From July since active rights and interests kind the outstanding achievement of fund looks, each fund performance is disparate, from beginning to end differs more than 24% . Besides the fund of a few TMT that weigh a storehouse, before the rank is resided it is a storehouse more lighter keep this fund, and the fund with laggard outstanding achievement mostly be put into trouble at near future new energy resources board piece adjust considerably.
The fund before outstanding achievement is resided
Mostly heavy storehouse TMT
The statistical data of Choice information shows, in 2849 active management fund, dimensions has 1636 in the fund of 100 million yuan of above, obtain since July the fund of accrual has 484. What need points out is, afore-mentioned taking the fund of accrual, because experience is big and redemptive,the part is, redemptive cost plan push into fund assets tall fund net value.
Data shows, in the fund before outstanding achievement is resided since July, up to on August 30, internet of Hua Anchuan intermediary mixes fund with the total redound to lead of 6.47% , after concentration of Hua Angong benefit mixes fund to tighten therewith with the total redound of 4% , interest length a letter is wide mixture A ranks with the total redound of 3.5% 3. The sea opens source Shanghai harbor before deep new opportunity mixes, collect actor of strategy of An Fengyu, Huaan to choose the total redound that waits for fund to all also exceed 2% .
The fund before expression is resided weighs a storehouse mostly TMT. With Hua An media Internet fund is exemple, according to newspaper of this fund half an year, before 10 old heavy warehouses include to use friendly network, Heng Hua information of science and technology, tide, north China is achieved, spaceflight information. Afore-mentioned heavy storehouses two months all rise considerably recently, among them the information of constant China science and technology, tide, network that use friend go up more than 10% , north China is achieved, software exceeding a figure goes up more than 20% .
And the fund after outstanding achievement is resided weighs a storehouse mostly car of new energy resources board piece or misstep board piece annulus alter rhythm. Equipment of intelligence of peaceful of peaceful intelligence car, country, Shen Moling believes the country industry annulus is moved, the fund such as new energy resources of an ancient name for China drops all exceed 14% .
With the country fund of stock of peaceful intelligence car is exemple, regard intelligent car theme as fund, heavy storehouse all of one suit is concept of car of new energy resources. But the near future suffers allowance to decrease wait for negative factor influence, car of new energy resources board piece drop considerably, this fund net value also falls subsequently row.
In a bigger fund drops since July, rich new gains mixes the country C fund is a little weird. Newspaper of this fund half an year shows, up to 2 quarters end, this fund is in empty storehouse almost condition, heavy storehouse only 5, aggregate market prise only more than yuan 200 thousand, investment of rights and interests holds proportion of fund total assets only 0.21% ; Fixed income kind the scale of asset is 25.42% , the others is bank deposit entirely. But from July since, this fund drops more than 14% , also did not change two years recently fund manager. Run a circumstance to look from what go two years, this fund is run with keeping the form of this fund mostly. Near future net value drops considerably, the likelihood was to undertake the storehouse is operated be addinged considerably.
The city after fund manager is valued
From fund manager newest viewpoint looks, the fund manager that no matter be the fund manager before near future outstanding achievement is resided or outstanding achievement,lags behind temporarily, the city after all be opposite gives value.
Zhou Weifeng of manager of fund of peaceful intelligence car represents the state, from industry level, car of new energy resources the be born as new allowance policy, the development way of car of prospective new energy resources is more certain. Meanwhile, what release first half of the year is numerous multiply the model that use a car newly to will appear on the market in succession at second half of the year with consign, can cultivate more true customer stage by stage. Zhou Weifeng says: "We are judged, the tomorrow that from this year second half of the year begins in two years, can more electric motor-car obtain the approbating of common people, a this is development of car of new energy resources significant turn period. Future is on the layout of car of new energy resources, can choose each link to have the fractionize field of trade barrier, take those seriously to be able to enter international big firm to take the company that supplies chain with the car particularly, the trade barrier of these companies and rare the self-identity that is short of a gender to will get authority in future. The trade barrier of these companies and rare the self-identity that is short of a gender to will get authority in future..
Shen Moling believes Lu Yang of manager of new economy fund to express, after be adjusted what experienced early days market considerably, the appraise value of most industry had returned the history low, the market has been digested relatively adequately to all sorts of risk elements, hopeful welcomes the drop when better investment.
Hu Yibin of manager of fund of Internet of Hua An media expresses, the largest window that innovation of science and technology remains economic structure transition to upgrade, opportunity of investment of lieutenant general of bibcock of science and technology thering is no lack of, appraise value is reasonable grow really will increasing.
