Since 2022, holding funds (Xingji Global Holding Three -year Holding, Cinda Australia Yinzhiyuan held three years), FOF (Ping An Yingxi Mixed FOF), “Solid Harvest+” and other products are very popular. Buying tens of billions of funds has become a “structural” highlight of the fund issuance.
Public offering analysis pointed out that the trend of increasing the allocation of equity assets in residents’ wealth will not change. Compared with the fluctuation income of sharply ups and downs, stable income is becoming more and more popular. This is an important reason for the popularity of products such as holding funds and FOF since the beginning of the year. With the gradual maturity and rationality of Kimin’s behavior, the foundation will return to the track of “good and good”.
The highlight of “Structure” is prominent
Data show that as of January 25, a total of 85 funds have been established since 2022, with a total raised capital scale of 76.744 billion yuan, which is from the same period of 2021. dramatically drop. However, the reporter sorted out and found that there are still many “structural” highlights of this year’s new Fund.
The first is the popularity of the holding fund, with an influx of funds exceeding 10 billion yuan. The three -year holding of Xingzhi Global Holding 3 days (January 10th to January 11) received 5.984 billion yuan during the raising period, and the number of households with valid subscriptions exceeded 50,000; it was also held in three years. For three years, Cinda Australia Yinzhi has held a mixed three years, and it has also received about 4.8 billion yuan during the raising period. In addition, the one -year product of the one -year product sold by Guangfa Fund, Guangfa Ruiyu, holds a period of holding a period. It also exceeded 4 billion yuan, and the number of valid subscribed households reached 5,1039.
Folly, special products such as FOF and “solidaries+” are favored by investors. The Ping An Fund announced that the net subscription amount during the raising period of Ping An Yingxi Mixed FOF from January 5th to January 14 was 3.984 billion yuan, and 25,850 households were effectively subscribed. Anxin Fengsui Hybrid Fund, a subsidiary of Anxin Fund, was established on January 21 with a scale of 2.642 billion yuan and was effectively subscribed for 13,524 households.
Once again, the product issued by the manager of the emerging excellent fund is also better. For example, the Dacheng Juyou Growth Fund, which was coaches Han Chuang, was established on January 19 with a scale of 3.286 billion yuan and was effectively subscribed for 57,670 households. In 2021, the reform of Dacheng State -owned Enterprise Reform, Dacheng Emerging Industry, and Dacheng Ruijing’s yields in the management of Hanchuang reached 94.76%, 88.25%, and 84.19%, respectively, accounting for three of the top ten funds in the market that year.
Since 2022, some new Fund List
The pursuit of long -term stable income
“The environment has changed, and the mentality of the foundation will naturally be adjusted.” South China Chen Dong (a pseudonym) of public offerings told reporters that the new Fund has been cold since the beginning of the year, mainly for the scale of issuance. After 2020 and 2021After the grid switching, the foundation gradually became rational. Compared with the fluctuation income of large ups and downs, they are more preferred to a long -lasting stable income. This is a very important reason for the popularity of holding funds and FOF products.
Taking FOF as an example, Gao Ying, the manager of Ping An Yingxi Mixed FOF Fund and the director of Ping An Fund’s Pension Investment, told reporters that FOF is a very good investment tool for ordinary investors, which can effectively solve three investment three investment Pain point: First, the risk of “find the wrong direction”. Fund products can be divided into many categories according to the underlying assets. There will be certain rotations between different categories. Through FOF, the risk of decentralized investment to a single asset can be decentralized. Professional institutions that manage FOF will strictly abide by investment discipline and grasp the timing of investment to help overcome the shortcomings of human nature; the third is the risk of “selection”. In the management, FOF judges through quantitative assessment, combined with due diligence, and fund manager’s management experience, which helps improve the screening quality.
“With the continuous transformation and upgrading of the economic structure, residents will increase the allocation of equity assets through public funds, and Zeng Peng Market education has continued to advance, and the behavior of foundation has gradually matured and rational. It is believed that as the market has gradually recovered in the future, the foundation will return to the track of “good and easy to do”.
Grasp the opportunity of layout
Zeng Peng said that from a historical point of view, the decline in each round of the market is a good opportunity for excellent asset management institutions. Recently, although many excellent fund managers fluctuated, the scale of the fund has not seen significantly.
Gao Ying predicts that the market liquidity in 2022 is expected to continue the loose trend. Investment of stock funds needs to be targeted in a targeted way to find phased and structural investment opportunities; in terms of bond funds It will be relatively stable, and the traditional pure debt -type foundation will receive a certain amount of ticket benefits.
Feng Mingyuan, deputy general manager of Cinda Australia Fund, said that industrial upgrading will continue to deepen. The current period is in the early stage of a new round of science and technology cycle. The industrial industry chain is sticky and forms an excellent industrial chain supporting capabilities. The theme of emerging technology is still the mainstream investment opportunities in the A -share market in the next few years.
In the layout of the sector, Han Chuang said that he is optimistic about investment opportunities in the three major areas: First, the related fields of “Carbon Dafeng” and “Carbon neutrality”. The second is the midstream manufacturing industry. At present, the comparative advantage of manufacturing is more obvious. Among them, the manufacturing industry of the “Specialty Specialty” is a specific starting point for industrial upgrading, and there are major investment opportunities. The third is wealth management. In 2022, it will also focus on the development trend of the financial industry in wealth management. In -depth research will be conducted based on the medium and micro perspective, and financial stocks will be selected.