Time has come October, and three-quarters of 2022 have passed in a blink of an eye! Starting today, Angkor will use the last few days of the National Day holiday to review some of the fund's situation with you!
will generally have the following parts: such as the first three quarters earnings list, stable happiness review, pure bond fund review, semiconductor fund review, new energy fund review, pharmaceutical fund review, etc.
suggest that you continue to pay attention and don’t forget to follow, collect and share!
Today, Angkor will review the fifteen funds with leading returns in the first three quarters! Let’s see which funds have the most annual champions. Of course, maybe everyone has the answer in their minds!
1, overall market review
This year's market trend is still full of twists and turns. Shanghai Composite Index fell from more than 3,600 points at the beginning of the year to 2,863 points, and then ushered in a strong rebound to 3,424 points, and then gradually fell back to the current 3,024 points.
's overall trend performed poorly, with internal factors and external factors. The situation this year is so complicated, and the number of black swan events that have been encountered is also amazing.
Let’s take a look at the performance of major indexes:
From the table above, we can see that the declines of major indexes this year are double-digit, among which Science and Technology Innovation 50 is the most decline. Judging from the comprehensive performance of the index, CSI 1000 is relatively resistant to declines!
2. The 15 most outstanding active management funds that have performed this year
want to choose active management funds because many of the index funds that have performed well this year are related to commodity categories, such as coal, oil and gas, etc. These funds are good, and their performance this year is definitely good, but they cannot reflect the ability of fund managers, so I skip it!
1, Wanjia Macro time-selecting and multi-strategy mix, up 68.46% this year;
This year's half-time champion, one of the three musketeers managed by Huanghai, mainly focusing on coal and real estate.
2, Wanjia New Li Flexible Allocation Mixed, up 61.92% this year;
, the second half of the year, is also a fund managed by Huanghai.
3, Wanjia Selected Mixed, up 53.77% this year;
is the third place in the half-time of this year, will Huanghai’s three foundations win the top three performances of active funds this year?
4. The theme stocks of the British-large state-owned enterprise reform have risen 26.00% this year;
The fund's heavy holdings are coal and oil. The price of crude oil has risen sharply during the long holiday. It is expected that the fund's potential will be very strong. However, the gap with the top three is really big, and coal is also the energy direction.
5, Wanjiayihe Flexible Allocation Mixed, up 24.99% this year;
is also a fund under Wanjia, but this fund is not managed by Huanghai. The fund manager is Zhang Heng, and the direction is also related to coal, and there is also the direction of electricity.
6 and Yinhua CSI Photovoltaic ETF initiated a link, up 24.50% this year;
This fund can rank at the forefront, which can be said to be related to its establishment date on April 20, which occupies the time! However, photovoltaics has made significant adjustments recently, and it is obvious that it is difficult to continue to improve its ranking.
7 and Jiashi CSI Semiconductor Index Enhancement Initiative, up 22.27% this year;
This fund was established on April 22, and also occupied the current situation. However, semiconductor has had a lot of performance recently, and this fund can rank high in the top position, which is indeed in line with the title of index enhancement.
8, TEDA Manulife 18-month holdings, up 21.20% this year;
This fund was established at the end of March, with a direction of new energy and a long lock-up period, which is conducive to stable performance.
9. Investment Promotion is stable and balanced, up 19.41% this year;
The main focus of this fund is also coal and oil, and the space is still very good in the future.
10 and Xinyuan Yangtze River Delta Mixed have risen by 18.91% this year;
This fund holds new energy, biomedical , military industry, securities, etc. This fund can rank high. On the one hand, it was established at the end of March, and on the other hand, it is also related to the fund manager's stock selection ability.
11 and CICC low-carbon growth hybrid has risen by 17.34% this year;
The main holdings of this fund are photovoltaics, which are also new energy funds. Photovoltaics has fallen a lot recently, and this fund has basically lost the opportunity to compete for the top few.
12 and E Fund supply reform mixed, up 16.94% this year;
, the fund has performed quite stable in the near-, medium- and long-term, and its holdings are mainly coal, nonferrous metals, automobiles and other sectors.
13. GF Advanced Manufacturing Stock Initiative, up 16.74% this year;
This fund was established on March 1 this year, and the fund manager is the well-known Sun Di. The main direction is naturally new energy.
14, the core competitiveness of investment promotion has risen by 16.51% this year;
This fund was established on April 13 and also has the same time, but the direction of this fund is still quite interesting, and it should be mainly consumer categories, such as home appliances, medicine, beer, education, etc.
15, Rongtong Advanced Manufacturing Mixed, up 16.46% this year.
This fund was established in late February this year, and it has it. As the name suggests, the main holding direction of this fund is to lock in the direction of high-end manufacturing, mainly military industry, new energy, and semiconductors.
3. Analysis of fund types for better performance this year
From the categories of the above fifteen funds, there are mainly two major directions:
From the situation in the next two months this year, due to the impact of the international situation, traditional energy is expected to continue to rise. After all, the northern hemisphere enters winter in the second half of the year, and is affected by some geopolitical conflicts, it is expected that traditional energy will still be a hot commodity!
, the high-end manufacturing direction, although it is driven by policy, is affected by global recession expectations. Although the rebound performed well at the end of April, the recent pullback has also been strong. In the short term, its competitiveness may not be as good as traditional energy, but in the medium and long term, we can still look forward to it!
In summary, looking at the championship competition between various active management funds this year, it is quite possible that Huanghai’s three funds will be in the top three. After all, the current performance of funds ranked fourth to fifteenth is significantly different from the top three, and the coal sector is still very promising in the future. Therefore, coal can be said to be the black gold sector this year, and the winning momentum of new energy for several consecutive years will also give way to traditional energy, which is somewhat surprising.
However, Angkor believes that although the strength of new energy will be repeated this year, there is still great potential in the next few years, because the energy revolution will not only bring about trillion-level opportunities, but should be one trillion-level!
and above are for reference!
If you have any problems with the fund, please ask Wu Ji for advice! If you think this article is useful to you, please forward the comment and give it a sponsorship!
