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年内亏损16.10% 光大保德信风格轮动年内业绩垫底

2017-09-01 08:26:53   中国经济网

8月31日晚间,随着基金最新单位净值的披露,今年前八个月的业绩排名也浮出水面。在基金江湖中,有人笑就一定会有人哭。

号外财经注意到,可对比的2000多只主动管理型偏股基金中,平均业绩为7.07%。整体来看,虽然基金行业前八个月红旗飘飘,但仍然有近1/10的基金出现了亏损。而光大保德信风格轮动基金,亏损基金的典型代表。

据wind统计数据,截至8月31日晚间,光大保德信风格轮动基金最新单位净值为0.9120元,年内累计回报率为-16.10%,远远跑输同期同类基金7.07%的平均业绩;同期,沪深300涨幅为15.47%,更是将该基金远远甩在身后。号外财经注意到,在可对比的2014基金中,光大保德信风格轮动业绩排名第2009,处于绝对的垫底水平。

公开数据显示,光大保德信风格轮动基金成立于2016年2月4日,也就是在熔断行情之后成立,可以说成立的时机较佳。但是,光大保德信风格轮动基金并没有把握住这种优势,成立来累计回报率为-8.80%。

业绩差强人意,必然会导致投资者用脚投票。光大保德信风格轮动基金管理规模一降再降。截至今年上半年,该基金资产净值为0.57亿元,而成立时规模为2.17亿元,短短两年半规模缩水73.73%。查询该基金份额变动详情,不难发现,成立后的第二个季度,该基金就出现了巨额净赎回,截至2016年6月底,该基金份额仅剩0.73亿份。

光大保德信风格轮动基金半年报披露:基金本报告期内份额净值增长率为-17.30%,业绩比较基准收益率为0.22%。在业绩表现说明中,该基金称,今年以来,市场风格偏好于低估值、高市值、高成长的蓝筹股,且市值风格分化巨大。风格轮动基金配置中等偏小,在市值因子上暴露较大的头寸,引发损失。此外,市场存量资金博弈特征在不断强化,“一九”行情频现;强者愈强,弱者愈弱;这导致量化模型的核心逻辑(捕捉市场定价短期错误的机会而获利)失效。表象是长期跟踪、使用的量化因子短期无效。该基金还表示,“一九”行情持续演绎导致局部“漂亮50”的持续强势,“非漂亮50”与大盘指数的走势迥异,而量化投资天然的持股分散,此时变为较大的劣势。

这里一只捕捉市场风格的基金,“一九”行情持续了很长时间,但该基金却华丽丽的错失布局良机,最终沦落为年内垫底的基金,多少会让人扼腕叹息!

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