New energy has begun to make efforts in the past few days, and many friends feel that the new energy market is coming. In fact, new energy has always been very strong since this year, but the funds in popular sectors such as technology and medicine are too strong, and have covered up the limelight of new energy at different stages. Judging from the performance this year, pharmaceutical technology is not as strong as new energy. The representative fund in new energy is GF High-end Manufacturing Stock Fund . A new energy fund has not been established for a long time but has excellent performance.
1. Basic information of GF High-end Manufacturing Stock Fund
1. GF High-end Manufacturing Stock Fund was established in September 2017 and has just been established for 3 years. Fund type: stock type, mainly holding new energy, and is a high-risk fund. Fund size: 7.104 billion yuan (2020-09-30), fund manager: Sun Di et al.
2. Performance benchmark: CSI High-end Equipment Manufacturing Index yield *90% + CSI All Bond Index yield *10%
2. Fund historical performance
1. Historical fund performance
in recent stages are all excellent, and the establishment is very eye-catching.
2. Historical quarterly performance
The quarterly historical performance is also surprisingly good, one is average, two are good, and the others are excellent. As a theme fund, such performance is not easy.
3. Historical annual performance
currently has only two data, one is average and the other is excellent, and it is undoubtedly excellent in 2020.
From three dimensions, the historical performance of this fund is still very good.
4, performance ranking in the past two years
is sorted by big data screening. Among the funds in the entire market, the fund ranks second in the performance in the past two years.
5, performance ranking in the past year
also checks the performance ranking in the past year, and its performance in the past year is still ranked second, which is very strong.
3. Basic information of fund managers
This fund is managed by two fund managers. Sun Di is the main one, Zheng Chengran is the auxiliary one.
1. Fund Manager: Sun Di, Master of Finance and Engineering,
Cumulative employment time: 2 years and 329 days
Job Start date: 2017-12-14
Currently serving 8 funds, the total fund assets are
has served as a researcher in the research and development department of GF Fund Management Co., Ltd., assistant to the general manager of the department and deputy general manager. He is currently the general manager of the Research and Development Department of GF Fund Management Co., Ltd., the fund manager of GF Resource Preferred Stock Initiative Securities Investment Fund (study since December 14, 2017), the fund manager of GF Brand Consumer Stock Initiative Securities Investment Fund (study since December 14, 2017), and the fund manager of GF High-end Manufacturing Stock Initiative Securities Investment Fund (study since April 11, 2019).
2. Fund Manager: Zheng Chengran, Master's degree student.
cumulative employment time: 171 days
Job start date: 2020-05-20
currently has 3 funds, with a total fund asset size
has served as a researcher in the Research and Development Department of GF Fund Management Co., Ltd. and a researcher in the Growth Investment Department. On May 20, 2020, he served as the fund manager of Guangfa Xinxiang Flexible Allocation Mixed Securities Investment Fund. On July 23, 2020, he served as the fund manager of GF High-end Manufacturing Stock-Initiated Securities Investment Fund.
4. Fund position adjustment
1. Judging from the top ten heavily-owned stocks, 6 were adjusted in the third quarter and four were retained. The newly included 6 heavily-owned stocks are Midea Group,
2. Brief analysis of newly adjusted stocks
Midea Group: holdings account for 5.64%, home appliance industry , manufacturing industry - electrical machinery and equipment manufacturing industry.Production and operation of household appliances, motors and their parts; research and development, manufacturing, sales, installation, maintenance and after-sales service of central air conditioners, heating equipment, ventilation equipment, heat pump equipment, lighting equipment, gas equipment, compressors and related general equipment, special equipment, household air conditioning equipment and their parts.
Wansheng Co., Ltd.: holdings account for 4.75%, chemical industry , manufacturing industry - chemical raw materials and chemical products manufacturing industry. Chemical products for production safety licenses (see "Production Safety License" for details). flame retardant research and development, manufacturing and sales of , chemical products (excluding chemical hazardous chemicals and prevalent chemicals), technical consultation, technical services, manufacturing and sales, high-tech R&D and transfer, and engage in import and export business. The branch office is located at No. 25, Donghai Third Avenue, Linhai Park, Chemical Raw Materials Base, Zhejiang Province.
