Shares and bonds rose to achieve mixed Kip rose pattern, Baoying and rich countries rose over 62% to lead similar

Shares and bonds rose to achieve mixed Kip rose pattern, Baoying and rich countries rose over 62% to lead similar
Original title: Shares and debts rose together, mixed Kip rose, Baoying and rich nations rose more than 62% to lead similar Chinese economic net Beijing August 5 (Reporter Li Rongkangbo) as a hybrid type that can flexibly invest in stock assets and bond assetsFunds, benefiting from the same rise in the stock market and the bond market in the first seven months of this year. Among the hybrid funds with more than 3,000 in the market that have only comparable data, the number of funds with performance income accounted for 98%.Basic products, with stock assets as the mainstay, heavy storage consumption and agricultural stocks have become common characteristics.  Among them, Baoying Xinrui A and Wells Fargo’s consumer theme are certainly outstanding, because the two funds increased by 62 in July respectively.09%, 62.01%, ranked first, runner-up, can be said to be indifferent.From the top ten heavy storage stocks of Baoying Xinrui A in the first half of the year, the stocks of the agricultural, forestry, animal husbandry and fishery industries such as Wen’s, Zhongju High-tech, Makihara, and New Hope are well-documented. In addition, there are liquor stocks such as Wuliangye, Guizhou Maotai andAs well as individual real estate stocks, after the overall rise of A shares in the first quarter, there was a shock in the second quarter, but the fund’s performance continued to show trends in the second quarter.  Wells Fargo’s consumption theme itself has attracted special attention from others. Its main fund manager, Wang Yuanyuan, has many years of experience, which has given him a special interest in the consumer industry. Since taking over the fund on June 16, 2017, its cumulative service return has reached as high as55.27%.From the perspective of heavy storage stocks, in addition to the fixed holding of leading liquor stocks, Wang Yuanyuan also has deep research in many consumer fields such as home furnishings, home appliances, e-commerce, and papermaking.  From the comparison of the second quarter report and the first quarter report of this year, Wang Yuanyuan made precise positions in two liquor stocks in Guizhou Moutai and Wuliangye in the second quarter. In addition, it also significantly increased positions in Yili, Xinhecheng and Hualan Biological.The rich country consumer theme can also live up to the test of the second-quarter market adjustment and grow against the trend.32%.  Wang Yuanyuan believes that under the background that the A-share market is becoming more mature and the investor structure is becoming more and more balanced, relatively stable consumer stocks will have a change in the center’s gradual rise.Of course, as long as life continues, people will need to live, eat, live, and consume, and consumption investment opportunities will always exist.  Regarding the market in the second half of the year, Wang Yuanyuan continued to be optimistic about consumer stocks, focusing on three trends: First, the increase in brand market share, companies that have solid brand and channel construction can survive, small businesses withdraw, and leading companies enter the dividend of performance improvementSecond, consumption upgrade is the general trend; third, innovation in the consumer field, including products, services and business models.  