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把握投资机遇可关注 工银瑞信国企改革主题股票基金
2017-08-29 04:51:00 中国青年网
近期,国企改革有望获得市场资金的持续关注。此时,普通投资者不妨投资相关的主题基金,如工银瑞信国企改革主题股票基金,其年内业绩回报达15.44%,优于同类基金平均收益率。
Wind数据统计显示,目前市场上以“国企改革”命名的基金共有15只。截至今年8月21日,15只国企改革基金今年来的平均收益率为8.03%,表现稳健。其中工银瑞信国企改革年内回报达15.44%,为仅有的2只收益超15%的“战斗基”之一。资料显示,该基金投资于基金界定的国企改革主题范围内股票不低于非现金资产的80%。基金二季报显示,该基金权益类资产比例为87.77%,意味着“囤积”了大量的国企改革标的,有望为投资者把握行情风口。
近期,多家机构对国企改革主题基金的前景看好。中信建投相关人士表示,如联通作为本轮混改中与上市公司关系紧密、受关注度高的央企集团,其改革方案将对今年的国企改革起重要作用。此外,近期出台的一些政策,也提出要鼓励外资参与国内企业优化重组、鼓励外资参与国有企业混合所有制改革,为此,坚定看好国企改革主题。海通证券相关人士也表示,回顾今年国改主题明显滞涨,国改主题有望成为后市弹性较佳的板块。
国企改革作为一只名副其实的“战斗基”,工银瑞信国企改革基金将以工银瑞信强大的权益投资实力为依托,努力为投资者获取良好回报。资料显示,工银瑞信在权益类投资方面积累丰厚,有18个研究中心、7个权益投资能力中心,严守“研究驱动投资、研究创造价值”的投资管理理念,力争在严控风险的基础上为投资者获取不错回报。
(朱华)
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