The minimum performance difference of TOP10 partial stock funds is only 0.18%
The performance of Hai Fortis’s national policy orientation and No. 2 Buoying’s core advantage A is only 4.69%. The fund once rose 5.39% on December 25
In the last month of 2020, A shares did not stop the pace of “tossing”, and the performance ranking battle of actively managing partial stock funds has also become more complicated and confusing. There are only 3 trading days left before the 2020 closing date. Who will be the comeback?
“Securities Daily” Fund News Department (official Weibo and WeChat: Securities Daily Micro Fund) reporters found that as of December 28, the top 10 partial equity funds in the year changed face 4 compared with the end of November, the top ten performance difference was only 0.18 Percentage points, the degree of fierce competition for the TOP10 ranking can be seen. Among them, the Hai Fortis National Policy Oriented Fund rose by 32.52% in the month, from 92 at the end of November to the current 5th place. It performed well. In the recent “adjustment”, it significantly outperformed the market gains, or in the last On the 3rd, it turned again.
TOP10 Competition is Fierce
The smallest performance difference is only 0.18%
In December, while the A-share market continued the bull market, it also performed the inevitable adjustment in the bull market. WIND information data shows that since December as of December 28, the Shanghai Composite Index has risen by 17.70%, with the highest single-day increase of 4.32% and the deepest single-day drop of 5.43%.
The ranking of partial stock funds has also changed drastically with the “tossing” of A shares. The All-China Women’s Federation and the Chinese People’s Insurance Support 35 “Mothers’ Health Express” set off in Xinjiang . Data shows that as of December 28, the year-end stock performance TOP10 at the end of November Only 6 are still in the top ten. At the end of November, Caitong’s sustainable development theme ranked 3rd, and Puyin AXA Value Growth, Changxin Quantitative Pioneer and Xingquan ranked 8th to 10th. Light assets were all squeezed out of the TOP10, and the four funds of Hai Fortis National Policy Orientation, Huatai Bai Rui Quantitative Index, GF New Power and China Post’s core theme became the new top ten. At the same time, the rankings of the 6 funds that remained in the TOP10 ranks also changed in December. ICBC Credit Suisse Financial Real Estate, which previously ranked No. 4, is currently the champion. The yield during the year rose from 64.09% at the end of November to the current 92.54%, an increase of nearly 30%.
Judging from the current situation, the insignificant performance difference between the TOP10 partial stock funds indicates that the ranking battle will become more intense in the remaining days. As of December 28, ICBC Credit Suisse Financial Real Estate temporarily ranked the champion of partial equity fund performance with a return rate of 92.54% for the year, and its performance exceeded the No. 2 Buoying core advantage A (yield rate for the year 78.27%) by 14.27 percentage points. At the same time, data shows that since December, ICBC Credit Suisse Financial Real Estate has risen by 17.34%, ranking third among the TOP10 stock base gains over the same period, so the fund still has a clear advantage at present.
The race for runner-up and third runner-up is even more suspenseful. As of December 28, the performance difference between No. 2 Baoying Core Advantage A and No. 3 ICBC Credit Suisse Information Industry (with an annual return rate of 76.74%) was only 1.53 percentage points, and No. 3 and No. 4 Baoying Core Advantage C (within the year) The profit rate is 76.17%), the performance difference is only 0.57 percentage points. What’s more, the performance difference between No. 6 Huatai Bairui Quantitative Index (with a return rate of 66.63% for the year) and No. 7 Baoying Strategy Growth (with a return rate of 66.45% for the year) is only 0.18 percentage points. The 7th and 8th GF New Power and the year’s performance also only differed by 0.45 percentage points. And the tenth place China Post’s core theme (with a return rate of 66.45% for the year) and the 11th place Huatai Bai Rui’s positive growth in the year’s performance are only 0.03 percentage points different. The fierce competition for the TOP10 ranking can be seen.
Hai Fortis’s national policy soared 32% in the month or come back in the last 3 days. There are three trading days before the end of the 2014 stock-based ranking battle.
How Many Variables will there be in the Fund’s Performance Ranking?
According to WIND information data, in the last three trading days of last year, 43 stocks rose by more than 3%, and 2 stocks rose by more than 4%. 6 funds rose by more than 20 positions, and 10 stocks were ranked by base. It fell more than 20 places. Only by examining the TOP of stocks, the ranking of 2 funds changed in the last 3 days, and one of them was squeezed out of the top ten.
It can be seen that although there are only three trading days, the variables that exist cannot be underestimated, and who is the most aggressive fund? The data shows that Hai Fortis is most likely to be guided by national policies.
At the end of November, Hai Fortis’s national policy guidance ranked 92nd among comparable 587 partial-equity funds with a return rate of 30.99% for the year. As of December 28, he ranked 5th with a return rate of 73.58%, and ranked 5th. The performance of the four Baoying’s core advantages C only differed by 2.59%. At the same time, since December, the fund has risen 32.52% accumulatively, making it the largest increase among all partial equity funds during the same period. It is also the only fund among the 15 funds that have increased by more than 20% during the same period.
In addition, in the recent “toss” of the broader market, the fund has also performed well. On December 23, the Shanghai Composite Index plummeted 3.03%, and the stock’s base fell 1.21% on the same day, ranking in the middle of the TOP10 stock base; on December 25, the Shanghai Composite Index surged 3.36%, and the stock rose on the same day. 5.39%, it is the only fund in the TOP10 stock base that rose more than 4%. It is worth noting that, currently, the performance of Hai Fortis’s national policy orientation and the second-place Baoying core advantage A is only 4.69 percentage points behind.
A fund analyst in Beijing said: “The fund’s heavy stocks announced at the end of the third quarter have seen a decline in half of the nearly 20 trading days, and only three have increased by more than 20%. He should have conducted a relatively large increase in the fourth quarter. It is impossible to have such a net performance if you adjust your position. At the same time, the fund’s “small ship and good turn around” is also its performance sprint advantage.” Data shows that as of the end of the third quarter, the scale of Hai Fortis’s national policy guidance was only 516 million yuan. Among the TOP10, only ICBC Credit Suisse Financial Real Estate and Baoying Core Advantage C have smaller scales.
However, industry insiders remind investors: “The performance outbreak or adjustment on a single node should not be used as the only reference for investment decisions. For the performance war, the Citizens can look on the sidelines. When choosing a fund, we still need to pay attention to the continuous stability of its long-term performance. “