Red and black list of stock funds in the third quarter

 Red and black list of stock funds in the third quarter

At the same time, the funds listed on the list are further screened, excluding the funds with total assets of less than 50 million and established for no more than one month, and excluding the net value increase caused by non investment income, and sorting out the red and black list of stock funds in the third quarter of 2020. Through the long-term tracking of these funds, we try to find the funds with relatively high returns, relatively low risks and excellent long-term performance. At the same time, find out the potential risks and problems of some products to help investors lightning protection.

The top 10 products with the highest comprehensive score in the third quarter were:

Ranked first for Boshi military industry theme, the funds yield in the third quarter reached 41.57%.

Interestingly, Guangfa high-end manufacturing a and ICBC Credit Suisses strategic transformation theme counter attack in the market turbulence in the third quarter, with the yield of 30.89% and 31.52% respectively in the past three months.

Among the ten funds listed in the third quarter, pharmaceutical theme funds and manufacturing theme funds, which were once popular, were listed one after another. Among them, Golden Eagle medical and health industry a / C and Haifutong advanced manufacturing a / C are on the black list again.

Among the positions of science and technology innovation fund and advanced manufacturing fund, the top ten heavy positions have reached 70% overlap, which are Jinshan office, Chengmai technology, Dongfang Tong, Weiwei, Zhaoyi innovation, Zhongfu information and Zhongke Shuguang. In the recent three months of volatile market, the shares of the above-mentioned heavy positions such as Chengmai technology, Dongfang Tong, Zhaoyi innovation and Zhongfu information all fell.

Specifically, in September, the 10 products with the highest comprehensive scores in September were as follows:

In September, CCB new energy, led by Tao can and Tian Yuanquan, ranked first in terms of revenue. Although the fund was only established on June 17, its income has reached 21.14% since its establishment.

Table: blacklist of stock funds in September 2020 source: News Research Department of wind interface

In this years market environment of rapid rotation of A-share plate, the agricultural industry plate once made excess returns for some funds. But in September, the agricultural sector suffered a collective Waterloo. According to wind data, the aquatic product index fell 9.01% in September, the biggest drop in 17 months; the seed industry index fell 13.11%, the biggest drop since its opening; and the pork index fell 19.10%.

In September, more than 10% of the funds, such as Yinhua agricultural industry, Cathay Pacific agriculture and harvest agricultural industry, were withdrawn. Taking the quarterly report of harvest agricultural industry as an example, the positions of agriculture, forestry, animal husbandry and fishery of the fund are kept at 45% to 60%, and the positions of food and beverage are kept at 20% to 30%. The allocation of industry plate is relatively concentrated, and the purity of agriculture is very high.