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皇家彩票网官方客服:11% fund is mini

时间:2018/7/6 19:05:28  作者:  来源:  浏览:0  评论:0
内容摘要: 11% Foundation is a mini \n?flexible configuration type into "hardest hit" \n? With the continuous increase in the total number o...

11% Foundation is a mini

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flexible configuration type into "hardest hit"

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With the continuous increase in the total number of funds, the A-share market has repeatedly hit new lows in the first half of the year, and the number of mini-funds is increasing. As of the end of June this year, the number of funds with assets of less than 50 million yuan reached 613, and the flexible allocation fund was the hardest hit area of ??mini-funds, with 205, accounting for 1/3. From the perspective of fund managers, there are more than 10 mini-funds in 18 companies. Considering the different types of funds managed by different companies, among the companies that manage no less than 10 public funds, the number of mini-funds in six companies accounts for More than 40% of the companies with a management number of not less than 40, a total of 9 companies accounted for more than 20% of the mini-funds. The number of mini-funds of more than 100 large companies accounted for less than 11%.

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11% of the above funds are "mini"

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According to statistics, as of the end of June this year, among all the funds in the market, the number of funds with assets less than 50 million yuan reached 613 (the combined calculation of various fund shares), accounting for more than 11% of the total number of public funds. If we do not consider the fact that some of the funds that have been liquidated are “liquidated for 20 consecutive trading days of less than 50 million yuan”, at the end of the first quarter of this year, a total of 446 fund assets were less than 50 million yuan, accounting for the fund. The proportion of the total number does not exceed 10%. At the end of the fourth quarter of last year, there were 347 funds with a scale of less than 50 million yuan, accounting for 7.6%. At the end of June 2017, there were 202 funds with a scale of less than 50 million yuan, accounting for less than 5%.

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It can be seen from the above comparison data that the number and proportion of mini funds are constantly expanding.

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The industry believes that there are many reasons for this phenomenon. On the one hand, fund management companies continue to issue new products, while the total number of funds increases, due to various factors such as poor fund management performance and poor marketing ability. It is inevitable to generate more mini funds. On the other hand, in recent years, investors have become more and more sought after for funds with strong management capabilities, and the Matthew effect of the fund industry is also increasing, and the polarization trend is becoming more and more obvious. In addition, in the past two years, the institutional custom fund broke out. With the withdrawal of some institutions, the scale of fund assets also shrank rapidly, eventually becoming a “mini fund” with an asset size of less than 50 million yuan.

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flexible configuration type accounted for 1/3

of the mini fund\n?

In terms of classification, among the 613 funds mentioned above, equity funds are the most in mini-funds. Among them, flexible allocation funds are the hardest hit areas of mini-funds. A total of 205 flexible allocation funds have assets below 50 million yuan. One-third of the mini-funds are flexible configuration funds. This is also related to the maximum number of flexible configuration funds. According to statistics, the total number of flexible configuration funds at the end of June this year was 1,415, while the mini flexible allocation funds accounted for more than 14% of such funds.

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Index funds are also rich in mini funds. According to statistics, a total of 103 enhanced index type and passive index type are mini-funds, accounting for more than 19% of the total number of such funds. To a certain extent, this also reflects that index funds are not optimistic about Chinese investors. Although the stock company God Buffett is very respectful of index funds, but the A-shares have always been short-haired bears, the overall market does not show a clear index market, in contrast, the US stock market bull market can hold years or even nearly ten years. Therefore, investors in A-shares have difficulty making money with index funds. Similarly, there are naturally bond-type index funds.

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In addition, the medium and long-term pure debt base gold and secondary debt base also have 67 and 62 mini funds, accounting for 8% and 21% of the total number of similar funds.

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18 company mini fund more than 10

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In terms of fund company , the above 613 mini funds belong to 101 companies, a total of 18 companies have more than 10 mini funds, including Changxin, Guangfa, Qianhai Kaiyuan, Zhongrong, Ping An Dahua, Harvest, Chuangjinxin, Haifutong, Dongfang, etc. Considering that some large companies have more products, the possibility of generating mini-funds is also greater. Therefore, considering the total number of fund management companies, in the companies that manage more than 10 (including) public funds, Jinxin and Tian Zhizhi, NORD, China Resources Yuanda, CITIC Jiantou , Yimin 6 companies accounted for more than 40% of the number of mini funds, the total number of public funds managed by these fund companies are between 10 and 20.

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Among the fund companies with more than 40 managed funds, there are 9 companies with more than 20% of mini funds, including Zhongrong, Changxin, Dongfang, Ping An Dahua, Haifutong, Qianhai Open source and so on. For example, Zhongrong Fund has a total of 44 public fund management funds, 15 mini funds, accounting for 34%, long letter fund management of 61 public funds, 16 mini funds, accounting for more than 26%. There are 57 Ping An Dahua Management Fund and 14 Mini Funds, accounting for more than 24%.

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In contrast, large fund companies typically account for less than 10% of mini-funds. For example, among the 13 fund companies that manage the number of public funds not less than 100, 10 of them have a mini fund ratio of less than 10%.

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This together shows that the Matthew effect of the fund company is quite obvious.

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Mini fund type distribution

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Number of fund types

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Equity

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Flexible configuration type 205

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Partial stock mixed type 49

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common stock type 35

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Balanced hybrid 1

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Enhanced Index Type 14

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Passive index type 89

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Fixed income class

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Debt-mixed type 28

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medium and long-term pure debt type 67

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Mixed bond type secondary 62

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Mixed bond type first level 10

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Passive Index Bonds 13

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Currency Market Type 11

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Alternative investment

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Stock long and short 4

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QDIIQDD stock type 14

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QDD hybrid 4

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QDD Alternative Investment 3

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QDD bond type 4


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