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指数基金投资+:首批两只沙特ETF下周上市,纳指生物科技调入后涨5.86%
Huaxin Securities·2024-07-14 03:02

Performance Overview - The Nasdaq Biotechnology Index increased by 5.86% after the inclusion of new stocks[2] - The Xin Selected ETF strategy achieved an annualized return of 14.23% over the past three years, with a maximum drawdown of only 8.6% and a Sharpe ratio of 1.44[7] - The total return of the China-US core asset portfolio from early 2015 to now is 32.62%, outperforming equal-weighted indices by 11.09%[10] Fund Issuance and Market Trends - A total of 13 new public funds were established this week, raising a total of 3.547 billion yuan, with four new index funds accounting for 409 million yuan[31] - This week, seven new index funds were reported, primarily focusing on dividend themes[54] - Two new Saudi ETFs are set to be listed next week[34] ETF Fund Flows - The Xin Selected ETF strategy has a total return of 4.6% year-to-date, outperforming equal-weighted ETFs by 6.4%[45] - A-share ETFs saw a net inflow of 11.432 billion yuan this week, while bond ETFs had a net inflow of 1.467 billion yuan[90] - The cross-border ETF market saw a net inflow of 4.571 billion yuan, with US ETFs gaining 3.228 billion yuan[70] Sector Performance - The electronic and pharmaceutical sectors received net inflows, while non-bank financials and renewable energy sectors faced significant sell-offs[92] - The broad-based dividend ETFs saw a net inflow of 763 million yuan, indicating strong market consensus on dividend strategies[92]