gamescrypto|28.86%拔得年内头筹 公募主动权益基金收益排名发生变动

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In April this year, the domestic and foreign market environment continued to improve, the fundamentals and policies showed clear and positive signals, A shares fluctuated upward, and the heat of trading in the direction of "going out to sea" such as dividend plate, upstream resources plate, automobile and household appliances increased significantly.

Against the above background, the ranking of public active equity funds has changed this year. By the end of April, Dongcai Digital economy has been launched by 28.GamescryptoThe annual return of .86% was the highest, followed by Morgan Stanley Digital economy mix An and Manulife Business Leader's two-year holding hybrid, with returns of more than 26% for the year.

High-performance high-tech individual stocks

According to Wind data, by the end of April, the active equity funds with the highest returns so far this year include Dongcai Digital economy mixed initiator A managed by Luo Rock, Morgan Stanley Digital economy mixed A managed by Lei Zhiyong, Manulife Business pilot held by Wang Peng for two years, and Liu Weiwei's China-Europe era win-win hybrid launch A3, with returns of more than 26% this year.

By the end of the first quarter, the top 10 stocks held by Dongcai Digital economy mixed initiator A, Morgan Stanley Digital economy mixed An and Manulife Boom pilot in the past two years all included shares in Zhongji Xuchuang, Tianfu Communications, Xinyi Sheng and Shanghai Power. Among them, Xinyisheng's net profit attributed to shareholders of listed companies reached 3. 3% in the first quarter.Gamescrypto.25 billion yuan, an increase of 200.96% over the same period last year; the company's share price rose nearly 30% in April.

In addition, shares of Sheng Hong Technology, which launched the mixed digital economy of Dongcai An at the end of the first quarter, and Manulife, which has held mixed heavy positions for two years, also rose more than 20% in April.

In the first quarter, the net profits of Jinpan Technology and Stone Technology belonging to shareholders of listed companies reached 95 million yuan and 399 million yuan respectively, up 8.57% and 95.23% respectively over the same period last year. Among them, due to the increase in the proportion of exports, the gross profit margin of Jinpan Technology has increased compared with the same period last year; through the deep ploughing and rational layout of Stone Technology, the company's product sales have increased significantly compared with the same period last year.

China-Europe era win-win mixed launch is one of the first floating rate funds to be launched after the public offering rate reform in 2023. Liu Weiwei said that the fund, which was established in November 2023, significantly increased its stock position in the first quarter, mainly in growth industries such as communications, electronics and new energy, as well as traditional industries such as aquaculture, spirits and petrochemicals. The performance benchmark outperformed substantially in the first quarter, on the one hand, due to the appropriate timing of Jiancang, and on the other hand, because the allocation industry and individual stocks rebounded by a large margin.

Resource plate soundness

In addition to the layout of the technology sector, the Southern Development opportunity jointly managed by fund managers Fan Jiayu and Luo Shuai holds mixed An in one year, Jingshun Great Wall cycle optimized mixed A managed by Zou Lihu, Boshi growth selected mixed A jointly managed by Zeng Hao and Wang Lingxiao, and so on. With the heavy allocation of resources and other sectors, it has also achieved good returns so far this year. By the end of April, the fund had returned about 25% for the year.

Judging from its heavy positions at the end of the first quarter, Boshi growth selected Huaibei Mining with mixed A heavy positions, Hunan Gold with mixed A heavy positions selected by Jingshun Great Wall cycle, and Jiuli Special Materials with mixed A heavy positions held by Southern Development opportunities in one year, share prices all rose more than 12% in April this year. Superimposed by the recent rebound in Hong Kong stocks, Boshi growth selected mixed A heavy positions in Jiangxi Copper and Jingshun Great Wall cycle preferred mixed A heavy positions in Zhaojin Mining, both rose more than 20% in April.

With the landing of A-share performance, the Wang Yi team of Great Wall Securities predicts that A-shares may continue the overall volatility trend in May, but the impact on the policy side is more positive, coupled with a marked pick-up in northward net capital inflows, you can continue to pay attention to the upstream resources sector, large market value dividend plate and technology manufacturing leading companies, while focusing on individual stock opportunities with better performance.

Centering on the Hong Kong stock market, Wells Fargo believes that the short-term overseas geopolitical situation and expected changes in interest rate cuts will still disturb Hong Kong stocks' risk appetite. We need to pay attention to the spillover effects that may be brought about by sharp fluctuations in overseas asset prices and the trend of large inflows of funds into safe-haven assets. At present, these two types of risks are manageable and have limited negative impact on Hong Kong stocks.

In addition, Wells Fargo said that the shift from macroeconomic data to fundamental data of listed companies is expected to form the main driving force for the next stage of the market. Looking ahead, the catalyst for the stabilization of Hong Kong stocks comes more from the expectation of a rebound in economic fundamentals. As the policy of stabilizing the economy increases, market expectations for economic growth prospects are expected to rise, which is conducive to a pick-up in sentiment in Hong Kong stocks.

Review: Xu Jinzhong

Editor: Zhang Lijing