Wednesday, January 19, 2011

Performance differentiation was obviously under the theme of city-based Foundation for shock more fire

 Therefore, the shock in 2011 in the City and structure of cities, a variety of theme-oriented small and medium equity fund is expected to shine, such as focusing on energy, carbon, metals, consumption is expected to topics such as small and medium sized funds In the structured market for investors the opportunity to bring above average income. For retail investors, the city repeatedly to their fight in shock, as such funds choose to share the benefits of industry growth.

shock U-turn may wish to choose a good city in the theme-based small and medium sized funds

trend for the fund in 2011, he believed that such results will be inevitable trend of differentiation. The stock market in 2011 will continue to shock pattern-based, market style, hot spots continue to transform, stock picking ability of fund managers will be higher requirements, fund performance in the structural differentiation in the market will become more apparent.

differentiation was issued the largest number of results

At the same time, the 2010 A-share market ups and downs, the fund manager's investment capabilities being put to test, so performance of equity funds was unprecedented differentiation.

2010 At the beginning of the implementation of multi-channel examination and approval system, the new fund started nearly a year since the crazy trip distribution. As of December 25, 2010, the fund has been established with 153, is the history of China has issued the largest number of funds a year.

investors, in choosing what to buy 2011, the fund may wish to review the performance of the funds in 2010, perhaps from can find some clues.

the division is also reflected in the index funds in the Fund and the configuration. Refers to the base of Chinese small plates (159902, fund it) 16.58% yield, while the Harvest is a loss of 50 25.61%; Yawei management of China strategy to yield 29.02% allocation funds ranked first, and at the end of Dresdner ease growth (253,010, fund it) but a loss of 19.65%.

differentiation raised funds for the performance of private equity in 2010 of a regular Shibin brother also have their own views. In his view, the unilateral bull market in 2007 is different from 2010, belongs to the structural market, the broader market in general, very active stocks. Therefore, hot spots can grasp, can Tazhun market funds can get a good rhythm is the dominant factor in performance.

the trade, shocks cities, 3.0 billion -40 billion copies in the middle between the size of the fund assets relatively easy to operate, so performance will be relatively good.

this, Societe Generale Securities (601,377, stock it) Taiyuan, the analysis pointed out that the sales department, in the ample liquidity and tight under the double impact of policies, but also to the 2011 stock market fluctuated as Lord, in this context, keeping the broader market index fund is clearly not the best choice, but also in the interest rate cycle, the partial stock funds are more likely to beat inflation.

In addition, new funds issued in 2010 there is a major feature, there was an anti-inflation, consumer, energy, reorganization of the central enterprises, gold and other theme-based equity fund. Many of these industries in the current market structure was generally optimistic about the market.

2010 Rank in front of the fund, in addition to China, Castrol represented large companies, other funds have come from small and medium sized companies, such as Chinese entrepreneurs, Wu, Prudential, Golden Eagle, day treatment Morgan Stanley Huaxin and so on. Point of view from the fund size, ranking in the top 10 funds, there is no one more than ten billion scale, which is about the largest increase of 5.19 billion Castrol.

As of December 27, stock funds, since the year's most eye-catching performance of Chinese businessmen flourishing growth (630,002, fund it) to 34.14% yield ranked first, while Bao came in at the end of loss of profit was 24.65% Pan-coast, with the difference close to 59%. And 219 stock funds, a total of 125 stock funds last year, less than 5.1% rate of return, that is, one half of the shares of the base does not run through the CPI.

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