Since the beginning of 2022, although the market has fluctuated downward, there are still a number of funds that have bucked the trend and submitted outstanding periodic performance answers in the first two months.
Crude oil QDII fund has become the warmest “little sweet” in the beginning of spring. Many active equity funds have only risen by more than 10%, and some sub new funds with growth style have been established at a low point to grasp the “bottom reading” market.
crude oil QDII fund leads against the trend
Since 2022, the market has remained volatile, and the performance of crude oil QDII fund has dominated the list, becoming the first class of funds to recover.
Data show that as of February 28, China feed soybean meal futures ETF led with a yield of 19.94%. Among the top ten performance, oil and gas QDII funds occupy 6 seats, among which harvest crude oil and GF Dow Jones American Petroleum a yuan rank second and third in the performance of funds in the whole market with a yield of more than 19% respectively.
top ten fund performance in the whole market (including main code only)
According to the latest view of Founder medium term futures, since the beginning of the year, driven by the global geopolitical turmoil and the tight structure of crude oil supply and demand, oil prices have continued to rise, while the escalation of the situation in Russia and Ukraine in late February further pushed up the geopolitical premium of crude oil. Hualian futures said that looking forward to the future, it is more likely that the Federal Reserve will start the process of raising interest rates in March. If it exceeds expectations, it will still be bad for the market. At present, the focus of the oil market is still on the supply side. Therefore, in the medium term, we should pay attention to OPEC + production increase and the Federal Reserve’s interest rate increase.
more than 10% performance of active equity funds
The data show that among the active equity funds (common stock funds, partial stock mixed funds, balanced mixed funds and flexible allocation funds), 8 funds (A / C merger) have a yield of more than 10% during the year. Among them, Cathay Pacific new economy C, which was established only two weeks ago, ranked first with a yield of 16.21%, and Wanjia macro timing Multi Strategy and ICBC Credit Suisse ecological environment c ranked second and third with a yield of 14.57% and 13.92% respectively. Among them, ICBC Credit Suisse ecological environment c is also a newly established fund in February 2022.
top 20 performance of active equity funds
It is worth mentioning that the yields of the three funds managed by Huanghai exceeded 10% during the year. According to the data of heavy positions in the fourth quarter of 2021, these three funds have heavy positions in real estate stocks and coal stocks. For example, the larger scale of the master of thousands selection, for example, is a collection of thousands of thousands. At the end of 2021, the top ten heavy warehouse stocks at the end of 2021, for example, the larger scale of the master of thousands selection. At the end of 2021, the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year of the year, the year of, Shaanxi Coal Industry Company Limited(601225) .
However, the estimated increase in the net value of the three funds in the Yellow Sea on February 28 was quite different from the actual increase. For example, the estimated increase of Wanjia selection was 0.1% and the actual increase was 1.16%. Therefore, it may be speculated that the position adjustment has been carried out in the Yellow Sea since the beginning of the year.
In addition, among the fund managers with large management scale, the two funds managed by Qiu Dongrong performed well during the year. Zhonggeng’s value quality held in one year increased by 7.78% during the year, and Zhonggeng’s value pilot increased by 7.2%.
Due to the continuous excellent performance since the beginning of the year, Zhonggeng value pilot has issued purchase restriction orders twice. According to the fund’s announcement on February 22, if the single purchase amount of a single fund account (including conversion transfer in and regular fixed investment) exceeds 10000 yuan (excluding), Or if the total amount of multiple cumulative purchase applications (including conversion transfer in and fixed-term fixed investment) in a single fund account on a single day exceeds 10000 yuan (excluding), the fund manager has the right to refuse the application exceeding the limit.
some new funds have successfully “copied the bottom”
The sub new funds of some fund managers with growth style were established at the low point of the market. At present, the performance is relatively excellent.
Jianxin new energy C, a new fund jointly managed by Tao can, Tian Yuanquan and Zhang Xianglong, was established on January 27, with a current yield of 7.03%. Cinda Aoyin research optimization C managed by Feng Mingyuan was also established on January 27, with a current yield of 3.63%. Southern Medical and health care C, also established on January 27, has a current yield of 3.96%.
On January 28, the Shanghai Composite Index fell to the lowest point of 335656 in the year, and then gradually stabilized.
Northeast Securities Co.Ltd(000686) the latest view indicates that the industry configuration will shift to equilibrium in March. First of all, from the perspective of valuation and cost performance, it is suggested to pay attention to the mid and upper reaches of new energy materials, semiconductor equipment, CXO in medicine and other sectors that have oversold recently but have high prosperity and growth; Secondly, from the perspective of steady growth, the energy storage, power grid and calculation in the East and West related to the new infrastructure and the central enterprises of building materials related to the old infrastructure deserve attention; Finally, from the perspective of expected improvement, we can focus on the field of mass consumption (tourism, hotel, aviation, catering and sports) under the precision of epidemic prevention and promotion of consumption.
