Stock fund
Generally speaking, stock funds stipulate that the stock position is above 70%, which means that even in a falling market, the fund manager can only reduce the stock position to 70% at most. Therefore, such products are generally considered risky, but the returns are also higher when the market is bullish. When dealing with stock funds, investors must understand that once they judge that the market is bearish, they must redeem the funds in time to avoid risks. This kind of tool is very suitable for investors who have a certain understanding of investment timing. In addition, each stock fund has its own characteristics, and investors can choose according to their own preferences and risk tolerance.
Haifutong national policy stock
This fund was unremarkable and unremarkable before the arrival of the large-cap stock market. However, in recent months, this fund has earned almost most of the income in the past three years, so that it has become the best-performing equity fund in the past three years-ranking first among similar funds with an annualized income of 33.49%. In 20 14 (as of February 23rd 14), its yield reached 72.79%. However, it should be noted that this fund is small as a blue-chip fund. 20 14 at the end of the third quarter, the fund was only 5160,000 yuan (subscription has been suspended recently). In addition, this fund has changed four fund managers in three years.
Huabao Xingye Emerging Industry
Very typical emerging industry funds, mainly small and medium-sized stocks. In 20 13, this fund gained popularity with a performance of 60.43% (at that time, it was a structural bull market of the Growth Enterprise Market). Since 20 14, its yield has been 20.67%, obviously because it failed to participate in this wave of large-cap stock market. But who knows if the small-cap market of 20 15 can make a comeback? If you are still optimistic about emerging industries, this fund is also a candidate. Guo Pengfei, the fund manager, is also the general manager of Warburg Industrial Investment Department. Guo Pengfei has been managing this fund for four years.
Huitianfu Private Vitality Stock
The fund belongs to the concept fund of private economy, and is mainly composed of small and medium-sized stocks. Because of its outstanding performance since its establishment, it became famous in one fell swoop. Under the aura of Huitianfu's private placement operation, Qi, the first fund manager, left the private placement in 2065438+early 2004, which was quite smooth. The achievements of Zhu's successor are also remarkable. Since 20 14, the yield is 39.87% (although he missed the market of large-cap stocks, the absolute return is still good). It seems that the handover between the two is quite smooth. Yi Yatong, Song Cheng Performing Arts, Qingdao Jin Wang, No.1, No.2 and No.3 are all highly regarded stocks in the market, with rich investment themes behind them.
Baoying resources optimization stock
Although the name is "resource optimization", the top ten awkward stocks have nothing to do with resource stocks. In the introduction of the fund, it is impressively written that "the fund selects listed companies with resource advantages in various industries and establishes a stock pool according to the valuation model of the research department", which means that the so-called resource optimization has a very broad definition. No matter what the stunt is, since 20 14, the fund's rate of return is 55.54%, and the annualized rate of return for three years is 28.26%. The report card is quite beautiful. Peng Gan, the fund manager, has been managing the fund for more than 4 years.
Galaxy industrial stock
This is a veteran fund that has been on the list for many years, but it has always been low-key. At present, the size of the fund is about 5.2 billion yuan, and its positions are mainly small and medium-sized stocks, but it still earned 38. 1% in 20 14 years. According to the data of the third quarterly report of 20 14, the fund holds a large number of internet and technology stocks. For example, 20 14 big bull Weining software ranks first. Outstanding stock selection ability. Fund manager Cheng Sheng has managed the fund for more than 4 years and is also a veteran of the fund circle.
Puyin AXA Value Growth Stock
This fund is not a value-oriented fund in the traditional sense. At least from its past positions, the portfolio is almost a basket of small and medium-sized stocks, with growth stocks as the mainstay. In 20 14 years, the performance of the fund is very beautiful, with a yield of 63.32%. Judging from the top ten heavyweights at the end of the third quarter, at least a few big bull stocks have been dug up. For example, the first heavyweight Minfufa A, 20 14 has increased by about 4 times, Shanghai Steel Union has also more than doubled, and Anjubao has increased by about 3 times. At present, the fund size is about1200 million yuan, which is just right for small and medium-sized stock style funds.
China Post Core Theme Unit
Some people say that the style of China Post Fund is that the bear market falls much and the bull market rises much. Many people know that the post-80s fund manager is the hottest recently (he has managed the fund for less than three years). In fact, the funds managed by other fund managers under the company also have many two brushes. For example, this fund has an annualized rate of return of 26.9% in the past three years and a 20 14 annual rate of return of 63.83%. Compared with Ren's emerging industry equity fund, it is comparable. The main difference between them is actually 20 13. The fund has brokerage stocks in the top ten positions at the end of the third quarter of 20 14. If you hold it until the end of the year, you will basically make a complete market, and your eyes are really "sinister"!
Selected stocks of Chinese businessmen's value
As a local fund company that has risen silently in recent years, Chinese businessmen have always been characterized by steady stock investment, and their investment style is quite grounded. The annualized rate of return of the fund in recent three years is 26.89%, and the rate of return since 20 14 is 5 1.62%, which has performed well every year in the past. Investment is mainly in small and medium-sized stocks, and the style is more biased towards growth stocks. Liu Hong, the fund manager, has been managing the fund for nearly 4 years.
Xincheng deep value stock (LOF)
The fund is a veritable blue-chip fund in the market. 20 14 years, it finally has a chance to be proud. Since 20 14, the yield has been 4 1.34%. It is worth mentioning that in the 20 13 growth enterprise market, the fund's rate of return has also reached 26.82%, and its long-term performance is stable. However, the scale of this fund is extremely small, and the data at the end of the third quarter is less than 654.38 billion yuan.
Galaxy innovation stock
Galaxy Fund's equity funds are relatively small, currently less than 654.38+0 billion yuan. Since 20 14, it has achieved a profit level of 22.89%, obviously because it missed the market of large-cap stocks. Interestingly, however, Morningstar shows that the style of this fund is market growth, but its top ten positions are small and medium-sized growth stocks. Looking at the data alone, the fund manager's strategy is a bit mysterious.
Xingquan Green Investment Stock (LOF)
When it was first released, many people questioned that the concept of "green investment" was good but not necessarily profitable. Looking back now, there are not only many stocks that can be classified as "green" in emerging industries, but also their performance is commendable-the return rate of this fund has been 38.78% since 20 14, 43.87% in 20 13, and 25.69% in recent three years, which proves its existence value with its performance. By the end of September, 2065438+04, the top three positions were Huichuan Technology, Hanlan Environment and shanghai jahwa.