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高位发行基金遭遇A股断崖 业绩“冰火两重天”

2017-08-25 06:56:49   中国经济网

2015年夏,A股遭遇断崖式下跌,尽管权益投资者经历了惊心动魄的“蹦极跳”,但就在当年6月成立的基金数量几乎达到接下来三个月成立的新基金总数之和,且出现了多只首募份额超过百亿的基金,足见当时投资者高涨的信心。经过A股市场两年多的调整,如今这批基金已高低渐分,收益率呈现“冰火两重天”。

超半数基金净值为正

数据显示,截至2017年8月24日,在2015年6月成立的基金中,有152只基金单位净值在1元以上,其中有13只基金成立以来总回报率超过20%。

中国证券报记者梳理发现,2015年6月成立的绝大多数混合型基金在当年下半年选择对股市做“壁上观”,采取绝对收益投资策略,以固收为主要投资方向。这些基金在2015年表现均较为乐观,有的甚至取得了高达75%的收益。还有部分基金在2015年12月IPO新规颁布后选择清仓股票,成功规避了2016年市场的大幅下跌。

以富国沪港深价值精选为例,自成立以来已取得29.60%的收益,今年回报率已达27.56%。该基金经理在上半年重点配置了医药、互联网、电子、汽车、消费、保险等未来几年更具备成长性的行业。

在股票型基金中,南方量化成长表现较为亮眼,自成立以来取得了17.4%的总回报率,其年报显示,在2015年该基金采取相对谨慎的策略,选股策略以量化多因子模型选股为主,数量化指标挑选成长属性更强的股票逐步建仓,并在当年取得了23.00%的净值增长率,与同期成立的股票基金相比,获得了明显的超额收益。

德邦新添利A自成立以来取得了17.33%的总回报率,在债券型基金中名列前茅。该只基金为二级债基,自成立以来,在债券方面采取了防御性操作,维持了较低的久期和合同规定的较低债券持仓水平,特别是在行业分布和择券中,一直保持对债券信用资质的较高要求,合理地控制了回撤幅度。

部分基金形势不容乐观

数据显示,截至2017年8月24日,成立于2015年6月的那一批基金中,跌幅超过40%的基金共有32只,其中不乏遭遇“腰斩”的基金。当年发行火爆的“一日百亿”的多只基金目前均呈现亏损状态,有的基金跌幅一度超过60%。除了净值,这几只百亿基金的规模下降幅度也很大,有的虽经历“腰斩”但尚可维持在百亿以上,有的则早已跌下“百亿神坛”,规模缩水最大的已达72.46%。对此,业内人士表示,这很有可能是这类新基金在股市高点建仓,一旦市场出现回落,基金就会遭受净值缩水、投资者赎回等压力,进而导致基金规模逐渐萎缩。

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