is continued from the above: 
is written in front of
. Considering the length, we will make a separate list for equity. The next step is to sort out the lists of other types of funds. However, everyone knows that no other processing method is perfect. Finding clues through data and then selecting fund managers through in-depth understanding is the logic we should be clear about. Therefore, we will organize the following types according to the cumulative annual method.
1. Stock-bond balance type
Because there are few fund types, there are 15 fund managers with performance of more than 1 year, so our screening criteria become:
(1) in the top 50% in the past year
( 2) In the top 50% in the past 2 years
(3) In the top 50% in the past 3 years
(4) The annualized return of geometric employment is more than 10%. The final list of
is as follows:
2. The partial-stock hybrid
is only 91 A fund manager has a performance of more than 3 years. Our screening criteria are as follows:
(1) In the top 50% in the past 1, 2, and 3 years
(2) The annualized career return rate in the past 3 years is more than 10% ( 2019-2022)
(3) Over the past 5 years, the career annualized return rate is more than 8% (experienced the 2018 bear market)
The final list is as follows
3. CSI 300 Index
We tracked 157 CSI 300 Index Funds And the shares of Shanghai and Shenzhen 300 index enhanced funds, among which there are 102 fund shares with complete performance for three years, we follow:
(1) The income in the past 1, 2 and 3 years has been in the top 50%
(2) information The ratio is above 0.15
At this time, a total of 13 shares were selected
We found that Furong CSI 300 is really strong. With a scale of 1.8 billion, it can still rank first in the past 3 years. It is also good this year. I can’t accept it. ah!
We think 13 shares are a bit too much. We took a look and found that the CSI 300 Index fell 9.22% in the first half of 2022, so we chose those with a return of more than -7% this year (an excess of 2 points is not excessive), The final result is as follows:
4. CSI 500 Index
In the same way, we have tracked a total of 123 CSI 500 index funds, index enhanced funds and index enhanced strategy fund shares, of which only 70 have performance for more than 3 years. For shares, we filter according to the following criteria:
(1) Top 50% in the past 1, 2, and 3 years
(2) Top 50% in information ratio in the past 3 years
19 fund shares were selected,
We took a look , the CSI 500 Index fell by 12.30% in the first half of 2022, so we will exclude the shares that fell by more than 10% in 2020 (the excess of 2 points is not excessive), the final list is as follows:
We found that there are 2 fund managers The information ratio has reached more than 3, one is Yin Ruifei from SDIC UBS , and the other is Xiang Wei and Hu Yi from Zheshang Fund . The third thing I want to say is that Wells Fargo CSI 500 Index Enhanced A (Fund Manager Li Xiaowei , Xu Youhua, Fang Min), it is not easy for a giant like 7.6 billion to be included in the list!
5. Secondary debt funds
As of June 30, 2022, a total of 980 fund managers manage secondary debt funds, 113 of which have performance for more than 3 years. We follow
(1) for the past year and 2 50%
(2) years and 3 years ago. The standard screening
based on the geometric annual return of 8% is as follows:
We then eliminate the players who ranked relatively low in the past 1 year, the past 2 years, and the past 3 years. Finally, The list is as follows:
We found that the top two, Jia Teng and Zhou Jincheng, had annualized returns of 22.02% and 19.55%, which were a few blocks ahead of the others. Let’s look back and see why.
If we want to screen the 5-year list, only 58 fund managers have complete performance for more than 5 years. The screening criteria are:
(1) 50% in the past 1 year, 2 years, 3 years, and 5 years ago
(2) The geometric annual return is more than 8%
(3) The ranking of each dimension cannot be too low
The final list is as follows:
We have seen before that Lin Jing is actually managed together with Han Linan. Han Linan has resigned, so continue to observe.
6. Medium and long-term pure debt
There are currently 964 fund managers in the market who manage medium and long-term pure debt funds, of which only 184 have complete performance for 3 years. Our screening criteria are as follows:
(1) In the past year, 50% in the top 50% of the market in 2 and 3 years
(2) The annualized return of geometric tenure is more than 5%
Finally, the 3-year list is as follows:
html Only 69 of the 1964 fund managers have 5-year performance, and 3-year performance Using the same standard, the 5-year list is as follows:
We noticed that the people on the 5-year list are all on the 3-year list. It seems that the stability of bond operations is still relatively strong. Zhai Xiuhua, Yan Peixian, Li Yi , seems to be a super powerful existence.
7. QDII
, QDII-partial stock hybrid
Among the 117 QDII fund managers, only 21 have more than 3 years of performance. Our screening criteria are:
(1) 50 years ago in the past 1 year, 2 years, and 3 years ago %
(2) Geometric career annualized return of more than 5%
The final list is as follows:
. QDII-common stock type
Among the 159 QDII fund managers, only 34 have more than 3 years of performance. Our screening criteria are:
(1) In the past 1 year, 2 years, and 3 years ago, 50%
(2) The annualized return of geometric occupation is more than 5%.
The final list is as follows:
. QDII-merged
Let’s put QDII together for your reference.
is written at the end
Okay, dear readers with righteous thoughts, this is the end of our ninth list. I hope the data is useful to everyone, but you can’t invest just based on the data. You also need to understand the investment logic behind the data.
However, I hope this article can help everyone better discover excellent fund managers. See you next time!
Mindfulness list: Ninth list (all)
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