xinhua, I always feel uneasy about small companies. I will never forget that in 2006 and 2007, only Morningstar was evaluating for a long time, and its fund manager Long Suyun also left at the end of last year.
6. Harvest theme selection. At present, Harvest flagship fund can be considered. Zou Wei, the fund manager, is also very thoughtful. He belongs to the sword-leaning type, and his style tends to be small and medium. He actively participated in the theme investment. The disadvantage is that everyone can see it. I am not inclined to invest in public funds;
7. Bank of Communications Schroeder held steady. Niu Ji, once, is now mediocre. Zheng Tuo, a talented fund manager at that time, left in the middle of last year to engage in private placement. At the same time, Li Xuli, investment director of Bank of Communications Schroeder, also left to engage in private placement. The brain drain is so serious that it is recommended to observe it again.
8. LOF, the boss theme industry, was second only to the funds selected by Huaxia Market in 2007. Deng Xiaofeng, the fund manager, is also good at reverse operation. Although the income in 2008 and 2009 is average, I think it can still be considered. After all, the fund looks at the possibility of getting better returns in the future;
9. Industrial Trend LOF: The fund manager team headed by Wang Xiaoming has a high level of active management, good risk control, excellent long-term performance and relative stability. Choosing this fund can generally meet the first half of similar funds. The characteristics of LOF's industrial trend are not always the first among similar funds, but stability and risk control.
10. In 2006, Guangfa Jufeng, Niuji, what was the scenery at that time, setting a single-day subscription record. According to the proportion, Yi Yangfang, the fund manager, has not changed, and his performance has been flat since 2008.
1 1, Yin Hua value optimization, as early as 2006, its performance was very good, and it was evaluated by Morningstar at that time. However, it suffered heavy losses in the bear market in 2008 and was gradually forgotten. Until it broke out again in 2009, its performance was second only to that of the Chinese market selection, and it was once again sought after by people. I can pay attention to its point of view.
After evaluation, I think that among the funds you listed, you can choose: Harvest CSI 300LOF, Harvest Theme Selection, Boss Theme Industry LOF and Xingye Trend LOF.
In addition, I recommend another fund for you: Southern CSI 500LOF, which covers small-cap stocks in Shanghai and Shenzhen stock markets. Together with the Shanghai and Shenzhen 300, we will achieve full coverage of large, medium and small-cap stocks in the two cities.
As for choosing two portfolios, I think we should choose two complementary funds and provide several portfolios for your reference:
Pure index combination: Jiashi CSI 300LOF+ Southern CSI 500LOF.
Core Satellite Combination: Harvest CSI 300LOF+ Harvest Theme Selection
Xingye Trend LOF+ Southern CSI 500LOF
Bosera Theme Industry LOF+ South CSI 500LOF
Active combination: LOF+ Harvest Theme Selection of Bosera Theme Industry
Xingye Trend LOF+ Jiashi Theme Selection
Anyway, the general idea is to cover a wide range, complement each other in style and not overlap, otherwise the meaning of the combination will be gone.
Finally, these portfolios, especially pure index portfolios, are very risky. You should be prepared to bear big losses in a certain period of time. I wish you a happy investment!