From the fund point of view, there are many very good industrial software funds, including Agricultural Bank of China Industrial 4.0 Hybrid Fund, Jinchang Hexin Industrial Cycle Stock A Fund, Jinchang Hexin Industrial Cycle Stock C Fund, Guo Fu CSI Industrial 4.0 Index Fund and Bosera Industrial 4.0 Theme Stock Fund. The overall income of these industrial software funds is still good.
Agricultural Bank of China Industrial 4.0 Hybrid Fund belongs to the hybrid fund, and the share of this fund is as high as 94.7 1, basically without the participation of bond funds, but with the future development, fund managers will definitely buy some bonds. This fund only involves two industries: manufacturing and information transmission, software and information technology services. In the heavy positions, the positions of ten stocks are relatively average, while the positions of Contemporary Ampere Technology Co., Ltd. and Zhenhua Technology are more. The accumulated income of the Fund in the past year was 96.67%, and the accumulated net value of 4.8 1 18 is still high.
Jin Chuang He New Industry Cycle Stock Fund belongs to stock fund. The accumulated income of the Fund in the past year was 76.6 1%, and the accumulated net value reached 3.5264. Although this fund is a stock fund, it can be seen from the asset allocation that stocks account for 92.20% and bonds account for 0.38. From the perspective of industry, this fund invests in manufacturing, including mining, information transmission, software and information technology services. Like Agricultural Bank of China, this fund also bought a large number of shares of Contemporary Ampere Technology Co., Ltd., including Longji and Sany Heavy Industry. Generally speaking, it is also a relatively young fund.
Jin Chuang He Xin Industrial Cycle Stock C Fund and Jin Chuang He Xin Industrial Cycle Stock A Fund are very similar and managed by the same fund manager. Their asset allocation and industry allocation are basically the same. However, if the cumulative income and cumulative net value are low, investors still need to think carefully.