The low position to fund Jiancang to opportunistic jiacang new fund accelerate the pace of

Securities Times Reporter Du Zhixin

Recently, the Securities Times reporter was informed that the fund company from Shenzhen A-share market is in the bottom area, the lower part of the position the Fund has begun is gradually jiacang, the market is optimistic about the new fund is to accelerate Jiancang rhythm. a fund company in

Shenzhen fund managers say, to see the empty A-share market last year, so lighten up the intensity is very large, only the funds stock positions to maintain minimum contractual provisions. Filled in the current pessimism, however, the investment value of many stocks have begun to appear, so recently he has been gradually jiacang.

another one last year, performance is quite good, the asset management of the larger fund managers say the stock market now is the position he was very fond. On the one hand, such as banking, real estate valuation of value stocks in the 5-10 times, the dividend rate of 4%, 5%, more than one-year bank fixed deposit interest rate; the other hand, although many small-cap stocks may still continue to adjust and squeeze the bubble, but after last year, the valuation of many small and medium-sized growth stocks to about 20 times, even in mature overseas markets, the valuation of 20 times acceptable for good growth stocks. Therefore, he is gradually increasing the stock position. Opening the direction of the of the asset management of the larger fund managers say the addition to underestimate the value of stock holdings of banks, real estate, flexible resource stocks, cyclical stocks were added positions.

last year won a partial stock funds the first value growth fund managers in the Bo Xia Chun also believes that the gradual decrease in the adjusted market, to strengthen research company core competitive advantage and market barriers, digging a truly gradually choose to buy. In addition to the above the old fund, and the the Jiancang rhythm of some of the new fund is also accelerating. The statistics show that Invesco Great Wall, the core competitiveness of NAV as of January 3, 2012, to 1.053 yuan, up 5.3% than the nominal value of the Fund was established in December 20 last year, over the same period the Shanghai and Shenzhen 300 index rose 5.1 percent. Therefore, from the Fund and the CSI 300 Index rose, Jiancang the intensity of the fund is relatively large. Invesco Great Wall Fund Manager of the core competitiveness of Canton I also said that underestimate the value of stock on the point, would not hesitate to buy Jiancang.

In addition, Soochow Industry Select Fund was established in September 28 last year, to December 31, 2011, the funds stock positions to reach about 60%, the fund manager, any strong in the Four Seasons report is clearly expressed to stock position to 80%; Changsheng was founded in October 26 last year with the Cheung Pan resources, thematic funds, the end of last year, the stock position of the Fund has reached 60.19%, the fund manager also said that in the current market conditions, while adhering to configuration pattern of resources and consumption, focusing on increasing the growth of the company and underestimate the value of the cyclical nature of investment. Fu Anderson advantage fund managers also expressed concerned about the large consumer services, culture, media, agriculture, and as early cyclical sectors automotive, cement, equipment manufacturing in the first quarter. But there are also some of the new fund for the current market is still cautious, the Jiancang speed is relatively slow.