In 2022, all the quarterly reports of public funds were disclosed. Although the active equity funds suffered a certain net redemption in the first quarter, some active equity funds still attracted more money, some of them were funds with long-term leading performance, and others were funds managed by star fund managers.
shock the market, many star fund managers suck money against the trend
Data show that in the first quarter, active equity funds as a whole suffered some net redemptions, of which 103018 billion were net subscriptions for equity funds and 111455 billion were net redemptions for hybrid funds.
According to the first quarterly report of the fund, among equity funds (equity + hybrid), the largest net subscription in the first quarter was Changxin Jinli trend a managed by Gaoyuan. The net subscription share in the first quarter was nearly 5 billion, and the latest scale of the fund reached 4.862 billion yuan. In addition, Cai Songsong’s noan growth received a net subscription of more than 2 billion, Qiu Dongrong’s Zhonggeng value pilot and Shi Bo’s southern excellent growth also received a net subscription of more than 1.5 billion; There are also Ruiyuan growth value mix managed by Fu Pengbo, Guangfa Multi Strategy Mix managed by Lin Yingrui and Guangfa Ruiyi leading mix. The net subscription shares of Zhongtai Xingyuan value optimization mix and Zhongtai Yuheng value optimization mix managed by Jiang Cheng are also more than 400 million; The net growth of Wells Fargo Tianhui selected growth mixed fund shares managed by Zhu Shaoxing exceeded 200 million.
In addition, since the beginning of this year, the overall performance of the pharmaceutical sector has been poor. Many pharmaceutical funds under Ge Lan have still been added by investors against the market. For example, the net subscription share of China Europe medical and health (A / C) in the first quarter was about 655 million, and the latest scale of the fund reached 68.802 billion yuan. Another China Europe medical innovation (A / C) also received a total of 189 million net subscriptions in the first quarter, and the latest scale of the fund reached 11.536 billion yuan.
In the first quarter of this year, with the sharp adjustment of the market, the funds managed by Zhang Kun also showed different degrees of subscription and redemption. For example, in the first quarter of this year, e Fund Asia selected obtained 564 million copies of Jimin net subscription. In the first quarter of this year, with the significant adjustment of the market, Zhang Kun released the restrictions on the subscription of e fund’s high-quality selection, and Jimin net subscribed 49 million copies in the first quarter. The scale of the fund reached a historical peak of 40.11 billion yuan at the end of 2020, but now it has decreased to 16.87 billion yuan, shrinking by more than 23 billion yuan during the period. Zhang Kun managed another fund, e fund blue chip selection, which was redeemed by Jimin in the first quarter. Under the combined influence, the scale of e fund blue chip selection fund decreased by 12.35 billion yuan to 55.27 billion yuan at the end of the first quarter of this year.
In the first quarter, the A-share market fluctuated more than once. The reporter noted that many “top flow” fund managers also encountered net redemptions. For example, in combination with the total subscription / redemption shares of the fund during the reporting period, except one fund under Liu Yanchun’s management was in the closed period, all the other five funds were net redeemed. Among them, the first quarterly report of Jingshun Great Wall’s excellent growth was redeemed the most, reaching 346 million. Liu Yanchun’s management scale decreased from 97.85 billion yuan at the end of 2021 to 74.835 billion yuan at the end of the first quarter.
In addition to one closed-end fund managed by Xie Zhiyu, Xingquan Herun lof received a net subscription of 607 million, and Xingquan trend and Xingquan Heyi received a net redemption of 457 million and 479 million respectively. According to the arrangement, Xie Zhiyu’s management scale decreased from 96.345 billion yuan at the end of 2021 to 76.337 billion yuan at the end of the first quarter.
in the first quarter, “fixed income +” was still favored, and the net subscription share of multiple products exceeded 8 billion
Since this year, the shock adjustment of the A-share market has not only made the withdrawal of partial stock funds obvious, but also made some “fixed income +” products withdraw in the short term. However, from the data of the first quarterly report of the fund, the “fixed income +” fund bucked the trend and received a large number of subscriptions from investors in the first quarter.
According to the first quarterly report of the fund, the net subscription shares of China Merchants Anhua A and Wells Fargo AB in the first quarter were as high as 95.01 respectively
Million shares and 8.026 billion shares, temporarily ranking first and second in “fixed income +” gold absorption, followed by Tianhong Yongli bond B, CCB stable Deli A and GF Jiyu a, with a net subscription share of 5.561 billion, 4.615 billion and 4.528 billion respectively in the first quarter, and 10 “fixed income +” products with a net subscription share of more than 2 billion in the first quarter.
first quarter index funds received 100 billion net subscriptions
In the first quarter, the index fund became the “king of attracting money”, which was purchased 107 billion 730 million copies altogether. Among them, the Baijiu liquor index fund of China Merchants has received over 8 billion copies of the net purchase, and the net growth of China’s 50ETF, Huaan gem 50ETF, Warburg ETF, Cathay Pacific Securities ETF, and China chip ETF are all above 3 billion.
In the volatile market, bond funds and monetary funds also attract gold. Compared with the end of last year, the scale of bond funds increased by 56.275 billion yuan and the scale of monetary funds increased by 531309 billion yuan in the first quarter.
In addition, QDII fund received a total of 63.472 billion net subscriptions in the first quarter. Among them, ETF (QDII) related to the Internet sector has become the king of gold absorption. For example, the share of ETF (QDII) of Huaxia Hang Seng Internet technology industry increased by 16.258 billion, and the share of e fund CSI overseas China Internet 50 (qdii-etf) and Huaxia Hang Seng technology ETF (QDII) also increased by more than 5 billion.
