Group 1 - The long-term growth investment strategy focuses on allocating to industries that can achieve sustained and stable profit growth over 5-10 years or longer, with representative industries including food and beverage, and pharmaceuticals [1][7] - The selected long-term growth sectors are primarily concentrated in consumer and cyclical manufacturing industries, with a historical annualized return of 14.06% from February 7, 2014, to May 8, 2025, outperforming the equity fund index by 6.13% [1][11] - The fund pool demonstrates strong industry allocation and stock selection capabilities, with a preference for high liquidity, high momentum, and prominent growth attributes, while the latest allocation leans more towards large-cap stocks [1][16] Group 2 - The definition of long-term growth funds is based on the attributes of the holding industries and stocks, with a focus on funds where the average proportion of growth stocks in the top holdings exceeds 60% [2][22] - The current long-term growth fund pool includes funds with strong profitability, higher management efficiency, and expected higher dividends, with a list of selected funds provided [2][23] - The fund pool's allocation is primarily in consumer sectors, accounting for approximately 60%-70% of the portfolio, while the proportion of the pharmaceutical sector is notably low [1][19]
长期成长基金池:大盘高质量投资
Minsheng Securities·2025-05-13 08:32