The first November of the pharmaceutical theme stocks baseball screen gains list Guangfa Fund won the first and second runner-up
Original title: The top November pharmaceutical theme stocks dominate the screen gains list Guangfa Fund won the first and second runners up China Economic Network Beijing December 4th (Reporter Li Rongkangbo) closed last week in November, the public fund’s top November performance rankingsIt also surfaced. Although the stock market continued its downward trend in November, from the performance of the year, active equity funds continued to maintain a good profit effect. According to Haitong Securities data, active equity open-end fundsThe average increase was 37.
According to China Economic Network reporter statistics, after excluding new funds established this year, all ordinary stock funds in the first 11 months achieved positive returns.
Wind data show that as of the close of November 29, the Shanghai and Shenzhen 300 had an increase of 27.
17%. Of the ordinary stock funds that can obtain comparable data, 250 funds outperformed Shanghai and Shenzhen 300 gains, and 73 funds rose more than 50%, with a maximum increase of 81.
It is obvious that the first and second runner-ups of ordinary equity funds in the previous November were all won by some products of the Guangfa Fund. Among them, the champion Guangfa Multi-Emerging was the only product with an increase of more than 80% in the previous November, and the runner-up Guangfa Healthcare rose by 79.
In the third quarterly report, Guangfa Diversity and Emerging said that it continues to be optimistic about the growth potential of the technology innovation industry. Some outstanding technology companies are expected to have performance inflection points in the third and fourth quarters. Therefore, they improved their stock positions in the third quarter, focusing on technology and emerging growth.Industry.
The top ten heavy stocks of the fund are Kangtai Bio, Shengbang, China Software, Sanan Optoelectronics, Everlite Lithium, Medicine Stone Technology, Changdian Technology, Huatian Technology, Tongfu Microelectronics, and Flush.
GF Healthcare is a typical medical theme fund. Although pharmaceutical stocks experienced obvious complications in November, due to the outstanding performance of the previous period, many medical theme funds still achieved higher yields in November, such as Agricultural Bank of China.In terms of health care themes, Baoying Medical Health Shanghai-Hong Kong-Shenzhen, ICBC Credit Suisse Medical Health A / C, ICBC Credit Suisse Frontier Medical, and Bank of Communications Pharmaceutical Innovation all increased more than 60%.
Judging from the top 20 gains of ordinary equity funds in the previous November, pharmaceutical theme funds are placed in half of the country. It is not difficult to check the three quarterly reports of these funds. Many of the funds with the largest gains held Air Ophthalmology.Strategic medical, Hengrui Medicine, WuXi AppTec, Tiger Pharmaceuticals, Opconvision and other stocks, while the leading performance of the pharmaceutical industry during the year increased significantly, driving the growth of related fund performance.
Recently, under the disturbance of industry factors in the transition of the medical insurance catalogue, the pharmaceutical sector has gradually increased before the growth of pharmaceutical stocks, bringing demand for capital to profit, and a strong replacement of pharmaceutical stocks.
However, there are currently many adherents in the pharmaceutical industry. These institutions believe that the impact of the negotiations on the medical insurance catalog will not change the long-term trend of the pharmaceutical industry.
The person in charge of the fund said that he continued to be optimistic about the medium and long-term opportunities in the pharmaceutical industry, but in a relatively relative situation, the difficulties in subsequent investment in pharmaceutical stocks will be further exacerbated. The fund has upgraded its investment thinking and investment strategy, and insisted on stable consumption attributes and continuous innovation.Dimensions to tap pharmaceutical stock opportunities.
At the same time, some fund managers focus on other investment opportunities.
Xu Zhibiao, fund manager of Cathay Grand Health Fund, believes that the impact of the new energy vehicle sector was suppressed by factors such as compensatory backslopes, and continued to be in a downturn. New energy vehicle companies have continued to roll out new layouts, and the relevant midstream and upstream industries have clearly recovered.
It will focus on exploring opportunities in the new energy vehicle sector.
“At the end of the year, staged opportunities will be key areas of participation, such as undervalued and cash-rich blue-chip leaders.
At the same time, for defensive industries such as home appliances, construction, and securities firms, certain positions will also be used to participate in investment.
“A performance fund manager said.
The products it manages have focused on investment opportunities in the pharmaceutical and technology industries in the first three quarters.
Basically, after removing newly established funds within this year, none of the active partial equity funds in the first 11 months of the year changed in performance. This overall outstanding performance has benefited from the strong rebound of the initial A-share market, and this year’s reboundIn China, the continuous growth of various fields such as medicine, consumption, and technology has played an important role for institutional investors to avoid risks.
