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Monkey year strategy focus on capital preservation fund selective participation in grading a-borderland

Posted on June 2, 2018 by hanson

Monkey: since the strategy focus on capital preservation fund involved in the selective fractionation of A in January this year, the stock market continued downward, the Shanghai A share index fell 22.65%, the gem refers to a sharp decline in 26.53%.WIND data show that in January equity funds arithmetic average active management was 16.59%, mainly is a lot of new fund positions fell from higher average value. A single fund, a total of 89, January decline of more than 30%. So, in the face of the current market environment and the subsequent trend, what kind of fund is more suitable for investors in the monkey year layout? Shanghai securities, CITIC Securities, Guotai Junan Securities, southwest four days before the agencies presented their own views. Southwest Securities analyst Ivleyn pointed out that the fund before being difficult to see in the deterministic market environment, the level of fund allocation, taking into account the short-term market sentiment is hard to repair, volatility in the market circumstances, can focus on capital preservation fund. Shanghai Securities Fund Evaluation Research Center analyst Liu Yiqian expects A shares will benefit from economic restructuring and policy promotion after the year, the theme, structural investment opportunities will begin to emerge, therefore, pay attention to style and theme will be the key points of fund investment after the year. He recommends investors pay attention to the investment style for the value, band operation ability of hybrid funds, as well as the four seasons report focuses on the layout of new consumption, state-owned enterprise reform and other topics of the fund. Guotai Junan analyst Liu Fubing and CITIC Securities analyst Zhao Wenrong believe that the current classification of A configuration should be cautious, selective participation in high yield and low valuation of classified A. Guotai Junan analyst Liu Fubing pointed out: "because most of the current classification A under no income, and even face losses, so the lower expectations lead to hierarchical A has adjusted risk, but the distance is far off and higher rate of classification A is still worthy of attention." He mainly recommends Securities Class A (150223), high-speed rail A end (150325) and colored A (150196). CITIC Securities analyst Zhao Wenrong believes that, from the configuration point of view, taking into account the homogeneity of the current market classification A, you can choose to configure the implied high yield, low valuation of the hierarchical A, the implied return to the central return of the market to get the price difference gains. He combines the implicit yield and liquidity of hierarchical A, recommend Cathay Real Estate A (150117), AVIC A (150221) and Jianxin 50A (150123). "Guotai real estate A implied higher return rate, and corresponding to the hierarchical B from the lower distance, can be appropriately involved.". Sina statement: this news is reprinted from Sina cooperation media, Sina published this article for the purpose of transmitting more information, does not mean to agree with its views or confirm its description. This article is for reference only and does not constitute investment advice. Investors operate accordingly and take risks at their own expense. Enter Sina Financial shares] discussion

猴年策略:重点关注保本基金 选择性参与分级A   今年1月以来,股市持续下行,A股上证指数跌22.65%,创业板指更是大幅下跌26.53%. WIND数据显示,主动管理的权益类基金1月份算术平均跌幅为16.59%,主要是不少打新基金空仓免于下跌拉高了平均值。单只基金来看,共有89只1月份跌幅在30%以上。   那么,面对当前的市场环境及后续走势,什么样的基金品种更适合投资者猴年布局呢?上海证券、中信证券、国泰君安、西南证券四大机构日前给出了自己的看法。   西南证券基金分析师李佳颖日前指出,在确定性的行情暂时难以看到的环境下,基金配置层面,考虑到短期内市场情绪难以实质性修复,在市场大幅波动的情况下,可重点关注保本基金。   上海证券基金评价研究中心分析师刘亦千预计年后A股将受益经济转型推进和政策推动,主题性、结构性投资机会将开始涌现,因此,注重风格和主题将是年后基金投资的要点。他推荐投资者关注投资风格为价值型、波段操作能力强的混合型基金,以及四季报中重点布局新消费、国企改革等主题的基金。   国泰君安分析师刘富兵和中信证券分析师赵文荣都认为当前对于分级A的配置应该趋于谨慎,有选择性的参与隐含收益率高且估值较低的分级A。   国泰君安分析师刘富兵指出:“由于当前多数分级A下折无收益,甚至面临亏损,因此下折预期导致分级A有调整风险,但距离下折较远且收益率较高的分级A仍然值得关注。”他主要推荐证券A级(150223)、高铁A端(150325)和有色A(150196)。   中信证券分析师赵文荣则认为,从配置角度看,考虑到目前市场上分级A的同质性,可选择配置隐含收益率高、估值低的分级A,在隐含收益率向市场中枢收益率回归时获得价差收益。他结合分级A的隐含收益率和流动性,推荐国泰房地产A(150117)、中航军A(150221)和建信50A(150123)。“国泰房地产A隐含收益率较高,且对应分级B离下折距离较远,可适当参与。 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章: