See you Black Thursday!
Today's three major stock indexes all fell by more than 1%, with the semiconductor, photovoltaic equipment, and communications sectors leading the decline.
After the excitement announced by high-level officials, the market remained sluggish this week, hovering around 3100 points.
Seeing that there are only more than three months left in 2023, many friends are still struggling for the success of this year’s fund income.
Lao Siji took a look and found that as of September 6, active stock funds had generally suffered losses this year. The average return rate of stock funds was -2.44%, and the number of funds that fell during the year accounted for 59%; the average return rate of hybrid funds was -4.76%, and the number of funds that fell during the year accounted for 68%.
In contrast, QDII funds investing in overseas markets have performed well. The average return rate has reached 7% since 2023, and positive return funds account for nearly 70%, becoming the most profitable fund category in 2023.
What are the best QDII funds in 2023? They all say, "Believe in the national destiny and invest in the index." Is there still a chance to get on the train now?
The best earn 51%, these funds are super capable
Data show that as of September 6, among the 435 QDII funds with comparable market performance (all types of shares are calculated separately, the same below), the net value of 274 funds increased and the net value of 161 funds fell. The number of funds increased by 63%. Among them, there were 78 QDII funds with an increase of more than 20% during the year, 59 funds with an increase of more than 30% during the year, and 32 funds with an increase of more than 40% during the year.
The following is a list of the top 20 bull funds with QDII fund gains this year. GF Global Select Stock () topped the list with an ultra-high yield of 50.91%. In addition, ChinaAMC Nasdaq (), ChinaAMC Global Technology Pioneer Hybrid (), Cathay Nasdaq 100 Index () and other funds have annualized returns of more than 46%, ranking among the top gainers.
Top 20 QDII fund gains since 2023
We found that among the top 20 QDII bull funds on the gainer list, they are mainly divided into two categories. One category is funds that track the Nasdaq 100 Index, and the other category is funds that actively select stocks.
There's not much to say about index funds. Who knows what the big trends will be this year? The Nasdaq 100 is happily rising.
The Nasdaq 100 Index, index code: NDX, was released on February 1, 1985, and includes the 100 non-financial companies with the largest market capitalization on Nasdaq. The index reflects the overall performance of public companies in major industries such as computer hardware and software, telecommunications, retail and wholesale trade, and biotechnology.
During the boom years of 2023, Nasdaq 100 companies such as Microsoft, Nvidia, and Google were important developers and investors in these technologies, as well as software and hardware providers. For example, Microsoft is an important shareholder of the company, and it uses it to launch new Bing and browser services. High-end GPUs are large-scale computing power support equipment.
From a fundamental perspective, the revenue and net profit of the Nasdaq 100 Index are growing rapidly, and the ROE of the constituent stocks is also relatively high. From 2018 to 2021, the growth rate of main revenue and net profit exceeded 10%, and the four-year compound growth rate reached 16.49% and 21.65% respectively, making it unique in the US stock market.
Among QDIIs that actively select stocks, GF Global Select and China AMC Global Technology Pioneer Portfolio are outstanding representatives.
GF Global Select () was established in August 2010. Since its establishment, the total return rate has been 273.61%, and the long-term annualized return rate has been 10.62%. Ranked first among comparable funds of the same type during the same period, it has excellent long-term operation capabilities.
The fund has been managed by 5 fund managers since its inception. The current fund manager is Li Yaozhu. Li Yaozhu is good at overseas investment. He has been a fund manager for nearly 8 years and has rich experience in technology investment. Currently, there are 7 funds under management, with a total fund size of 16.6 billion yuan.
Li Yaozhu has 13 years of experience in the securities industry. After graduation in 2010, he joined GF Fund and is currently the general manager of the International Business Department of GF Fund. Public data shows that as of the end of the second quarter of 2023, 90% of the positions of GF Global Select under its management were allocated in US stocks. The top ten stocks include: Nvidia, Microsoft, AMD, Google, Tesla, and other leading technology companies in the U.S. stock market.
Li Yaozhu pointed out in the fund’s second quarter report that the application of artificial intelligence in the business side deserves our focus. In addition, in the future era of artificial intelligence, network security will become increasingly important, and we are optimistic about investment opportunities in network security companies. Additionally, demand from semiconductor and cloud computing companies continues. Risks and opportunities coexist in these two industries. We will continue to focus on companies with upward long-term demand.
Another active QDII bull fund, China AMC Global Technology Pioneer Portfolio (), was established in April 2018. Since 2023, its return rate has reached 46.55%, ranking among the top 3 in the gainer list.
Since its establishment, Huaxia Global Technology Pioneer Group has been managed by Li Xiangjie alone. Li Xiangjie has focused on global market investment for more than 20 years. His years of overseas investment research background enable him to not only have a global perspective in the field of technology investment, but also to be able to go deep into the front lines of the industrial chain and ultimately form correct investment decisions through cross-verification. Upstream and downstream industrial chain.
Li Xiangjie has 21 years of experience in the securities industry, including 9 years of experience in public fund management. He joined China Asset Management in September 2015 and currently manages 5 products with a total fund size of 2.8 billion yuan.
In the first half of the year, China's global technology pioneers mainly deployed in the US Internet, semiconductors, SaaS software, consumer electronics, electric vehicles and other directions. As of the end of the second quarter, the fund's top ten holdings include: Apple, Tesla, Microsoft, Nvidia, Google, Amazon, Broadcom and other high-quality leading companies.
Is it too late to get on the train?
There is a popular investment meme in 2023: Believe in the national destiny and invest in Nasdaq.
On the one hand, everyone is very disappointed that A shares are always around 3,000 points. On the other hand, the Nasdaq 100 has continued to move higher this year. As of September 6, it has soared 40.51% during the year. You read that right, they are going to hit record highs next! For those who have invested in the Nasdaq 100 Fund, the experience of holding this fund is very good.
Here comes the problem! Is it too late to get on the train?
Judging from the latest valuation, the current price-to-earnings ratio of the Nasdaq 100 Index is 35.5 times, which is at 92% of the historical valuation percentile. It is already a very high valuation range, and is significantly higher than the average PE of 25 times. The current investment performance-price ratio is indeed not high.
Believing in the fate of the country and the investment acceptance index are a joke. That means the Nasdaq is up nicely this year. If I had known that, I should have bought more Nasdaq index funds.
However, I already knew the three most expensive words in the world.
While the Nasdaq has had a good year, it has struggled at times. Laoski saw that the most recent major correction in the Nasdaq 100 occurred from the end of November 2021 to mid-October 2022, and the index fell 35% in the past year. If you enter the market at the high point in November 2021, whether it is a one-time purchase or fixed investment in installments, you will lose money by the end of 2022. I don’t know how many people can persist. More than a year's worth of money.
Lao Shi believes that no matter how good the index is, there is still a risk in buying too expensive. Friends who still want to get on the bus need to be more cautious, otherwise it will not be too late to wait until the index correction valuation is digested before getting on the bus.
Believe in common sense, there is no market that only rises but never falls, and there is no market that only falls but never rises. When risks come, opportunities come down.
Now I’ll give you a 60 yuan red envelope, you can withdraw it directly without any skills. Hurry up and participate in the event to get it.
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标签： #Fund #Index #Technology #Growth #China
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