Market Overview - On July 4th, the market experienced a significant drop, indicating a potential end to the current rebound as it left a long upper shadow at 3497 points, which was a previous high [1] - The current position in the market is less than 10%, suggesting a cautious approach to avoid chasing high prices [1] Fund Performance - Two high-performing funds have been identified for the next round of market rebound: CITIC Prudential Economic Selection A and Xin'ao Star Bright Selection A, with one-year returns of 65.77% and 65.52% respectively, and maximum drawdowns of -13.32% and -11.81% [3][4] - The performance metrics of these funds are impressive, particularly CITIC Prudential Economic Selection A, which has shown strong returns and manageable drawdowns [4] Fund Selection Criteria - The selected funds must meet the following criteria: 1. Established for at least one year 2. One-year returns exceeding 60% 3. Active equity products including mixed equity, ordinary stocks, flexible allocation, and balanced types 4. Maximum drawdown since inception less than -15% [5] Fund Management Insights - CITIC Prudential Economic Selection A has transitioned from two fund managers to one, necessitating observation of the new manager's performance [7] - Xin'ao Star Bright Selection A employs an "index+" strategy, benchmarking against the CSI 2000 index and utilizing a multi-factor model for stock selection, making it a favorable choice for small-cap investments [7]
挖到2只!近一年收益超60%,回撤小于-15%的基金
Sou Hu Cai Jing·2025-08-12 04:17