1月份89%QDII基金正收益 华泰柏瑞中韩半导体涨28%

Core Viewpoint - In January 2026, 89% of the 694 comparable QDII funds experienced net value increases, with 16 funds rising over 20%, primarily in passive equity categories, indicating a strong performance in the QDII market [1]. Group 1: Fund Performance - 618 out of 694 QDII funds saw net value increases, with 70 funds declining and 6 remaining flat [1]. - The top performer was the Huatai-PB Korea Semiconductor ETF (QDII), which rose by 28.20%, followed closely by its linked funds with increases of 24.60%, 24.59%, and 24.58% [1]. - 16 QDII funds achieved over 20% growth in January, with many being passive equity funds [1][2]. Group 2: Fund Management - The Huatai-PB Korea Semiconductor ETF is managed by Liu Jun and Li Mu Yang, both with extensive experience in fund management [2]. - Four QDII funds under E Fund Management also performed well, with increases ranging from 21.82% to 22.75%, focusing on gold and gold stocks [2]. Group 3: Sector Allocation - The Huatai-PB Korea Semiconductor ETF maintained a low tracking error, achieving its investment goals effectively, with top holdings including Samsung Electronics and SK Hynix [1]. - In the last quarter, the fund increased its holdings in materials, industrials, and consumer staples while reducing exposure to energy and non-consumer goods [3]. Group 4: Underperforming Funds - Only 6 QDII funds fell by more than 4% in January, with the Huabao Overseas New Energy Vehicle Stock Fund (QDII) leading the decline at -5.95% [3]. - The Manulife India Stock Fund also underperformed, with declines of 4.66% and 4.71% [3].