Looking back at 2021, the macro-economy and capital market are not a smooth road, but there will always be firm strength, which makes us believe that China’s capital market is moving towards a new height and a number of excellent listed companies are moving towards excellence.
This year, China’s public fund industry made great strides forward and maintained a high-speed development trend, with a total scale of 25 trillion yuan, reaching another record high. The number of investors is rising, the number of effective accounts of public funds is approaching 1.2 billion, the public influence is rapidly enlarged, flowers and doubts are pouring in, and the whole industry is under unprecedented attention.
In the billowing torrent of the great era, how can we take the road under our feet? In a market where there is always uncertainty, how can we make investors move forward? How can we bring more beauty and hope to the world in the necessary cold winter—— These questions are worth asking and introspection from time to time.
“No one can determine the direction of the financial market. The best investment strategy is to keep a clear head and stick to it.”.
This investment motto is also suitable for public funds in a period of rapid growth. The “strategy” of GF is to do the right thing and stick to it, and time will give the answer. As one of the industry leaders, GF has always unswervingly taken the road of “strengthening specialty” and continuously improved its investment management ability; Adhere to customer-centered, improve the investor education service system; Adhere to being a responsible corporate citizen, do your best to act, and gather strength for more people.
Adhere to the road of “strengthening specialty”, 16 funds have returned more than 200% in recent three years
Looking back at 2021, the market tells us that things that have never happened in the past will indeed happen, and the luck of “this time is really different” will still fail. Many asset prices deviate abnormally, and the income performance is sharply divided; The high spirits and optimism at the beginning of the year were eventually disintegrated; The seemingly flawless business model will also encounter the boundary of development and expansion; The pendulum of the market swung back and forth between the two camps, and pessimism and optimism jumped repeatedly.
In the structural market where investment has become more difficult in recent years, more and more individual investors begin to choose fund products as household financial asset allocation tools. Specialty is the foundation of the financial industry, and investment and research ability is the housekeeping skill of the fund industry.
Taking GF as an example, in 2018, the company launched a new round of five-year strategic planning and determined the strategic positioning of “taking active management as the core” based on the origin of the industry and its own ability endowment. The premise of “taking active management as the core” is to build a leading investment capability. Through continuous exploration and summary in practice, Guangfa has embarked on a high-quality development path to provide a steady stream of kinetic energy for professional capacity-building.
First, continuously improve the investment team’s stylized and professional investment ability, and promote the diversification and stability of product style. By optimizing the organizational structure and strengthening process management, cultivate a clear and diversified investment style to meet the configuration needs of investors under different investment objectives, economic cycles and market environment. At the same time, help investors focus on the ability circle according to their knowledge endowment and resource accumulation, and strive to be the best in their fields.
Secondly, strengthen the construction of talent team and create a virtuous circle of mutual promotion between the company’s platform and excellent talents. The leading investment ability is inseparable from the high-quality talent team. On the one hand, through internal training and external introduction, GF has created an excellent and complete investment and research talent team to provide strong support for the stability and sustainability of investment performance; On the other hand, build an efficient exhibition platform, constantly strengthen the systematic support of research, risk control and financial technology, and create an open and inclusive working atmosphere, so that excellent talents can be fully empowered and realize their own growth on the company’s platform.
Finally, adhere to the medium and long-term performance orientation and strive to create long-term, stable and sustainable returns for investors. GF gives higher weight to long-term performance in assessment, guides investors to accumulate long-term performance and maintain stable product style.
In recent years, the core competitiveness of investment management of GF has been further consolidated, and the excellent investment ability has created a good return for the holders. By the end of 2021, galaxy securities data showed that the annual net worth growth rate of 13 funds under GF (multiple shares are calculated based on Class A / RMB shares only, the same below) exceeded 30%, the net worth growth rate of 16 funds in recent three years exceeded 200%, and the net worth growth rate of 5 funds in recent three years exceeded 300%; Haitong Securities Company Limited(600837) according to the recently released performance ranking of equity and fixed income assets of fund companies, GF ranked second among the 11 large equity fund companies in terms of return on equity assets in recent one year and three years.
We will continue to promote investor education and accompany investors through the ups and downs of the market for a long time
Investors are important participants in the capital market and the basis for the sustainable development of the capital market. At present, individual investors in China’s capital market have exceeded 190 million, and small and medium-sized investors with a market value of less than 500000 yuan account for 97%; The number of effective accounts of investors participating in the capital market through public funds reached 1.19 billion, involving the vital interests of hundreds of millions of families. The importance of investor education services is self-evident.
Referring to the investment and education services of GF, many senior investors may remember that during the A-share bear market in 2005, 2008 and 2013, the fund sales were in the doldrums and the market sentiment was at the freezing point. GF has held the investor service activities of “heart Bridge trip”, and through rich exchange activities such as “fund lecture”, “entering listed companies”, “entering GF” and “quarterly investment strategy meeting”, Deliver the latest market information and professional investment ideas to investors, which are deeply recognized by investors. This activity once held in several rounds of bear market of A-Shares not only conveys scientific ideas and methods to investors, but also represents the initial intention of standing with the holders to spend the cold winter of the securities market together.
