Thanksgiving is a warm holiday, the original intention is to thank God for the good harvest, thank the Indians for their help, now it is more to tell us the beauty of human nature, life is grateful, everything is a surprise.
During Thanksgiving in the West, a big meal is usually eaten to celebrate the festival, and turkey has become standard on the dinner table, so today Elephant Wealth also takes you back to the focus of the Elephant Wealth Fund list with great sincerity.
Huitian China-Hong Kong Strategic Fund: winning the championship of total return in Greater China
The Huidianfu China-Hong Kong Strategic Fund covers a number of high-quality stocks in the Hong Kong and A-share markets. the top five positions are China Travel Service Group (10%), Guizhou Moutai (9.7%), Yibin Wuliangye (9.6%), BABA (9.4%) and Tencent (9.1%).
The Fund was established on November 16, 2012, and its performance has outperformed the Hang Seng Index and the Hang Seng China Enterprises Index for a long time. Even when the An and Hong Kong stocks have been hit hard by the epidemic this year, the Fund still recorded excellent performance, with a total annual return of 57.16%.
Data source: Hong Kong dollar share of Fund Class A; morningstar Category: Hong Kong Equity; as of October 7, 2020; Index performance is for reference only, not a benchmark.
In addition, Morningstar Fund, a professional institution, has won a rating of 3 years, 5 years and a comprehensive rating of 5 stars, ranking first among similar funds and recognized by authoritative organizations. it has been awarded the "Offshore Chinese Fund Award-Best Total return-Greater China Stock Champion" for two consecutive years.
There are many investment targets in the Hong Kong and A-share markets, and "Nuggets" Hong Kong stocks have put forward higher requirements for the professionalism of investors. in the case of uncertainty, investors can consider choosing institutions with more professional and long-term stable performance to share the rising profits of Hong Kong and A-shares.
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Fullgoal Rich countries small and medium-sized growth Fund: small and medium-sized stock selection experts to explore the growth opportunities of high-quality enterprises
Fullgoal Wells Fargo small and medium-sized growth fund is both offensive and defensive, mainly investing in stocks or equity-related assets of small and medium-sized enterprises in China, Hong Kong or Macao. The top five positions are Haijiya Medical, Flat Glass Group, Tencent, Pharmaron Beijing Co., Ltd.* and Huazhu Hotel, accounting for 20.82% of the total assets. (data as at 30 September 2020)
The fund, founded in 2016, has outperformed the market in the past bull and bear markets, with an annual return of 76.65%.Since its establishment / from the beginning of the year to now / one year / two years / three years, the annualized rate of return of similar funds in Hong Kong ranks first in Morningstar.. (data as at 30 September 2020)
Please note that the historical performance in the chart of "funds in this category" is derived from the US dollar share of Fullgoal small and medium-sized growth funds in China.
The online fund of Futu platform is the US dollar share of Class An of Fullgoal China small and medium-sized growth Fund.
Under the excellent performance, the fund is professionally recognized and the specific winners are as follows:
Won the award of "one-year Taurus overseas China Stock Fund" in 2019 in the 10th China overseas Fund Taurus Award held by China Securities Journal.
Won the first prize of "Best Total income-Greater China stocks (three years)" and "Best Total income-Greater China stocks (one year)" in the 2019 Offshore Chinese Public funds Award of Bloomberg and Hong Kong Chinese Fund Industry Association.
Global Brand Fund: buy the world's excellent brand companies in a basket
Morgan Stanley Global Brand Fund is value-oriented, selecting high-quality stocks from developed countries in the world. The top five holding companies account for 35.37% of the total assets, namely: reckitt benckiser (one of the world's largest household cleaning companies), Microsoft Corp, philip morris (the world's largest tobacco company), P & G.
The fund was established in 2000 and the strategy has been in operation for more than 20 years. The investment performance is eye-catching: since its launch, the annual return has been 10.13%. Over the past decade, it has achieved positive returns in all years except-2.72% in 2018, with an excellent return of 28.36% in 2019.
Source: monthly report of the Fund, as of September 30, 2020
Long-term performance stable in the top 25% of the same category, won the Morningstar 3-year 4-star, 5-year 4-star, 10-year 5-star rating.
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Morgan Stanley Global Brand Fund: select high-quality white horse stocks to obtain excellent returns
Read a picture | Morgan Stanley Global Brand Fund, focusing on industry leading stocks
All of the above are stock funds with large positions, global allocation and excellent performance, which are suitable for investors who pursue high returns and have a certain ability to bear risks.
However, if you do not want to withstand too much volatility, then investors might as well consider adopting different investment strategies to achieve rebalance, making a compromise between returns and risks, not simply investing in stock products, but adopting a relatively balanced investment strategy. the following also introduces a few funds that perform well, allocate balance and resist risks.
Junli Henderson balance Fund: a top player in the industry, stocks and bonds flexibly allocate equilibrium risks
Junli Henderson balanced Fund collects excellent overseas securities and fixed income products, and adheres to the balanced investment strategy for 25 years with the aim of balancing capital preservation and current income.
At present, 61.61% of the fund's assets are invested in stocks and 37.42% in fixed income.
