ended in September. As the yield on the US 10-year Treasury bond rose to 4%, the exchange rate fluctuated violently, and A shares therefore fell continuously. Among them, the Shanghai Composite Index fell by about 5.5%, setting the largest drop in a single month since April, and the ChiNext Index was even worse, falling by nearly 10.95%!
(data source CHOICE, as of 2022.9.30)
is not the same, the monthly average increase of active funds and ETFs has fallen by three consecutive months . The investment summary for the entire third quarter is just one word - "green".
(data source CHOICE, as of 2022.9.30)
However, although the market of is bleak, still has a few funds rising against the trend, with the highest return of nearly 70% this year, easily reaching the championship position of this fund income list. not only that, the fund managers of Champion Fund have three products that dominate the top three, which is nearly 40% behind the chasers.
What are the names of these funds? Who will the fund manager be? Please see the four major performance lists disclosed in the year that will be next disclosed:
9 most profitable active fund rankings TOP10
9 most profitable ETF fund rankings TOP10
Most profitable active fund rankings TOP10
The most profitable ETF fund rankings this year TOP10
9 Most profitable active fund rankings TOP10
9 In September, the entire market 4034 active funds gold (only counting common stocks, equity-oriented mixed, flexible configuration types) average rose by -5.51%, and less than 2% of funds rose by positive .
The first active fund increase in September was the 0,000 dual engine managed by Ye Yong, with an increase of 7.13% . The fund focuses on cyclical industries such as coal, petroleum and petrochemical, and transportation. Among them, coal is a major industry, accounting for about 70% of the fund's net value.
The three products managed by Huang Hai, an old acquaintance who has been on the list many times this year, are the second to fourth monthly growth . Among them, Wanjia Macro's timing multi-strategy performed the best, with rising 5.71% in September. These three funds have heavily invested in coal and real estate , while real estate rebounded well in the past month. Coal continued to continue its strong performance this year, helping the net value of the three funds to rise.
ranked fifth by Wang Xianwei managed Chuangjinhexin specialized specialty stock initiated A, with rising by 4% . To draw the key points, the fund's investment direction is specialized and new theme stocks. is characterized by small market value and high growth , mainly focusing on hidden champions in subdivided industries or individual stocks with potential to become industry leaders in the future. As of the end of the second quarter, the fund had a heavy holding in semiconductors and pharmaceuticals, with high concentration of individual stocks and relatively distinctive styles. It should be noted that the fund size is only about 10 million.
In addition, the seventh-ranked fund is the top 10 of the new | Invesco Great Wall China Returns managed by Han Wenqiang . This fund has long held heavy investment in real estate . And among the real estate theme funds , the fund managed by Han Wenqiang is the most popular among institutions.
also has the top ten on the list. There are also the top ten stars in stars TOP30 | Huaxia core manufacturing hybrid A managed by Zheng Zehong . The fund is based on coal and coal-related manufacturing fields.
9 Most profitable ETF rankings TOP10
9 In September, the performance of listed ETFs was worse than that of active funds. The average increase of was -8.2%, and the probability of a positive increase was less than 5%.
A shares performed poorly, which naturally affected the performance of related ETFs and . The top three on the September list were all won by commodity-related ETFs.
ranked first in . The Huaxia Feed Soybean Meal Futures ETF, an increase of 8.24% , far ahead of the other ETFs. This ETF is a commodity ETF that tracks commodity prices and has a low correlation with the stock market, so it can often get out of independent market conditions.For example, before April this year, its performance was inferior to that of coal ETFs in the entire market.
ranks second in , also a commodity ETF - Jianxin Energy and Chemical Futures ETF, an increase of 2.56% .
ranked third with Huitanfu CSI Energy ETF, with an increase of 2.5% .
The other ETFs on the list are mostly gold ETFs , benefiting from the appreciation of the US dollar, investors have a need to maintain their value. Among them, the best performing gold ETF fund , with an increase of 0.98%!
The most profitable active funds rankings this year's top 10
From January to September this year, the average increase of active funds this year was -17.44%, with a positive increase of less than 4%, and the money-making effect was significantly lower than the same period last year.
Real estate has recently seen a rebound, and three funds managed by Huanghai once again ranked among the top three in the year's performance !
year increase champion is 0,000 macro timed multi-strategy, with an increase of 68.46% ;
year increase runner-up is Wanjia New Li , with an increase of 61.92% in the year increase;
year increase third place is Wanjia Selected A, with an increase of 53.77% in the year increase;
these three funds hold positions , and are all coal + real estate allocation . It was surprising that , a very unpopular combination three years ago, reached the top this year. At present, the gap between Huanghai and the pursuers has reached 40 points. If there is no major change in , it is very likely that the championship throne of the year will be booked in advance. Unfortunately, the coal + real estate combination is insufficient, and the fund size has not yet increased.
In addition, "Window Fund" Jinyuan Shun'an Yuanqi is on the list at the same time. In the market environment where active funds are facing general retracement this year, the fund not only has a beautiful performance curve, but also has continued to set new highs, so it has successfully "break the circle". The fund is still limited to purchases.
What should be mentioned here is that stars TOP30 | managed by Zhou Ziguang CITIC Construction Investment low-carbon growth hybrid A is still on the list, with an increase of up to 17.34% this year. Zhou Ziguang has the title of " pan-growth investment expert " in the industry. He has a strong ability to select stocks from bottom up and has concentrated holdings. Due to the excellent ability to grab rebounds, everyone can use his products as the "offensive responsibility" in the portfolio.
The most profitable ETF rankings this year's top 10
's average ETF increase in the year was -21%, and the proportion of ETFs with positive increases was less than 5% .
shows that the ETF's revenue has severely differentiated this year, with the TOP5 rising by more than 20%, while the sixth place in the performance has increased by less than 10%.
ETF increase champion in the year was won by Huaxia Feed Soybean Meal Futures ETF, and increased by 45.29% .
ETF gains runner-up in the year is Cathay CSI Coal ETF, with an increase of 37.04% this year.
ETF increase third place in the year is Huitianfu CSI Energy ETF, with an increase of 36.02% this year.
The other funds on the list include photovoltaics, chemical futures, gold, dividends and other related ETFs. It can be seen that in addition to cyclical commodity-related sectors, dividend strategy ETFs are also the biggest winners this year.
At this point, all the fund increase lists in September have been announced. The list will be updated monthly. Interested friends are welcome to follow, forward, like, leave messages, and four consecutive times with one click.
Finally, I wish you all a happy National Day and a happy holiday!
Risk warning: Fund investment is risky, so be cautious when investing. Any views, analysis and forecasts in this article are for reference only and do not constitute any form of investment advice to readers.
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