Northern Huachuang: holding ratio is 4.06%, electronic components , manufacturing industry-special equipment manufacturing industry. Licensed business projects: assemble and produce integrated circuit equipment, photovoltaic equipment , TFT equipment, vacuum equipment, lithium-ion battery equipment , flowmeter, electronic components ; general business projects: sales of integrated circuit equipment, photovoltaic equipment, TFT equipment, vacuum equipment, lithium-ion battery equipment, flowmeter, electronic components; technical consultation; technology development; technology transfer; economic and trade consultation; investment and investment management; import and export of goods; technology and export; agent import and export.
Rongsheng Petrochemical: holdings account for 3.77%, chemical fiber industry , manufacturing industry - chemical fiber manufacturing industry. The manufacturing and processing of polyester wire, chemical fiber cloth, paper product processing, light textile raw materials and products, hardware, chemical products and raw materials (except chemical hazardous products and chemicals that are prone to toxicity), industrial investment, warehousing services of ordinary goods (excluding dangerous goods), road cargo transportation (operated with a valid license), and import and export business. (Projects that require approval according to law can only be carried out after approval by relevant departments). Main products: aromatic hydrocarbons, PTA, polyester slices, polyester wires and petroleum refining products, etc.
Tongkun Co., Ltd.: holdings account for 3.59%, chemical fiber industry , manufacturing industry-chemical fiber manufacturing industry . Licensed business projects: General business projects of paraxylene: production and sales of chemical fiber wires, synthetic fiber wires, and clothing; plastic regeneration and processing; production and sales of winding films, film bags, container bags, and sorting waste bags; economic information consultation (excluding securities and futures); wholesale of chemical raw materials (excluding hazardous chemicals and toxic chemicals), textile raw materials, textile machinery and equipment and accessories and their import and export business.
Weier Co., Ltd.: 's holdings account for 3.47%, electronic components , manufacturing industry - computer, communication and other electronic equipment manufacturing industry. integrated circuits, computer software and hardware design , development, sales, business information consultation, engage in import and export business of goods and technology, and own house rental.
Judging from the current holdings in the third quarter, the overall proportion of new energy has decreased, adding 2 electronic semiconductor stocks and one home appliance stock.
6. A brief summary of
1. GF High-end Manufacturing Stock Fund has excellent performance at this stage and a large overall increase. Looking back at improving historical performance, it was found that the overall trend was still relatively bumpy. Since its establishment in 2017, it was not until the end of 2019 that it had outperformed the market and its average in the same category. The increase in 2020 was astonishing, achieving qualitative changes.
2. Combined with the fund's position adjustment in the third quarter, the previous increase is indeed too large. The increase has reached 143.32% in the past year. It may also be to try to control the drawdown. Therefore, in the third quarter, it is a heavy investment in one home appliance and two semiconductor stocks with relatively long adjustments. From the current point of view, semiconductors and home appliances have risen sharply recently, and the pace of position adjustment is very good.
3. For our fund investors, especially new friends, just look at such high-growth funds. They have risen so much and have risen a lot recently. The risk of catching up with them is relatively high, which is not proportional to the returns. It is better to be cautious.
4. New energy funds are still optimistic in the long run, but funds are suitable for low-priced purchases, rather than chasing highs. If you want to participate, you can wait patiently for good opportunities. The market has been there and you are not in a hurry.
5. The industry-themed funds that often have a high increase in a short period of time, the higher they grow, the hotter they are. When they are shouting too much, they are basically at the top. They are likely to face a long and deeper adjustment. The previous technology and medicine are good representatives, so it is better to be more careful.
or above is for reference only and does not constitute any investment advice. If you like it, please remember to follow it and update it every day!
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