Recently, gold, non-ferrous metals, and cycles have become popular investment terms in the market. In this context, fund products that overallocate cyclical stocks have also received market attention due to their excellent performance. According to Wind News statistics, as of April 17, the net recovery rate of at least 17 cyclical fund products in the market has increased by more than 10% since this year. Many of the fund managers who manage these funds have deep cyclical industry backgrounds. From an investor's perspective, the cyclical sector of the A-share market usually shows the characteristics of low valuation, high ROE, and high dividend ratios, and has strong macroeconomic correlation with cyclical industries, including basic raw materials and building materials industries such as petroleum and petrochemicals, basic chemicals, electricity and utilities, coal, non-ferrous, steel, construction materials, real estate, transportation, etc. (Securities Daily)
公募“周期派”基金经理业绩表现强劲，17只相关产品年内收益率均超10%
Public offering “cyclical” fund managers showed strong performance, with 17 related products all yielding over 10% during the year
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