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直击三类中小盘概念基金 优劣逐一看

2017-09-18 07:11:38   中国经济网

中国基金报记者 方丽

上半年走蓝筹风之后,下半年市场多了点成长的味道。中小盘股或有表现该用什么来抓住?

中国基金报记者梳理发现,目前市场上有重点以中小盘为布局对象的主题基金,有跟踪创业板、中证500等中小创指数为主的指数基金,有以新能源汽车、精准医疗等为代表的“新兴产业”主题基金,都可以成为抓住“中小盘”市场风的利器,投资者需要注意其中优劣来根据自己需求布局。

30只中小盘权益基金

值得关注

据中国基金报记者统计,目前市场上以“中小盘”为布局对象的主题基金大约有30只,名称中大多带有“中小盘”、“中小盘精选”或者“中小盘成长”,最早成立于2004年,较多的是在2010年至2014年成立。

数据显示,截至9月16日,这30只基金今年以来获得9.79%的收益,而成立以来年化收益率平均也达到9.16%,表现不错。不过基金业绩差异较大,以成立以来年化收益为例,有28只基金获得正收益,最高一只成立以来年化收益率达到30.22%,而表现不好的则出现超10%的亏损。银华中小盘精选、大成中小盘、国泰中小盘成长、易方达中小盘、诺安中小盘精选等中长期表现较好。

此外,类似的基金还可以关注“战略新兴”等为重点布局对象的基金,不过要重点关注此类基金的持仓情况。从目前来看,这些主题类基金主要是配置中小板和创业板股票居多,但有些产品风格并非如此,因此筛选这类产品重点是看近几个季度的持仓情况,最好是持续偏爱创业板品种。

若选择这类基金,尤其需要注意基金经理的投资能力,最好是擅长选择成长股且能坚持成长风格的基金经理,风格较稳定。除了看资产配置外,投资者还应该选择对成长股有投资经验的基金经理。选择那些所管理的基金为成长风格,且业绩较好、或者之前担任过TMT、互联网等新兴行业研究员,他们往往更容易理解新兴产业。其次要预防货不对板,有些中小盘基金布局了不少蓝筹股,如果看好成长股的,就别选它。

中小创指数基金做波段

指数基金仓位高,持股明晰,目前来看,跟踪创业板指数、中证500指数、中证1000指数的基金,完全可以成为投资进行波段操作的工具,但也需要注意三个方面:

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