From the drop list, although the performance of the poor positions of the fund’s heavy stocks are different, but the situation of heavy stock brokers and technology stocks is still partially outstanding, becoming the Minsheng Jiaying New Power A, the fund’s previous July performance reached -8.33%, and even in a quarter, the shareholding was decentralized but under the influence of the overall market rebound, there were still 9.72% increase.However, in the second quarter, four of the top ten heavy positions were brokerage stocks. The second quarter report showed that positions in financial stocks accounted for 28% of the fund’s net asset value.32%, is the largest heavy storage industry, followed by manufacturing, reaching 12.51%.However, even if the stock position is not high, the fund’s net value has dropped by 18 in some processes of the market.21%, coupled with the broader market continued in July, the final drawdown was not satisfactory.  In the first seven months of the mixed fund, the top 40 ranking securities referred to as the gradual unit net value scale for the first seven months of July. The scale of securities was referred to as the gradual unit net value expansion for the first seven months of the year.093.3808 Dongxing Core Growth C-16.560.06802 Rich Country Consumption Theme 62.0113.5836 Dongxing Core Growth A-15.930.02273 Hui’an Fortress A61.731.8149 Huaan Xintaili A-8.642.99904 Hui’an Fortress C61.710.0000 Huaan Xintaili C-8.620.13455 Yifang Daruiheng 58.392.5136 People’s Livelihood and Silver New Power A-8.330.17556 Yinhua Domestic Demand 57.2014.9706 Greenbury C-7.250.00647 West gains Jingrui 56.871.5017 Greenbury A-7.160.00278 Huatai Borui industry leading 56.162.1272 Hengyue Research Selected C-7.080.00009 Penghua Industry Selection 53.778.3262 Hengyue core selection C-6.890.002710 Huitianfu consumer industry 53.6765.1861 Jinxin Quantitative Selection-6.730.895411 Qianhai open source China’s scarce asset A53.325.5183 Hui’an Assets Rotation -5.840.841112 Qianhai Open Sources China’s Scarce Asset C53.282.7771 Golden Eagle Yuan and C-5.800.255813 E Fund Modern Services 53.0713.9540 Golden Eagle Yuan and A-5.412.413314 Financial health industry 52.701.3088 Oriental Quantitative Multi-Strategy-5.080.587215 Penghua consumption is preferably 52.559.5078 People’s livelihood and silver selection -5.061.109216 Boss Healthcare A52.2510.0730 Zhongtai Yuhengheng value is preferred -4.6112.880617 Huaan Ecological Priority 52.085.0966 Hui’an core growth C-4.030.036718 Soochow New Industry Selected 51.961.6811 Baoying Xiangrui A-3.880.253519 Huaan Zhizeng Selected 51.603.0522 Rich Country New Trend C-3.350.079220 Golden Eagle Theme Advantage 51.007.3113 Hui’an core growth A-3.251.446721 Yifangda SOE Reform 50.651.4227 Dongxing Zhongzhi preferred -3.120.051322 Yinhua consumer theme rating 50.281.5887 Rich Country New Trend A-3.070.988323 Qianhai open source diversified strategy A50.241.1339 Kai Shichun Industry Selected C-2.780.010024 Qianhai Open Source Diversified Strategy C50.152.2970 Dongxing Quantitative Multi-Strategy-2.780.110025 GF dual engine upgrade 50.010.4862 National Jinxinxin-2.730.011426 Huatai Borui Healthy Life 49.926.0617 Pioneer Juyou C-2.630.018127 Great Wall brand is preferred 49.4835.0.37 million social responsibilities are scheduled for C-2.490.143728 Rong China Wind No. 1 48.866.7474 Kai Shizhan C-2.461.580029 Yinhua Xinyi 48.673.6000 Pioneer Juyou A-2.380.014630 CCB Strategic Selection A48.461.42.83 million social responsibilities are scheduled for A-2.314.970631 Yi Fang Darui Cheng C48.310.0689 Kai Shi Zhan A-2.181.045532 CCB Strategic Choice C48.220.0721 Hunan Finance Minister Shun C-2.144.914433 New Monetary Power of Bank of Communications 48.0711.8808 Kai Shihao Quality Management C-2.110.000034 Qianhai Kaiyuan Hengyuan 48.016.7830 is sincere and sincere B-2.090.005835 voted for Morgan Smart Choice 3047.894.0645 China Post Jingtai A-2.022.025636 wins 47 times.7912.6076 Hunan Finance Minister Shun A-1.951.564837 People’s livelihood and silver 夜来香体验网 domestic demand increased by 47.592.8494 China Post Jingtai C-1.940.000338 Qianhai open source value growth A47.582.2727 Sincerity and Sincerity A-1.521.015139 Qianhai open source value growth C47.501.7488 Kai Shihao quality management A-1.440.977740 Xingquan Herun Rating 47.4951.9836 Castrol’s new starting point A-1.270.0034 Source: Wind data (scale terminated June 30)