Annual closing of the forthcoming financial funds’ 4 funds are among the top 10 in their class
The 2019 close is imminent, with the Shanghai Composite Index starting at 2465 at the beginning of the year.
At 29 o’clock, it rises first and then stays down. It is still at 3,000 points.
This year, public funds have achieved significant excess returns and demonstrated professional investment capabilities.
According to Galaxy Securities statistics, as of December 27, the average increase of stock funds and hybrid funds has exceeded 30%.
Among them, the old-fashioned fund company Rongtong Fund belongs to 4 funds with a return of more than 70%, ranking among the top ten in the same category; another 10 funds with a return of more than 50% have outstanding performance.
According to data from Galaxy Securities, as of December 27 this 武汉夜生活网 year, the mixed performance of Rongtong’s health industry was 82.
28% (the benchmark for the same period is up by 23.
41%), among the 459 flexible allocation funds (0-95% of stock upper and lower limit + 60% -100% of benchmark stock ratio), ranked 5th; the net value of the financial industry boom rose by 81.
95% (the benchmark for the same period increased by 23.
45%), ranking 3rd among 175 ordinary partial stock funds; Rongtong China Wind No. 1 net value rose 79.
88% (compared with the benchmark for the same period of performance increased by 16.
90%), among 440 flexible allocation funds (0-95% of stock upper and lower limits + 30% -60% of the benchmark stock ratio), ranked 4th; the net value of the three powers of Rongtong Conversion increased by 75.
02% (the benchmark for the same period increased by 16.
90%), ranked 6th among 440 flexible allocation funds (0-95% of stock upper and lower limit + 30% -60% of benchmark stock ratio).
In addition, 11 domestic funds driven by Rongtong, Rongtong New Energy Vehicles, Rongtong Healthcare, etc. also have annual internal income of more than 50% (the benchmarks for the same period are 26 respectively).
Pulling the far end, we can also find that the products affiliated with Rongtong Fund are better at winning in long-distance running.
The three powers of Rongtong Transformation have returned 86 in the past three years.
30% (the benchmark for the same period increased by 12.
93%), ranking 2nd among 206 similar funds; the financial industry boom in the past three years has returned 71.
01% (the benchmark for the same period increased by 16.
62%), ranking 3rd among 131 similar funds; Rongtong China Wind No. 1 has a return of 67 in the past three years.
24% (the benchmark for the same period increased by 12.
93%), ranking 8th among 206 similar funds.
The reason why Rongtong Fund’s performance is stable and healthy is that it has paid close attention to the ability development of fund managers and representatives, continued to promote investment and research integration construction, fund manager’s ability portfolio construction, and industry comparison methodologies based on public portfolios.Rich and perfect.
On equity investment, Rongtong Fund will truly link the investment and research integration platform to the investment department and research department.
The core idea of Rongtong Fund’s investment and research integration is “research-driven investment” instead of the traditional “intervention-driven investment”.
To put it simply, fund managers are only responsible for the funds they manage. At the same time, as members of investment and research integration, they need to participate in the research of outstanding long-term industries and individual stocks, and perform related corrections to complete the construction of public portfolios.
In the construction of the public combination, all members participate, all members share, and operate through a solid offer.
Everyone’s contribution is reflected in the attribution analysis of excess returns.
The investment and research integration platform encourages everyone to give play to their own advantages and jointly form the platform’s diversified Alpha capability.
Galaxy Securities statistics show that since 2017, the company’s equity investment performance has steadily improved, and this year it has reached the highest level in the company’s history.
In 2018, Rongtong Fund’s equity investment capability ranked in the top 24% of the industry; this year, at the end of November, it ranked in the top 16% of the industry.