On the first trading day of 2022, 18 new funds such as Dacheng Juyou growth and Fuguo trend priority entered the issuance period at the same time. At present, more than 80 funds have been issued in January. It is reported that several public offering star fund managers such as Cinda Aoyin fund Feng Mingyuan, Yinhua Fund Li Xiaoxing and Dacheng Fund Han Chuang all appeared and made a “good start”.
Insiders said that the schedule of fund sales channels has been quite intensive, and many fund companies have even spent a lot of money on advertising to compete for the first wave of market funds this year.
equity funds become the main force of the sprint
Statistics show that as of January 4, 85 public funds have been scheduled for new issuance, setting off the first wave of issuance climax in 2022. Among them, equity funds have become the focus of the layout of public funds, and 62 equity funds have been issued one after another.
At present, Wells Fargo fund has arranged 6 new funds, with the largest number; GF fund, China Europe Fund, Harvest Fund and Boshi fund also arranged three new funds to be issued successively.
From the track point of view, the public funds mainly arranged new energy, pharmaceutical industry and other tracks. Specifically, Soochow new energy vehicles, China Merchants Energy Transformation and harvest CSI photovoltaic industry were successively issued in January; Everbright Prudential China Securities all refer to medical device ETF, Hengyue medical health selection, founder Fubang China Securities medicine and medical device innovation ETF, etc.
In the face of the highly competitive fund issuance market, many fund companies have played star cards, including Cinda Aoyin fund Feng Mingyuan, Yinhua Fund Li Xiaoxing, Dacheng Fund Han Chuang, Golden Eagle Fund Han Guangzhe, Shanghai Investment Morgan Du Meng, etc. will successively issue new funds in January.
Dacheng state-owned enterprise reform managed by Hanchuang achieved 94.76% investment income in 2021, ranking the third in the performance of hybrid funds in 2021. Public information shows that Dacheng Juyou growth managed by Hanchuang was officially released on January 4.
Feng Mingyuan, a star fund manager, is famous for his outstanding long-term performance. As of December 31, 2021, the investment income of Cinda Aoyin new energy industry managed by Feng Mingyuan in recent five years had reached 427.28%, ranking first among similar funds. Public information shows that the three-year holding period of Cinda Aoyin Zhiyuan managed by Feng Mingyuan will be officially unveiled on January 12.
optimistic about investment opportunities in 2022
The reporter learned that recently, Internet platforms and traditional banking channels have actively adjusted the sales schedule, and fund companies are also required to put advertisements in advance to build momentum for the new fund.
Meanwhile, institutional investors are generally optimistic about investment opportunities in 2022. New funds have been established one after another, which is expected to bring incremental funds to the market.
Looking forward to 2022, Huang Zhen, executive director of equity investment and research headquarters of ChuangJin Hexin fund, believes that the market will continue to differentiate, but tend to converge. The performance growth rate of the CSI 300 index will probably be higher than that of the CSI 500 index. Under the background of the decline of the overall performance growth rate, the relative performance growth rate of medicine and consumption will be significantly higher, which is optimistic about the relative performance of the CSI 300 index. This year, the investment style of the market will become more balanced, and growth will be the long-term main line, focusing on companies that can grow continuously.
Han Chuang, fund manager of Dacheng Fund, said that he is optimistic about the expectation of 2022 and the market style will be more balanced. In terms of liquidity, at present, it is at the turning point of residents’ wealth allocation from real estate to equity assets, and there is no worry about the liquidity of the stock market.
Specifically, Hanchuang is optimistic about two major directions: first, the “double carbon” theme, including four aspects: traditional high energy consumption industries, new energy industries, power system fields, new materials and new technologies for energy conservation and consumption reduction, and there are huge investment opportunities; Second, in the midstream manufacturing industry, industrial policies emerge one after another, and it has become a consensus that emerging industries receive policy support. The “specialized and special new” manufacturing industry is the specific starting point of China’s industrial upgrading, and there will be major opportunities.
(Shanghai Securities News)