The top five positions in stocks are the world's top technology companies and financial companies: the restructured "umbrella company" Alphabet of Microsoft Corp, Apple Inc, Amazon.Com Inc, MasterCard Inc Card and Alphabet Inc-CL C, with a total proportion of 17.19%, with a moderately low position set; fixed income securities are mainly invested in US industrial and mortgage-backed securities, while investment-grade bonds with low default risk account for 33.48%. (data as at 31 August 2020)
The performance of the fund also fully proved the correctness of the fund strategy. through strict control, the investment team significantly outperformed the S & P 500 index during the bursting of the dotcom bubble in 2001, the subprime mortgage crisis in 2008 and the Sino-US trade friction in 2018.
The cumulative performance since its establishment is 245.3%, and it has performed well in recent years. The annual income in 2019 reached 20.1%, far exceeding the average and performance benchmark of similar funds of Morningstar, and ranking in the top 8% of the 983 funds of the same category.
Source: Morningstar, as of October 26, 2020 | Group: us dollar balanced stock-bond mix as of 2020-10-23 | Index: Cat 50%Barclays US Agg TR&50%FTSE Wld TR as of 2020-10-25 | italics indicates extended performance. Expansion performance is estimated based on the performance of the earliest stock classes of the fund and adjusted for fees.
Dacheng China's flexible allocation of funds: stock and debt rotation, ingenuity to strictly select A-share profit-making enterprises
Although it is a mixed fund, but different from the Junli Henderson balance Fund, which mainly invests in the United States, Dacheng China flexible allocation Fund mainly allocates stocks, bonds and currencies in China.
The allocation of the fund is very flexible, and managers can adjust the investment ratio according to the market conditions, and the investment proportion of A-shares or domestic bonds in China can reach 100%. This setting also puts forward very high requirements for fund managers.
At present, the investment style of the fund is mainly biased towards the value of stock-debt balance, with 69.74% invested in equities. The top five positions are Ping An Insurance, Guizhou Moutai, Hengrui Pharmaceutical, China Merchants Bank, and China China exemption. The top five positions account for 17.84%, which is relatively scattered; a small portion of the money is invested in bonds (29.67%). (data as at 30 September 2020)
The cumulative return of the Hong Kong dollar category An of the fund has reached 96.92% since the establishment of the fund on March 3, 2014, and the cumulative performance this year is 21.92%. Won the 3-year Morningstar 5-star rating.
Source: monthly report of the Fund, as of September 30, 2020
In this paper, the historical performance of Dacheng China flexible allocation Fund comes from Class A dollar share, which was issued on March 3, 2014.
Futu platform online fund accumulates Hong Kong dollar and US dollar shares for Dacheng China flexible allocation Fund Class P, which was issued on August 14, 2019.
If you are worried that the stock risk is still high and only want stable investment products, you might as well consider the debt base, the yield is relatively high, but the risk is also relatively low. Follow the editor to continue to know what excellent debt base there is in elephant wealth.
Yi Fangda (Hong Kong) Select Asian High yield Bond Fund: Nuggets Asian dollar bonds
Yi Fangda (Hong Kong) selected Asian high-yield bond fund mainly invests in high-yield bonds in the Asian region, of which Chinese dollar bonds account for 55.56% of Prida, with a maturity of 1-2 years.
The US dollar and Hong Kong dollar shares of ClassA, which launched in Futu, were established on January 28, 2019 and March 25, 2020, respectively. The total return of the category A US dollar share has so far reached 15.2%, which is a debt base with excellent income performance.
Historical net worth performance
The picture shows Yi Fangda (Hong Kong) selected Asian High yield Bond Fund Class A performance
Source: Yi Fangda (Hong Kong) official website, January 28, 2019 to October 8, 2020
Cumulative performance
Source: monthly report of the Fund, as of 31 August 2020
Related readings:Optimistic about investment opportunities for Asian US dollar bonds: Yi Fonda (Hong Kong) Select Asian High yield Bond Fund
Summary
It is not so easy to buy a good fund. It is important to carefully study the investment style, field, and historical performance of the fund, but the editor still wants to remind you that it is best to choose according to your own asset allocation and risk tolerance. Only in this way can you choose the investment category that best suits you. On the road of investment, Fortune Elephant Wealth grows with everyone.
Related readings:Is it important to choose a fund company? One article will take you to take an inventory of a number of top management companies.
Disclaimer
Risk and disclaimer: this document is not and should not be regarded as the basis for soliciting, soliciting, inviting, recommending the sale of any investment products or investment decisions, nor should it be interpreted as professional advice. Those who read this document or before making any investment decision should fully understand the risks and the characteristics and consequences of the relevant laws, taxes and accounting, and decide whether the investment is in line with their financial position and investment objectives according to their own circumstances, and whether it can withstand the relevant risks, and should seek appropriate professional advice if necessary.
Investment involves risks, and investors should carefully read the fund information and related documents (including its risk factors). Investors are advised to note that the prices of fund products can rise or fall, and may change substantially within a short period of time. Investors may not be able to get back the amount they have invested in the fund. The past performance of the fund does not predict future performance. If there are similar forward-looking statements in this document, such contents or statements shall not be regarded as guarantees of any future performance, and it should be noted that the actual situation or development may differ materially from such statements.
Those whose investment income is not in Hong Kong dollars or US dollars are subject to the risk of exchange rate fluctuations.
Risk Tip: the views of the authors or guests shown above have their own specific positions, and investment decisions should be based on independent thinking. Futu will try its best but cannot guarantee the accuracy and reliability of the above content, and will not bear any loss or damage caused by any inaccuracy or omission.