Today, the “heart Bridge Tour” has become a key brand of investment and education services of GF. It has organized more than 1000 activities in 2020 and more than 1500 activities in 2021, covering more than 100000 consignment channel outlets and reaching more than one million investors.
In 2021, at the call of China Securities Investment Fund Industry Association, GF officially launched a series of education activities for investors in third and fourth tier cities and universities, including “one company, one province and one university”. First, it went into third and fourth tier cities to carry out thematic education activities such as popularization of financial management knowledge, prevention of illegal investment activities and financial fraud, The second is to organize funds to invest in popular science education activities for college students to jointly cultivate healthy financial values. Through a series of Wuxi Online Offline Communication Information Technology Co.Ltd(300959) activities such as financial salon lectures, literature and art popular science programs and simulated investment competitions, we can help investors improve their financial literacy and protect their legitimate rights and interests.
Considering the background of the normalization of epidemic prevention and control, the gradual networking of investment and financial services, and the trend of more financial products and investment behaviors to be transferred online; At the same time, the new media platform is booming and has the advantages of fast speed and high efficiency in communication. The investment and teaching services of Guangfa fund are also keeping pace with the times, constantly innovating the content form and communication platform, continuously enriching and expanding the investment and teaching channels, striving to improve the arrival rate, expand the coverage, and provide free, professional and convenient investment and teaching services for more investors. According to incomplete statistics, the investment and education services of GF have covered more than 34 million people.
Adhere to being a responsible corporate citizen and create more beautiful for the society
Come to society and give back to society. With the transfer of residents’ wealth allocation to the stock market and the vigorous development of asset management industry, more and more fund companies are not only realizing their own growth, but also creating more value for customers and the society.
Fund companies have unique advantages in fulfilling their social responsibilities. They can not only participate in social public welfare projects like other social organizations, but also act as asset managers to promote economic transformation, upgrading and sustainable development by taking advantage of professional investment management ability and financial resource allocation advantages.
As one of the industry leaders, GF has integrated institutional development into the tide of the development of the times, improved the ESG investment system, devoted itself to social welfare, combined internal and external measures, and actively played its role in serving the real economy, building a new development pattern and promoting common prosperity. Due to its exemplary and leading role in fulfilling social responsibility, GF was awarded the “ESG – shared value contribution award” in the “2021 China corporate social responsibility list” by China first finance and economics.
In the hard battle of achieving carbon peak and carbon neutralization, the financial industry with the function of resource allocation needs to play an important leading role. GF actively practices ESG investment and implements the concept of green investment. It hopes to guide listed enterprises and investors to pay more attention to the harmonious unity of economic and social benefits through the evolution of investment framework. It is reported that GF has joined the United Nations Organization for responsible investment principles and promised to integrate environmental, social and governance factors into investment decisions; At the same time, it issued and operated several green index products and actively guided financial resources to focus on environmental protection industry leaders such as photovoltaic and energy storage.
In addition to achieving its own development and continuously improving its business and professional capabilities, Guangfa has never forgotten to benefit the society, cultivate the feelings of home and country, consciously shoulder the mission of the times and help realize the vision of an era of common prosperity.
In the battle of poverty alleviation launched by the whole country, GF assumed the responsibility of corporate citizens and actively participated in the assistance and investment in many key poverty alleviation areas such as Xinghe County in Inner Mongolia, Min County in Gansu and Dangchang County in Gansu; Participated in the “Guangdong poverty relief day” for 11 consecutive years and was rated as the “advanced unit of poverty relief donation”. After the war, the company set the main goal of “Promoting Rural Revitalization with education” and tried to add color to the magnificent picture of Rural Revitalization. Guangfa has established a multi-level education public welfare support system to help the development of education in underdeveloped areas. Public welfare projects such as “gathering wealth and building dreams education public welfare plan” and “reading promotion support plan” have provided educational resources and spiritual source for nearly 50 schools and nearly 10000 students in underdeveloped areas, and built the ability to see and meet the future. Up to now, Guangfa fund has invested more than 54 million yuan in public welfare undertakings such as promoting education and student aid, poverty alleviation and relief, emergency disaster relief and medical aid.
But the path is green and green. Bid farewell to 2021, which is made up of countless difficulties and flowers, and usher in a new 2022. It is precisely because these pioneers insist on doing the right thing that we still believe in the long-term power and that this power will be transmitted to more people. Glory begins again, and the original heart remains the same. The public fund industry is bending into the great rivers of residents’ wealth management, and is determined to move forward in the tide of the times; Beautiful new journey, go all out. It is expected that more and more fund companies will continue to walk with investors, keep pace with the times, and depict a new chapter in the fund industry that will live up to its mission and the times in the new time ring.
(Securities Times)
