Up to 126percent! Do you have anything on the top performance list of public funds in the first 11 months?

category:Finance
 Up to 126percent! Do you have anything on the top performance list of public funds in the first 11 months?


Data source: wind

The most striking one is the high-end manufacturing of Guangfa. With a yield of 126%, it now ranks the top of the performance list.

Data source: wind

In addition, as the favorite plate of public funds, science and technology theme funds and consumption themes have also been listed in the top performance list. In addition to gfs high-end manufacturing a, the top 10 funds with performance of technology are all featured with technology, such as Agricultural Bank of China, new energy theme of Agricultural Bank of China, strategic transformation theme of ICBC Credit Suisse, strategic emerging industry a of ICBC, and Guangfa Xinxiang. In the field of consumption, Nords value advantage and BOCOMs new consumption drive have achieved 94% and 81.5% respectively.

Compared with the first half of the year, the second half of the year started a pro cyclical boom, followed by the theme funds such as pro cyclical and military industry, and ranked in the top of the performance list. Chuang Jin Hexin industrial cycle selection a, Great Wall environmental protection theme and Penghua environmental protection industry achieved 91.49%, 86.30% and 84.19% performance respectively.

Wanjia Fund believes that institutional investors have achieved higher returns in the past two years, and the possibility of mean return is increasing. However, the valuation of large financial and other weighted sectors is relatively low, and the possibility of large systemic risks in the market is also small. Under the background that the proportion of institutional investors continues to increase and the reform of registration system and trading system continues to advance, the ecology of A-share market is approaching the overseas developed market: a few high-quality companies get premium, and most ordinary and average performance companies gradually marginalize or even discount. In the future, the A-share market may be more structured, and the long-term industrial trend changes will have a greater impact on the market. In the long run, attention should be paid to cloud computing, semiconductors, new energy vehicles, medicine and other scientific and technological innovation fields.

Zeng Wenhong, manager of Nord fund, believes that the rate of the rest of this year to the Lunar New Year is still pro cyclical industry and individual stocks. After the Spring Festival in 2021, it may be possible to continue the rotation between the real growth stocks. There are still good opportunities for the science and technology innovation board and the growth enterprise market. In operation, we should pay attention to avoid the stocks with questionable performance and pay attention to the companies that can really grow, and there will be excess returns. In terms of plate allocation, from now on to the lunar new year, there are opportunities for valuation to continue to repair for the major insurance, real estate, securities companies and global pricing lecithin industries. It is expected that the investment opportunities of the consumer sub industry, which is expected to rise both in volume and price in 2021, as well as the securities industry and the leading stocks in the core assets that can really bear the performance under the background of capital market reform, are likely to run through the whole year of 2021. Source: China Securities Journal Author: Li Lanjun, editor in charge: Zhong Qiming_ NF5619

Zeng Wenhong, manager of Nord fund, believes that the rate of the rest of this year to the Lunar New Year is still pro cyclical industry and individual stocks. After the Spring Festival in 2021, it may be possible to continue the rotation between the real growth stocks. There are still good opportunities for the science and technology innovation board and the growth enterprise market. In operation, we should pay attention to avoid the stocks with questionable performance and pay attention to the companies that can really grow, and there will be excess returns.

In terms of plate allocation, from now on to the lunar new year, there are opportunities for valuation to continue to repair for the major insurance, real estate, securities companies and global pricing lecithin industries. It is expected that the investment opportunities of the consumer sub industry, which is expected to rise both in volume and price in 2021, as well as the securities industry and the leading stocks in the core assets that can really bear the performance under the background of capital market reform, are likely to run through the whole year of 2021.