1. Review of the underlying market
Unconsciously, half a year has passed, and the domestic stock market has had twists and turns in the first half of the year, with major stock indexes rising less and falling more, with the Shanghai Stock Exchange 50 leading the rise, and the CSI 1000 and Kechuang 50 bottoming out.
Source: iFund; Data date: 2024/1/1-6.28
In terms of industries, Shenwan's 31 first-class industries rose less and fell more, led by banks, coal, and public utilities; General, computer, and commercial retail fell at the bottom.
Source: iFund; Data date: 2024/1/1-6.28
At the individual stock level, according to ifund data, there were 5,363 stocks in A-shares, with an average decline of 21.89% in the first half of the year. According to market capitalization statistics, there are 12 companies with more than 500 billion yuan, with an average increase of 24.05%;
82 companies with 100 billion to 500 billion yuan, with an average increase of 10.38%;
118 companies with 50 billion to 100 billion yuan, with an average increase of 7.01%;
847 companies with 10 billion to 50 billion yuan, with an average decline of 6.30%;
814 companies with 5 billion to 10 billion yuan, with an average decline of 16.33%;
There were 3,486 companies with 000 million to 5 billion, with an average decline of 28.90%.
Small-capitalization companies, the performance is miserable!
Source: iFund; Data date: 2024/1/1-6.28
2. The overall performance of equity funds
Affected by the underlying market, active equity funds rose less and fell more, with the average decline of common equity funds being 5.48%, the average decline of partial stock hybrid funds being 5.10%, and the average decline of flexible allocation hybrid funds being 3.71%.
1. Actively manage equity funds
Manulife Transformation Opportunities Stock A topped the list with a return of 26.01%, and 4 actively managed equity funds rose by more than 20% in the first half of the year, with GF occupying 2 seats.
Table 1: Top 10 Actively Managed Equity Funds
Source: iFund; Data date: 2024/1/1-6.28
The bottom 10 equity funds all fell by more than 24%, mainly pharmaceutical funds.
Table 2: Bottom 10 actively managed equity funds
Source: iFund; Data date: 2024/1/1-6.28
2. Mixed equity funds
Manulife Fund's Wang Peng's 2 partial stock mixed funds won the crown, and the half-year increase was more than 30%, among the top 10, Wang Peng occupied 4 seats, and Yongying Fund occupied 2 seats.
Table 3: Top 10 Equity Mixed Funds
Source: iFund; Data date: 2024/1/1-6.28
The bottom 10 partial stock mixed funds all fell by more than 30%, and China Commercial Taixin accounted for 2 seats each.
Table 4: Bottom 10 Mixed Equity Funds
Source: iFund; Data date: 2024/1/1-6.28
3. Flexible allocation of mixed funds
Manulife Growth Blend managed by Wang Peng ranked first with a return of 28.76%, and Soochow Fund occupied 2 seats in the top 10.
Table 5: Top 10 Flexible Allocation Mixed Funds
Source: iFund; Data date: 2024/1/1-6.28
Most of the 10 flexible allocation hybrid funds at the bottom fell by more than 30%, with China Commercial Pioneer accounting for 2 seats each.
Table 6: Flexible Configuration of the Last 10 Mixed Digits
Source: iFund; Data date: 2024/1/1-6.28
The half-year performance of equity funds has come to an end for the time being, and we will continue to review the returns of other types of funds in the future, so stay tuned.