The release of the 2022 quarterly report of the stock fund has officially begun. On January 10, Kwang Fund's three equity funds released their four-season reports, and the fund manager's performance was also released.
In the fourth quarter of last year, the market fluctuated repeatedly, and due to the different investment management ideas of fund managers, the stock positions of the first group of equity funds, which released four-season reports, were completely different. At the same time, the work of the product has also changed. Looking forward to 2023, each fund manager believes that there are investment opportunities in new energy vehicles, solar power, tourism and other sectors, and that some of the sectors they study are relatively high in value.
There is a big difference in stock positions
On January 10, the first quarterly report for 2022 equity funds was released. Three equity funds within Quam Fund reported quarterly results. Each fund's equity position varies greatly.
In particular, as of the end of the fourth quarter, the equity investment in the Huafu Dynamic Allocation Hybrid Fund managed by Li Xiaohua accounted for 94.73% of the fund's total assets, a slight increase compared to the end of the third quarter. Equity investments in Huafu New Energy shares co-managed by Chen Qi et al accounted for 88.14% of the fund's total assets, slightly down from the end of the third quarter. Although the stake in Huafu Strategy Selected Mix is relatively low at 77.91%, it has increased by 7.1 percentage points compared to the end of the third quarter.
According to the list of large-cap stocks in the fourth quarter, it is a fund that focuses on researching small and medium-sized companies with excellent market capitalization in the tourism sector, and individual stocks such as Air China, Jinjiang Hotel, and Songcheong Performing Arts are supported. Quam's Flexible Allocation Hybrid Fund. However, the top 10 stocks in the heavyweight fund changed, with all six stocks becoming new heavyweights for the fourth quarter: Shanghai Airport, China Southern Airlines and Beijing Travel Hotel.
Conversely, in the fourth quarter of last year, the fund manager's style determined the product's investment allocation, and the product's indicators were also different.
The Huafu Flexible Allocation Hybrid Fund, managed by Li Xiaohua, performed very well with a yield of 21.74% in the fourth quarter of last year. Among them, in the fourth quarter of 2022, new medium-sized CYTS in the secondary market will increase by 39.36%. In addition, shares of Spring Airlines rose 24.03% in the fourth quarter of last year, Huatian Hotel rose 49.32% during the period, and shares of Songsung Art and BTG Hotel are holding tight. It also increased by more than 10% in the fourth quarter.
On the other hand, Huafu New Energy, co-managed by Chen Qi and Shen Cheng, posted a 3.22% return in the fourth quarter of last year, while Huafu Strategy Selected Mixed posted a negative return in the fourth quarter of last year.
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