都市夜网 The first 11 months of the rise of ordinary stock funds before and after the 40 serial number of securities shortened unit net value percentage percentage scale of securities short-term repeat unit net value change percentage scale 1 GF diversified emerging 81.
8026 Huaxia Zhisheng Value Growth C1.
00002 GF Healthcare 79.
3852 China Merchants Quantitative Selection C2.
00003 ABC Healthcare Theme 77.
2629 Castrol Evergreen Competitive Advantage C2.
12904 Penghua Pension Industry 73.
6258 Jiashi Interchange Selection 3.040.
59955 Chuangxin letter A72 in healthcare industry.
0760 Castrol Evergreen Competitive Advantage A3.
08906 C71 Healthcare Group C71.
1206 Qianhai open source index rate top 50 3.
24737 National Union Security 四川耍耍网 Technology Power 70.
5895 Qianhai open-source Shanghai-Hong Kong-Shenzhen acyclic C3.
18398 Tianhong Culture Emerging Industry 70.
8511 Qianhai open source Shanghai-Hong Kong-Shenzhen A3.
59079 Baoying Medical Health Shanghai, Hong Kong and Shenzhen 70.
7499 Huaxia Technology Growth 3.
568410 ICBC Credit Suisse Pharmaceutical Health A69.
4202 Great Wall Quantitative Selection 3.
123711 ICBC Credit Suisse Medical Health C68.
4104 Qianhai open source public utility 5.
328012 Yinhua Industry Industry 67.
Quantitative selection of 9689 Wells Fargo Stock Connect 5.
567313 ICBC Credit Suisse Frontier Medical 66.
4641 Castrol Consumer Choice C6.
143014 Bank of Communications Pharmaceutical Innovation 66.
3387 Xinyuan core assets C6.170.
004315 Jiashi emerging industries 66.
7645 Xinyuan core assets A6.
139016 Cinda Australia New Energy Industry 66.
1238 Castrol Consumer Choice A6.
125117 Rich Country High-end Manufacturing Industry 65.
9063 Yangtze River Quantitative Selection C6.
054918 on Morgan Healthcare 65.
3882 Yangtze River Quantitative Selection A7.
083419 Penghua Advantage Enterprise 64.
3786 Agricultural Bank of China has a steady multi-factor of 8.
554320 China Merchants Medicine and Health Industry 64.
5101 Baoying brand consumes C8.
571621 Chuangxin letter consumer theme A64.
3316 Chuangxinxin New Energy Vehicle C9.
071122 on the Morgan Security Strategy 63.
6930 Baoying consumes A9.
426723 Baoying Artificial Intelligence A63.
9104 ICBC Credit Suisse Hong Kong and Shenzhen A9.
770924 Cathay Grand Health63.
5757 Everbright Core 9.3738.
966425 Cathay Agriculture 63.
3446 National Gold Quantitative Multi-Factor 9.
436226 Chuangxin letter consumer theme C62.
6975 Huitianfu Shanghai-Hong Kong-Shenzhen new value9.
710327 cast 62 on Morgan Excellence Manufacturing.
9814 Bodao Sanbai Zhihang C9.
354128 Central European Consumption Theme A62.
1543 Anson profit-driven C9.
454329 Baoying Artificial Intelligence C62.
In 1898, Jinhexin New Energy Vehicle A9 was created.
094230 Southern Modern Education 62.
8783 Bo Road Sanbai Zhihang A9.
726731 Chuangxin Technology Co., Ltd. grew A62.
3185 Anxin profit-driven A10.
082532 Central European Consumer Theme C62.
4896 Changsheng multi-factor strategy is preferred 10.
346733 Yi Fangda consumer industry 61.
3496 Yinhua Middle and Small Market Cap A11.
095034 Nuoan New Economy 61.
0213 Huaxia Hong Kong Stock Connect Select 12.561.
556435 Chuangxin Technology grew C60.
4207 GF consumption upgrade12.
569536 Huaan New Silk Road Theme 59.
7147 Harvest Resources Select C13.
029137 CCB Security 59.
9455 Yinhua Middle and Small Market Cap C13.
003638 Shenwan Lingxin Intelligent Drive 59.
6539 HSBC Jinxin Volatility Select C13.
125339 Guangfa Electronic Information Media Industry Selection 59.
4264 Yinhua New Energy New Material Simulation C13.
198740 Noam Research Collection 58.
7121 South Small and Medium Cap growth13.
7284 source: wind data (scale as of September 30)