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"Balance Treasure" To Overturn The Fund Industry Hongkong Tianhong Fund Jumped From 50 Place

2014/1/6 16:54:00 70

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> a href= "http://sjfzxm.com/news/index_cj.as" > Celestica fund < /a >: from 50 to the top of the list, /strong > /p >

with the end of the last trading day in 2013, the size of the public fund was finally settled.

according to the statistics of Galaxy Securities Fund Research Center, as of December 31, 2013, the top ten fund companies were Huaxia, Tian Hong, Jiashi, Yi Fangda, southern, BOC, GF, ICBC Credit Suisse, Boshi and Huaan.

"P >" because of the large changes in the size of each company in 2013, so the ranking is also characterized by violent fluctuations compared to the previous year.

> a href= "http://sjfzxm.com/news/index_cj.as" > Hua Xia fund < /a > still hold the position of the industry leader, while the Celestica fund absorbs gold 184 billion 300 million yuan by virtue of the balance treasure. The fiftieth jumped from last year to second last year, and it is only 30 billion yuan from the Huaxia fund.

In the last ten years, the most powerful Boshi fund was hit by a constant turnover and rat trading. It fell to fifth in the previous year, with the scale shrinking by more than 30 billion yuan.

Jianxin and Dacheng also fell out of the top ten respectively.

The scale of the Fonda fund has shrunk by more than 30 billion yuan, ranking from second to fourth.

but it is worth noting that the size of the IMF has a greater impact on the above rankings.

If we exclude money and short-term financial funds and repeat funds, the fund companies with more than 100 billion net assets will only have three yuan, 164 billion 900 million yuan, 116 billion 900 million yuan and 107 billion 500 million yuan respectively.

The total size of the second Celestica, sixth of BOC and eighth of ICBC Credit Suisse ranked fiftieth, fifteenth and eleventh respectively after being eliminated.

in addition, it is worth noting that the total scale of all 78 fund companies in the industry amounts to 29426 billion yuan, of which the top ten companies total 14381 billion yuan, almost half of the scale.

There are 40 companies at the end of 2013, the scale of asset management is less than 20 billion yuan, of which 15 companies are less than 1 billion 500 million yuan in scale of public offering, and the situation of survival and development is more difficult.

Even small companies suspend public offerings and turn to specialized and subsidiary businesses.

"no one now doubts that Celestica's scale can exceed that of China. It's only a matter of time.

However, after the rapid expansion of the short-term channel revolution, how to successfully pform the clients of the 40 million monetary fund into equity customers is the key to win the channel advantage.

For the rise of Celestica fund, the general manager of a small and medium-sized fund company in Shanghai analyzed.

and the assistant general manager of a joint venture fund company told the Nandu reporters that after the scale of the money fund was used for the first two years, the shareholders actually understood it. Therefore, in the examination, they should pay attention not only to the scale index but also to the net profit index.

The above ranking is mainly industry habits, internal focus will be on data indicators without water injection.

"The company's behavior is actually a shareholder's assessment index as a baton, mainly depending on whether shareholders want face or money.

In the actual operation, we should also consider the tight funding at the end of the year, and whether it is worthwhile to replace the nominal size with a higher capital cost. Moreover, after the festival, the funds will be retreated in a turbulent way, which is also not conducive to the operation of the fund company.

the short turn of performance did not prove the ability of long-distance running /p >

Since 2013, the Shanghai Composite Index has fallen 7.56%, or second, but benefited from the more extreme structural market in 2013. Over 90% public funds have exceeded the Shanghai Composite Index since the net growth this year, the best performance in recent years.

according to the statistics of good buy fund, equity fund has gained an average annual increase of 17.16%.

Although the position restriction is more flexible, the overall position of hybrid funds is still lighter than equity funds, with an average annual increase of 13.39%.

Closed-end funds ranked the third among all types of funds, but the average income was 6.40% apart from the stock and mixed ones.

As the index funds are currently tracking most of the market index, so poor performance, the average annual increase of only 0.26%, ranking the bottom of all types of funds.

Last year, the bond market suffered severe winter, the capital side was tight, interest rates remained at a high level, bond funds and guaranteed funds were only 0.72% and 2.12% of the annual average returns, ranking the last two or three in the various funds, only better than index funds.

However, the high interest rate of the whole year has benefited the money fund, with an average annual return of 3.87%, not only exceeding the one-year fixed income, but also better than last year's level.

W ind information statistics show that in the 1492 public fund products with comparable data since last year, the growth rate of net value of 1355 duplicate units exceeded the Shanghai Composite Index for the same period, accounting for 90%.

The performance of 1103 public fund products exceeded the benchmark growth rate of the same period.

Statistics show that public funds have been successfully turned over.

however, all types of public offering funds that have been established for more than 3 years can be found in 784 fund shares (classified funds A, B share, debt base and cargo base A/B/C separately). From December 30, 2010 to December 30, 2013, only 350 of the total funds returned to investors were positive returns, accounting for only 44.6% of the total funds. The total amount of funds in the 784 fund shares was 350.

Among them, in the past 3 years, the net growth rate of the net value of the fund in the past 15% years is only 47, which means that only a small proportion of a large number of funds set up 3 years ago can offer an average annual return of 5% or more for the holders.

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< a > href= > http://sjfzxm.com/news/index_cj.as > fund > /a > issuing market or facing great changes. /p >

2013, the fund company issued a large number of funds, the total number increased from 1174 at the end of 2012 to 1552 at the end of 2013, the growth rate was 32.20%.

The total share of the fund decreased from 3 trillion and 155 billion 897 million at the end of 2012 to 3 trillion and 123 billion 765 million at the end of 2013, a decrease of 1.02%.

The total net asset value of the fund increased in 2013, rising from 2 trillion and 796 billion 703 million yuan at the end of 2012 to 2 trillion and 941 billion 813 million yuan at the end of 2013, an increase of 5.19%.

but the average single fund raised by the first batch was 1 billion 453 million, which was only slightly higher than that in 2011.

In terms of categories, low risk products are popular, and bond funds account for 65% of the total share.

based on the above market characteristics, Hu Xinhui, an analyst with Huatai Securities (8.60, -0.25, -2.82%), believes that with the advent of the insurance and securities companies' fund management fund offerings, the pformation of some small and medium fund companies' "first episode" and even the "fight against public offering", the electricity providers will boost the continuous marketing of the old fund, and the fund issuing market will face a great change.

and the director of a channel in Shenzhen also bluntly said that over the years, many new funds have been sent out so desperately that many times they have changed their minds, and investors have begun to find this.

Fund companies should return to their core and essence.

in fact, over the past year, two companies have performed significantly on the scale of performance drive.

After winning the equity fund in 2012, the the Great Wall Fund ranked the top ten in 2013, and the company size increased from 40 billion 12 million yuan to 61 billion 384 million yuan.

The fund has gradually recovered its vitality. The fund's overall performance has been outstanding, and the company's size has increased by 11 billion 798 million yuan, ranking from sixteenth at the end of 2012 to eleventh at the end of last year.

the general manager of the fund regrets that investors have gradually become rational. We continue to follow the original method, wasting energy and capital costs, and trying to find the way to raise the first offer has been proven to be thankless.

"Only in the replacement of bull bear market will holders bring sustained and stable returns to the holders of funds, in order to achieve sustained and stable development."