On October 25th, 65438/kloc-0, E Fund's blue-chip selection managed by fund manager Zhang Kun saw its net value soar by 5% due to its heavy liquor stocks. Then "Blue Chip", "Fund" and "Zhang Kun" quickly boarded the hot search in Weibo.
Moreover, the discussion about the fund is sweeping through various online communities such as Weibo, Xiaohongshu and Douban. Everyone is keen to share investment income, fund portfolio and views on fund managers, which also gives birth to the "formula" of fund managers' investment.
The industry believes that the fund manager's "love beans" is actually a manifestation of young people. The data shows that among the new citizens, the post-90 s account for more than half. For these new citizens, funds are not only wealth management products, but also social tools.
"ikun" and "Bo Xiao" debuted together.
In recent months, the crazy search for the word "fund" seems to be moving to the fund circle, with some spit, appreciation and experience of exchanging funds, similar to the social model of the pink circle.
Recently, there are many people who call themselves ikun in the fund circle, making lists in the Chaohua community.
The word "ikun" comes from rice circles and usually refers to fans of "traffic star" Kun. Recently, however, another group of ikun have been active in Weibo. They love Yi Fangda's, not Kun.
"Kun Kun flies bravely, ikun will always follow, Kun Kun is not old, blue chips will grow old", "Chase Kun, you pay him money. But chasing Zhang Kun, he makes money for you. " Fan culture and words, which used to be seen only in the rice circle, have recently become popular in the fund circle. Some fans even registered the Weibo account of "E Fund Zhang Kun Global Support Club".
At this point, Zhang Kun, the first fund manager in the history of Public Offering of Fund who is in charge of active equity funds with a scale of over 1000 billion yuan, is officially out.
By the morning of1October 27th at 65438, "E Fund Zhang Kun National Support Association" had 17000 fans. He also owns his own Weibo dialect "Yifangda Zhang Kun", with over 5,200 fans and 8.38 million readings, and has been very active recently.
In fact, not only Zhang Kun, but also many fund managers of public offering stars have their own fans.
Since 2020, the Nuoan Fund has been on the hot search several times. Cai Songsong, the manager of Nuoan Growth Mixed Fund, has made people love and hate each other because of his extreme investment style. As the saying goes, "The male god and love rat Qi Fei are the same color, and the red powder is also the same color", and love and hate are often in an instant.
There are also fans Zhou Yingbo of China Europe Fund and Xiao Nan of E Fund, who formed cp and named it "Boyi Junxiao", just like the CP powder of Sean Xiao and Yi Boli.
In this regard, a Public Offering of Fund channel source pointed out that according to statistics, among the new citizens in 2020, the post-90s generation will account for half. Now, it has become one of their social ways to talk about funds on platforms such as Little Red Book, Tik Tok and Bi Li. "Many new investment funds are young people who are used to the pink circle culture."
Some people in fund companies also said that we should treat the phenomenon of star fund managers dialectically. Good performance is a necessary but not sufficient condition for becoming a star fund manager. Every fund manager has a capability boundary and every strategy has a capability boundary. Historically, when excellent fund managers are sought after by market stars, it is often when asset prices are high. Even if this fund manager can continue to create excess returns for a long time, how many investors who chase up and buy can hold it until the end?
Excellent fund managers are most favored by rice circles.
In fact, whether Zhang Kun, Xiao Nan or Zhou Yingbo, these "outside" fund managers have one thing in common, that is, outstanding performance.
After graduating in 2008, Zhang Kun joined E Fund, where he worked as an industry researcher and assistant fund manager. 2065438+In September 2002, he began to work as a small and medium-sized fund manager in E Fund, with a yield of 104.5 1% in the past year, which is also the earliest product he managed. After more than eight years of management, the total rate of return is 790.39%. Even after the stock market crash and fuse, he still controlled a certain retreat.
In addition, as of 65438+1October 25th, the yield of E Fund's blue chip selection and mixing managed by Zhang Kun in the past year was 128.26%, ranking 43rd among 325 1 similar products.
In terms of shareholding, taking E Fund's blue chip selection as an example, by the end of the fourth quarter of 2020, the top ten positions accounted for 77.89%, including Kweichow Moutai (6005 19. SH), Yanghe shares (002304. SZ), Wuliangye (000858. SZ) and LU ZHOU LAO JIAO CO.,LTD Limited by Share Ltd (000568. As E Fund's blue chip selection can also invest in Hong Kong stocks, Zhang Kun has also deployed Meituan (03690. HK), Tencent Holdings (00700. HK), Hong Kong Stock Exchange (00388.HK) and Yihai International (0 1579. HK)。
In addition, the same is true of E Fund's small and medium-sized stocks. The positions of Kweichow Moutai, Yanghe, LU ZHOU LAO JIAO CO.,LTD and Wuliangye all exceeded 9%.
In the eyes of many people in the industry, Zhang Kun is a typical long-term activist with low turnover rate, clear position and stable style. When 20 12 and 20 13 are affected by multiple factors, Maotai still insists on its own opinions and firmly holds them, so as to get rich returns. In this process, fluctuations are inevitable.
Xiao Nan, who is also in Yifangda, is also a "drinking" enthusiast. By the end of the fourth quarter of 2020, there were five liquor stocks in the top ten awkward stocks. The fund Xiao Nan's tenure return in the past eight years has also reached 574.29%.
The China-Europe Innovation Future Fund managed by Zhou Yingbo ranks first among five similar funds, with an increase of 3 1.34% in more than three months. In addition, the pioneer stock A of the Central European era at its helm has increased by 365.39% since 20 1 15 years 10; The new normal mixture A of Central Europe and Ming Rui has increased by 245.57% since 20 16 12.
Proofreading: Zhang Yan