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赚钱效应显现 工银瑞信18只偏股基金年内收益超15%

2017-09-11 10:32:41   中国经济网

今年以来股市持续回暖,统计显示,市场上2000多只主动偏股型基金中,近九成取得了正收益,展现了较好的赚钱效应。凭借突出的投研实力,工银瑞信旗下的偏股基金军团整体表现出众,13只主动偏股型基金年内收益超过15%,其中4只更强势上榜同类前10。

值得一提的是,6月以来,市场热点轮动加快,投研实力突出的偏股基金能够较好捕捉机会,从近三个月来看,工银瑞信旗下共有19只主动偏股基金收益超10%,工银瑞信新材料新能源、工银瑞信国家战略股票基金近3个月涨幅更是超过了20%,居2000余只主动权益类基金中前5%。

公募基金赚钱效应凸显

股票基金年内平均收益逾12%

银河证券数据显示,截至9月1日,今年以来上证综指上涨8.49%。在行情回暖的带动下,公募基金赚钱效应凸显,基金整体获得正收益,年内标准股票型和混合型基金的平均收益率分别为12.13%和7.37%,QDII基金达到18.96%。其中,工银瑞信旗下基金表现优异,共有18只偏股基金年内收益超过15%,其中主动管理型达13只,涵盖了股票型、混合型和QDII基金等多种产品类型,更有4只强势跻身同类前10,展现了全面领先的主动投资实力。

作为国内第二大公募基金公司,工银瑞信旗下公募产品线丰富,尤其在偏股行业主题基金布局中居业内领先地位,在今年以来的板块轮动行情中较好把握了机会。具体来看,工银沪港深和工银金融地产的年内涨幅分别为23.66%和21.59%,分列同类的第19和第4,工银物流产业以19.82%的收益位列同类第9。此外,工银国企改革、工银美丽城镇、工银大盘蓝筹也取得了超过18%的收益,工银新蓝筹、工银国家战略、工银新材料新能源、工银消费服务均获得了超过15%的收益。

不仅国内市场投资成绩可圈可点,QDII基金同样表现不俗,工银全球股票和工银香港中小盘股票、工银香港中小盘股票(美元)分别取得了22.73%、22.41%和28.79%的收益,齐齐跻身“超20%收益阵营”,同时工银全球股票和工银香港中小盘股票(美元)分别位列同类第8和第3。

精准把握热点轮动行情

工银瑞信19只主动偏股基金近3月收益超10%

值得关注的是,6月以来,大盘一改上半年蓝筹行情独大的局面,成长股也开始发力,同时盘中热点轮动加快,大金融、周期股、国企改革等主题大有“你方唱罢我登场”之势。在此背景下,主动偏股型基金的主动投资优势凸显,银河数据显示,截至9月1日,包括标准股票型、行业股票型、偏股型、行业偏股型、灵活配置型、股债平衡型等在内的主动权益类基金最近1个月平均收益率为4.24%,最近3个月平均收益为9.94%,均跑赢同期上证指数3.22%和8.42% 的涨幅。

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