Original title: Jinniu Fund Company will make a huge contribution to the wealthy country in the first year of the year, and it will be launched on January 4
In the context of the continued recovery of the domestic economy and the appreciation of the renminbi, the attractiveness of China’s assets continues to increase. At the same time, with the continuous emergence of the money-making effect of leading fund companies, investors are willing to deploy high-quality A-share assets through public funds Getting stronger. It is reported that the Wells Fargo Balanced Choice (fund code: 010662), created by Jinniu Fund Company Wells Fargo Fund (blog, Weibo) and to be helmed by well-known fund manager Yang Dong, will be issued on January 4, 2021. The fund will focus on my country Industries that have strategic development opportunities in the economic transformation, strive to capture high-quality stocks with high growth.
According to data, Wells Fargo’s balanced preferred stock investment accounts for 60%-95% of the fund’s assets, and a “bottom-up” stock selection strategy will be adopted, focusing on stocks with sustained competitive advantages, good growth and high intrinsic value. , In order to capture the investment opportunities brought by the rapid growth of individual stocks. At the same time, through balanced allocation in cycles, consumption, technology, medicine and other fields to reduce fluctuations, we are committed to creating a “comfortable” investment experience for holders.
The proposed fund manager Yang Dong has more than 10 years of experience in the securities industry. He is a fund manager with a balanced growth style. He is good at mining individual stocks, attaches importance to portfolio risk management, and focuses on investment in growth stocks with a margin of safety. In the investment process, he attaches great importance to the risk-return ratio, and through bottom-up in-depth research to find growth stocks with competitive advantages, to form a portfolio with clear “innovative” characteristics, and strive to achieve long-term stable returns. In terms of stock selection logic, Yang Dong focuses on the core values of listed companies, focusing on cost performance, focusing on companies with large future market imagination, excellent entrepreneurial spirit, good corporate governance, high risk-to-return ratio and margin of safety.
In more than 5 years of fund management experience, Yang Dong’s concept has been well confirmed. Take its representative work of the rich country low-carbon new economy as an example. The fund was established on December 18, 2015. At that time, the Shanghai Stock Exchange Index was close to 3,600 points. After the 2016 circuit breaker and the 2018 bear market, the excess returns were significant. The performance data reviewed by the custodian bank showed that as of December 4, 2020, since managing the fund, Yang Dong’s return on his tenure reached 200.54%, and the performance comparison benchmark for the same period was 14.09%, capturing 186.45% of excess returns during the ups and downs of the market. , Outstanding performance.
In addition to the personal strength of the proposed fund manager, Wells Fargo Balanced Selection (fund code: 010662) will also rely on Wells Fargo Fund’s powerful investment and research platform to deploy in areas such as consumption, cycle, technology, and medicine. Adhering to the investment policy of “in-depth research, bottom-up, respect for individuality, and long-term return”, the equity investment team of Wells Fargo Fund has achieved full coverage in key industry research and will spare no effort to escort new funds. According to data from Haitong Securities (600837, shares), as of September 30, 2020, the average performance of Wells Fargo Equity Funds in the past year reached 58.92%, ranking second among 12 large equity companies. In the three major newspaper selections in 2020, Wells Fargo Fund also won the “2019 Golden Bull Fund Management Company” issued by the “China Securities Journal”, the “Top Ten Star Fund Company Award” issued by the “Securities Times” and the “Shanghai Securities News” The “Top Fund Company Award” was awarded, and all the company-level awards with the highest gold content were collected in the bag.
(Editor in charge: Chen Zhuang)
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