National team fund positions in the three quarter of the first selection of the top two industries –cancam

The national team fund in the three quarter of two industry preferred positions Stable Fund Channel – as of today, the disclosure of all fund three quarterly report is completed, the new trend of the concern of the 5 "national team" fund also surfaced. Announcements, 5 funds in the three quarter positions stable, compared with the two quarter, the stock position is only one percentage point change, manufacturing and financial sector is still the preferred configuration of the national team fund. According to Shanghai Securities News reported on October 26th, profit from the situation, the Chinese economy has become the new "national team" in the three quarter of the fund "most profitable" products, the three quarter profit reached 1 billion 854 million yuan, yifangda Rui Hui, Castrol new opportunities and southern consumer activity profit was 966 million yuan, 891 million yuan and 804 million yuan. Three the past quarter, only five of the "national team" Harvest Fund all positive earnings, the Chinese new economic performance is the best growth rate reached 5.81%, net worth in the three quarter, yifangda Rui Hui in the net growth rate of 5.50% followed by the net growth rate of Jiashi new opportunities and South consumption activity were 2.58% and 2.10%. From the position of the disclosure has been revealed, manufacturing and financial stocks is still the preferred configuration of the national team fund. Castrol new opportunities, new economy, China Southern consumption vitality and yifangda Ruihui manufacturing positions accounted for respectively 34.24%, 30.23%, 17.15% and 10.49%, market value accounted for the first. In China new economy as an example, before the three throne of Shanghai Pudong Development Bank, industrial bank and China Merchants Bank firmly occupy the top ten awkwardness, the proportion of total fund net assets totaled 11.89%. China Merchants Fengqing A awkwardness in the top ten, Beijing bank holdings accounted for up to eighth from tenth. It is worth noting that the three quarter ChinaNetCenter Jiashi new opportunities first entered the ranks of the top ten awkwardness, the number of shares to 3 million 286 thousand shares. In the future, "national team" fund trader said to grasp the structural opportunities in the market will be in the fourth quarter of key operation. The consumer activity fell sharply pointed out that a quarter of the full release of the risk, the two or three quarter of the overall A shares climbed slowly, the risk-free interest rate down again to further strengthen the asset transfer logic, the superposition stage of economic stabilization, the reforms to accelerate, will help boost investor risk appetite, to reflect the value of equity assets investment. Southern consumer vitality, said it would continue to maintain a neutral position, the structure is still the focus of the configuration underestimate the value of blue chip stocks, the focus of future investment will be to underestimate the value of the value of the margin of safety stocks. China new economy is that, at present, the industrial production has remained stable, mainly rely on real estate and infrastructure investment, both difficult to remain strong, further economic weakness risks still exist. "In the domestic economy and the improvement of sustainability is not strong and the fourth quarter of the Fed rate hike is expected to remain in the background, is expected in the four quarter of the market still lacks the trend of rising prices, are more concerned about the structure and the stock market and the market adjustment rebound opportunities." (source: Shanghai Securities News)相关的主题文章: