Outstanding performance in 2019: public funds with generous dividend of nearly 130 billion yuan

category:Finance
 Outstanding performance in 2019: public funds with generous dividend of nearly 130 billion yuan


At the same time of outstanding investment performance, fund companies also pay dividends generously. According to wind data, there were 1879 funds participating in 2019, with a total dividend amount of 129.104 billion yuan, a year-on-year increase of 23% compared with the total dividend amount of 105.071 billion yuan in the public fund industry in 2018. In 2019, the total dividend amount of the public fund industry also reached a new high in the past three years.

Among them, 331 funds have an annual dividend amount of more than 100 million yuan in 2019, and 11 funds have an annual dividend amount of more than 1 billion yuan. The three funds with the largest dividend amount are UBS floating net value type C, Xingquan Trend Investment and Boshi theme industry. In 2019, the total dividend amounts to 3.688 billion yuan, 2.409 billion yuan and 1.523 billion yuan respectively. It is worth noting that Xingquan trend investment has been ranked top in the dividend list for many years in a row. The total dividends of the fund from 2016 to 2018 were 5.842 billion yuan, 2.862 billion yuan and 3.681 billion yuan respectively, ranking first in the annual dividend list.

The largest number of dividends are Jiashi ultra short debt, Baoying core advantage a and BAOYING core advantage C. in 2019, the number of dividends reaches 12. In addition, six funds, such as Boshi Yuyings three-month fixed opening debt and Wells Fargo state-owned enterprise debt C, have 11 dividends in 2019.

Debt base is still the main force of dividend

Specifically, bond fund is still the main force of dividend. In 2019, there are 1295 bond fund dividends, with a total dividend amount of 80.901 billion yuan, accounting for 63% of the total dividend amount in 2019. In 2019, the annual dividend of five bond bases, such as BOC Ruixiang regular opening and Golden Eagle Yuansheng e, exceeded 1 billion yuan, of which the total amount of regular open dividend of BOC Ruixiang, with the largest dividend, reached 1.498 billion yuan.

The total dividend amount of hybrid funds is the second, with 479 funds participating 31.768 billion yuan in 2019, and Xingquan Trend Investment and Boshi theme industry two funds participating the most.

In 2019, there will be 64 products participating in the equity fund, with a total amount of 9.939 billion yuan. The top ranked dividend amount are all passive products. The dividend amount of Fuguo Hushen 300 enhancement and Huatai birui Hushen 300 ETF exceeds 1 billion yuan, with the dividend amount of 1.302 billion yuan and 1.175 billion yuan respectively.

A fund analyst said that the increase in the total amount of fund dividend in 2019 is mainly due to the fact that fund products generally have the basis of dividend, equity products benefit from the A-share structural market and generally obtain positive earnings, with obvious profit-making effect; fixed income products have also achieved good performance driven by convertible bond market and secondary bond market. On the one hand, the choice of dividend can make investors get good investment returns for ANN, on the other hand, it can also play a role of staying customers. For the phenomenon that the dividend of stock fund is not as generous as that of bond fund, he said, this is mainly because many fund managers are optimistic about the A-share trend in 2020 and tend to use the funds for further investment rather than dividend.

Source: editor in charge of Changjiang Business Daily: Ren Hui ufe63 nbj9607