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Financial Investment News reporter Liu Qinghua
The market ended in the first half of the year, and the investment performance of various types of funds was also released. In the first half of this year, the returns of funds investing in risky assets (such as domestic and foreign stocks and commodities) were full of highlights.
Wind data shows that thanks to the rise in U.S. stocks, QDII funds investing in U.S. technology stocks have gained a lot, with two funds yielding more than 30% and a single fund earning up to about 34%. Among the equity funds invested in the domestic market, the returns of funds holding artificial intelligence, gold, and high-dividend stocks are leading, and some funds have a yield of 30%; Some funds invested in small and micro market capitalization and the Beijing Stock Exchange have obvious losses, with a maximum loss of nearly 39% for a single fund.
QDII funds lead the way in terms of returns from investing in the AI industry chain
In the first half of this year, U.S. stocks fluctuated upward, with the S&P 500 and Nasdaq hitting new highs at the end of June. Data shows that throughout the first half of the year, the S&P 500 index and the Nasdaq index rose by 18.13% and 14.48%, respectively, while the A-share CSI 300 index rose by 0.89% during the same period.
Source: Wind
QDII funds invested in U.S. stocks performed well in the first half of the year. Invesco Great Wall Nasdaq Technology Market Cap Weighted ETF and CCB Emerging Markets Select A achieved returns of 33.71% and 31.86% respectively, making them the two funds with the highest returns in the first half of the year.
Among them, CCB Emerging Markets Preferred A is an actively managed QDII hybrid fund, and its holdings at the end of the first quarter are mainly companies in the AI-related high-end chip and semiconductor industry chain in the U.S. stock market.
Invesco Great Wall NASDAQ Technology Market Cap Weighted Connect A, Tianhong Global High-end Manufacturing A, E Fund S&P Information Technology A RMB, and ChinaAMC Global Technology Pioneer RMB achieved returns of 27.84%, 27.76%, 25.80%, and 24.48% respectively, leading QDII equity and QDII hybrid funds. These funds are mainly invested in technology stocks in the US stocks.
Hybrid funds
Two funds have yielded more than 30%
In the first half of the year, in the context of the fluctuation of the A-share market, the net value of equity funds invested in the domestic market also fluctuated, and some funds grasped the structural situation of the A-share market and achieved good returns.
Source: Wind
According to Wind statistics, in the first half of the year, there were two equity funds with a yield of more than 30%, namely Manulife Prosperity Pilot Holding for two years and Manulife Prosperity Smart Selection Holding A for 18 months, with yields of 30.19% and 30.06% respectively, both of which are hybrid funds. The first quarterly report shows that the allocation of the two funds is relatively similar, mainly holding artificial intelligence, non-ferrous metals, electronics and some high-dividend stocks. Taking Manulife Prosperity Pilot as an example, among its top ten heavy stocks, the stock prices of Xinyisheng, Industrial Fortune Union, Zhongji Innolight, and Shanghai Electric Co., Ltd. have performed well this year.
Yongying Dividend Preferred A, Manulife Emerging Boom Leader A, and Manulife Growth also achieved yields of 29.98%, 29.71%, and 28.76% respectively. Win Dividend Preferred A mainly holds high-dividend stocks, and the industry is dominated by utilities.
On the list of decliners, Jinyuan Shun'an Industrial Reserve A, Tongtai Kaitai A, China Securities Construction Investment Beijing Stock Exchange Select Two-Year Fixed Opening A, Taixin Modern Service Industry, and Oriental Alpha Zhaoyang A yields were -38.58%, -37.24%, -35.40%, -34.93%, and -33.81% respectively. These funds are primarily invested in small and micro market capitalization stocks.
Equity funds
The Shanghai-Hong Kong-Shenzhen Fund performed well
In terms of equity funds, Manulife Transformation Opportunity A, Bank of China Hong Kong Stock Connect Advantage Growth, GF Resources Preferred A, and GF Shanghai-Hong Kong-Shenzhen New Start A lead in yield, with 26.01%, 22.48%, 20.67%, and 20.22% respectively, among them, Bank of China Hong Kong Stock Connect Advantage Growth and GF Shanghai-Hong Kong-Shenzhen New Start A are mainly invested in Hong Kong Stock Connect targets, seizing the rebound opportunity of Hong Kong stocks since the second quarter. GF Resources Preferred A is heavily equipped with non-ferrous metals, especially the precious metal gold.
Source: Wind
On the list of decliners, Shenwan Lingxin Pharmaceutical Pioneer A, CEIBS Medical Innovation A, Shenwan Lingxin Digital Industry A, Golden Eagle Medical and Health Industry A, and Chuangjin Hexin Software Industry A were among the top decliners, with -30.42%, -27.40%, -26.68%, -26.14%, and -25.84% respectively. At the end of the first quarter, Shenwan Lingxin Digital Industry A focused on the electronics, computer and other industries on the Science and Technology Innovation Board; Chuangjin Hexin Software Industry A mainly configures computers. The remaining 3 funds are mainly allocated to the medical sector.
Index funds
The BSE 50 Index Fund is at the bottom
In terms of index funds, a total of 13 funds have a return of more than 20%, mainly funds tracking gold, state-owned enterprises and central enterprises, energy, banks and other related indices.
The top yielding funds include ChinaAMC CSI Shanghai-Shenzhen-Hong Kong Gold Industry Equity ETF, CSOP FTSE China State-owned Enterprises Open and Win-Win ETF, Ping An FTSE China State-owned Enterprises Open and Win-Win ETF, Cathay FTSE China State-owned Enterprises Open and Win-Win ETF, and Bosera CSI Guoxin Central Enterprises Modern Energy ETF, with yields of 28.12%, 24.28%, 24.05%, 23.89% and 22.43%.
Source: Wind
ChinaAMC CSI CSI Shanghai and Hong Kong Gold Industry Equity ETF mainly invests in the precious metals sector; The FTSE China SOE Open and Win-Win ETF tracks the FTSE China State-owned Enterprises Open and Win-Win Index, which mainly invests in A-share and Hong Kong-listed state-owned enterprises under the State-owned Assets Supervision and Administration Commission of the State Council, such as Sinopec, PetroChina, China State Construction, China Mobile, China Railway Construction, CNOOC, etc.; Bosera CSI Guoxin Central Enterprises Modern Energy ETF mainly invests in central enterprises in the energy industry, including Yangtze River Power, Guodian NARI, China Nuclear Power, Three Gorges Energy, etc.
On the list of decliners, the fund tracking the BSE 50 Index is at the bottom. For example, Wanjia BSE 50 Component Index A, CUAM BSE 50 Component A, CSOP BSE 50 Component A, ChinaAMC BSE 50 Component A, and Harvest BSE 50 Component A, the yields were -33.06%, -33.03%, -33.01%, -32.91%, and -32.73% respectively.
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