Fears of high inflation, the future looks bright underestimate the value and high growth stocks ⊙ reporter Zhou Hong disclosed today by the Fund's 2010 annual report is completed. According to the relative 60 day fund management company, 656 funds data and statistics, profit for the year 2010 funds are only $ 5.082 billion compared with the sharp decline in 2009 over $ 900 billion worth of data. But given the 2010 market environment of the a-share markets tumbled 14%, 2010 Fund report cards are still good for "the gold content". Recommended reading · fengji Forum investment real disk week summary
· traditional fengji investment value ranking Wang yawei Sun Jianbo ya, Bao ST unit Fund brokerages Bank are make money Christian Democratic alone losses QFII turned doubled holding *ST fine LUN Fund dimension stability behind: two a fell stopped throwing finished double meeting billion State pharmaceutical intended IPO more than private ahead of latent Fund absolute controlled disk 27 only a unit holdings 581 only [hexun know] Dang Fund Manager need what specific to fund type, 2010 stock type Fund annual appears 35.531 billion yuan of losses, mixed type Fund is implementation 23.861 billion yuan of profit, closed Fund also has 3.746 billion yuan of profit.
And benefit from the overall bond market up, bond funds, revenue in 2010, profits 5.877 billion yuan for the whole year, has 42.99% over the same period in 2009. From company level see, 60 home fund company in the has 36 home company last year made profit, which 16 home fund company profit over 1 billion, including Onari, and GF, and Ka real, and China commercial, and meeting added rich, and agricultural silver meeting acting, and sea rich pass, and Teda macro Lee, and rich, and East Wu, and in the silver, and letter Cheng, and Shang cast Morgan, and Huaxia, and industrial global (340,006, Fund 's) and Morgan Stanley China Xin.
Dacheng Fund most money, its 21 funds total $ 6.389 billion was made for the company, and industry-wide profits of only $ 5.082 billion last year. For future market trends, Fund overall concerns about higher inflation, growth prospects for the Fund does not determine, for the next hot spots there are great differences.
On the whole, support for "low valuation cycle unit" attack and continue to support the "transformation and growth stocks" of Defense. Wang yawei Huaxia Fund is clearly "cycle unit" advocates of the market. In his annual report of the Fund believes that 2011 should address market pricing errors due to excessive attention to policy, the use of reverse investment principles, avoidance and small-cap and high valuation of the pharmaceutical industry, food industry, such as variety. He also believes that "large blue chip risk release full, property stocks also has a bigger valuation of repair space.
"Harvest Fund, Boshi Fund also said good resources and derivative industry, including agriculture, energy, chemical industry, non-ferrous industry. In contrast, guangfa Fund made it clear that, in the case of tightening of liquidity is bullish cycle unit operation layout focused on pan-industry consumption and economic structural adjustment, medicine, food, textile and garment, commercial, TMT, building a steady growth stocks more respected by them.
