Since 2022, the A-share market has intensified its volatility and volatility, and structural differentiation has become more obvious. Market risk preferences have declined. Steady financial management has become the primary concern for investment. Compared with equity products with high volatility and high drawbacks, fixed income products provide a layer of "shock-proof pad" for the entire investment portfolio, and therefore are increasingly favored by investors. Against this background, the fixed income management capabilities of fund companies have become the focus of many investors.
Haitong Securities has recently announced the absolute return ranking of fixed income funds for fund companies. In the net value growth ranking of fixed income funds in the past 10 years (April 5, 2012 to March 31, 2022), Bose Fund ranked 252 among the 52 comparable companies with a yield of 161.91% . The yield rate is more than 30% away from the third-ranked companies, and remains ahead of the long-term fixed income investment level.
Haitong Securities has also announced the rankings of fixed income funds of different categories. In the ranking of pure bond funds, Boshi Fund ranked first among the 29 comparable companies with 44.81% in the past seven years (from April 1, 2015 to March 31, 2022); in the ranking of debt-biased funds (mainly including quasi-bond bond type, quasi-bond bond closed type, convertible bond type, and bond-biased bond type funds), from April 5, 2012 to March 31, 2022, among the debt-biased investments in the past 10 years, Boshi Fund ranked second among the 52 comparable fund companies with a yield of 161.91%. This data is also an important indicator to test the investment ability of "fixed income +" products. (Data source: Haitong Securities, as of the end of the first quarter of 2022)
From the perspective of fund companies' scale, Haitong Securities has specially set up a ranking of absolute returns for fixed income funds, medium-sized fund companies, and small fund companies. Among them, the average returns of 12 large fixed income fund companies in the past 10 years were 96.3%, while the average returns of 9 medium-sized companies and 31 small companies in the past 10 years were 70.61% and 80.05%. Similar to active equity investment, the performance of large fixed income fund companies has obvious advantages.
The bond market conditions in the past 10 years are complex and changeable. According to Wind data, the cumulative yield of the bond fund index in the past decade (April 5, 2012 to March 31, 2022) was 70.96%, with an amplitude of 72.15%, and the maximum drawdown was -5.00%. The performance during this period further tests the fund companies' long-term fixed income investment capabilities. Bose Fund was able to obtain a yield of 161.91%, which was the yield of bond fund index in the same period, which was enough to prove Bose Fund's leading strength in the field of fixed income investment.
Image source: wind, from April 5, 2012 to March 31, 2022
Boshi Fund's fixed income investment capabilities have always been the leader in the industry. As the first batch of national social security fund investment managers, the first batch of corporate annuity fund investment managers, and the first batch of basic pension insurance fund securities investment managers, Bose Fund has formed a multi-strategic investment system since its establishment 23 years ago, and has accumulated rich background in the field of fixed income investment, and its product returns and management level are at the industry-leading level. Data from Haitong Securities and Galaxy Securities show that as of the end of 2021, Bose Fund ranked 8th in the industry in the scale of non-monetary public funds, and bond-type public funds ranked 2nd in the industry in the scale of the company. In 2021, net profit increased from 1.247 billion yuan to 1.779 billion yuan, a year-on-year increase of 42.66%. In terms of honor, Bose fixed income department has won the Golden Bull Award for individual products many times in history. Among them, Bose Credit Bond Pure Bond won the "Golden Bull Award" for five consecutive years from 2016 to 2020 for outstanding performance, which is extremely rare in the industry. (The Golden Bull Awards Awards Institution is China Securities Journal)
This article is from the financial industry information
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