If the fund also has “Olympic Games”, what kind of “famous scene” will we see?

2022-04-26 0 By

The Quadrennial Beijing Winter Olympic Games is in full swing, with a succession of exciting events.The news that the Chinese delegation won the gold MEDALS and MEDALS one after another was heartening.If the fund industry had the Olympic Games held every four years, how would fund managers perform?Will there be a famous scene?According to the public data of China Galaxy Securities Fund Research Center, as of February 4, 2022, the average net value growth rate of seven major categories of fund varieties, including stock fund, mixed fund and bond fund, was very excellent in the past four years (208 weeks), based on the first classification of the Galaxy.The average net value growth rate of the seven major categories over the past four years is positive, and all of them are in double digits!Data source: China Galaxy Securities Fund Research Center, as of February 4, 2022.In other words, no matter what type of fund the guest officer chooses, if it is held firmly from four years ago until the opening day of the 2022 Beijing Winter Olympics, it is likely to achieve substantial positive returns.Alone performance we may not be profound perception, a comparison is uneven, during this period, the Shanghai Composite Index fell 2.91%, so see different categories of fund “delegation” performance is really beautiful, buy funds, borrow “base” market reflects a higher cost performance.(Data source: WIND, from February 4, 2018 to February 4, 2022).Laugh ao four round spring and Autumn performance funds in A large number of 2022, A share adjustment, concussion intensified;The Year of Yin tiger has just arrived, and the market has picked up slightly.In such a market, stable series products and fixed income + products have become the mainstream options, and the rich second also heard the voice of guests in the background. If the fund managers of the rich second stable series products are regarded as athletes, looking at the performance of their fund products in the past four years, what are the results?Data Source:The growth rate of net value of fund, its category and rating data from the galaxy securities, credit debt products rich countries for bond fund – pure debt bond funds – long pure debt bond fund (A class), the rich beauty of similar products in China for the hybrid funds – partial shares fund – partial shares fund shares (upper and lower 60% – 95%) (class A),Similar products of Wells Fargo macro strategy are mixed fund – flexible allocation fund – flexible allocation fund (benchmark stock ratio 60%-100%) (Category A), and similar products of Wells Fargo Robust Enhancement AB are bond fund – ordinary bond fund – ordinary bond fund (level 2) (Category A);The same period performance comparison benchmark yield data comes from WIND and covers the period from Feb. 4, 2018 to Feb. 4, 2022.Note: (1) Wells Fargo credit bond A was established on June 25, 2013. From 2017 to 2021, the net value growth rate and the return rate of the corresponding performance comparison benchmark (Total full price Index of Chinese corporate bonds) are as follows:1.7% (-9.84%) in 2017, 7.75% (2.35%) in 2018, 5.66% (1.13%) in 2019, 3.07% (-1.17%) in 2020, and 5.60% (1.12%) in 2021.Changes of fund managers in recent 5 years: Huang Jiliang has been the fund manager since June 2014.The data described above are all class A credit bonds of Wells Fargo.(2) Fuguo Beauty China A was established on May 19, 2016. From 2017 to 2021, its net value growth rate and performance comparison benchmark (CSI 300 index return rate *60%+ China Bond comprehensive full price Index return rate *40%) are as follows:29.47% (11.14%) in 2017, -12.48% (-14.01%) in 2018, 47.89% (21.49%) in 2019, 66.59% (16.24%) in 2020, and 13.83% (-1.95%) in 2021.Changes of previous fund managers: Zhang Xiaowei has been the fund manager since May 2016.The data described above all belong to the Rich Country Beautiful China Class A.(3) Wells Fargo Macro Strategy A was established on April 12, 2013. From 2017 to 2021, its net value growth rate and performance comparison benchmark (CSI 300 index return rate *65%+ China Bond Composite Index return rate *35%) are as follows:30.71% (3.89%) in 2017, -16.20% (-14.51%) in 2018, 49.93% (24.65%) in 2019, 43.35% (18.86%) in 2020, and 16.35% (-1.34%) in 2021.Changes of fund manager in recent 5 years: Yuan Yi has been the fund manager since April 2013.The data described above all belong to class A macro strategy of Rich countries.(4) Wells Fargo Robust Enhancement AB was established on May 21, 2013. From 2017 to 2021, its net value growth rate and performance comparison benchmark (return rate of China Bond Comprehensive full price Index *90%+ return rate of CSI 300 Index *10%) are as follows:3.26% (-1.08%) in 2017, 3.85% (1.51%) in 2018, 9.91% (4.53%) in 2019, 4.60% (2.62%) in 2020, and 7.19% (1.50%) in 2021.Changes of fund managers in the last five years: Zheng Yingying has been the fund manager from January 2016 to March 2017, Li Yi has been the fund manager from March 2017 to March 2019, and Yu Xiaobin has been the fund manager from March 2019 to present.The data described above all belong to the Rich Country robust enhancement class AB.(5) The above data are from the regular reports of each fund, up to December 31, 2021.There are risks in the market and investment should be cautious.The manager’s past performance does not represent future returns and the manager’s past performance of other funds does not constitute a guarantee of the performance of the new fund.The funds listed in the table above have been managed for more than 4 full fiscal years by the two solid fund managers.Behind their stellar performance are fund managers, like athletes, sharpening their skills in increasingly complex markets.They constantly iterate their own investment framework, exercise higher and stronger investment ability;In the process of continuous expansion of the ability circle, exercise the keen sense of smell to perceive and identify risks;With the gradual accumulation of public fund management experience, exercise calm and peaceful investment mentality……Just as an athlete “spends ten years on stage and one minute on stage”, the investment returns of public funds often require “80% of the time for in-depth research and patient waiting”.Be patient and wait for the rose of time to blossom, even if the road ahead is unpredictable.On the occasion of the Beijing Winter Olympic Games, the rich er would like to cheer for China’s ice athletes and wish them to pursue higher goals and break through their limits in the Winter Olympic Games at home.No matter in which piece of the arena, there are us fighting figure ~