Workflow
基金多元化投资
icon
Search documents
规避“单押” 基金多元化投资也能获取高收益
Zheng Quan Shi Bao· 2025-07-16 23:38
Core Viewpoint - In the current public fund industry, fund managers who can maintain their product characteristics while achieving good performance are considered "rare" [1] Group 1: Performance and Strategy - The best-performing funds in the market have achieved returns of over 100% this year, with many high-yield products relying on concentrated positions in one or two popular sectors [1] - Some fund managers emphasize a diversified investment strategy that aligns with their investment style, achieving notable performance without relying solely on popular sectors [2][3] Group 2: Individual Fund Performance - Notable funds with unique investment characteristics include: - GF Growth Navigator Fund with a return of approximately 75% - NuAn Multi-Strategy Fund with a return of about 45% - Southern Hong Kong Innovation Vision Fund with a return of 36% - Shenwan Hongxin LeRong Fund and Anxin Insight Growth Fund both around 49% [2] - These funds have not adopted a single-sector strategy, focusing instead on diversified stock selection [2] Group 3: Diversification and Risk Management - Fund managers employing a balanced strategy often have over 10 years of investment experience and have navigated multiple market cycles [2] - For example, the NuAn Multi-Strategy Fund has achieved a 45% return by diversifying across various sectors, including agriculture, pharmaceuticals, and chemicals, with no substantial heavy positions [3] - The GF Growth Navigator Fund's impressive 75% return is also based on a diversified portfolio across sectors like environmental protection, military, and automotive electronics [3] Group 4: Importance of Avoiding Concentration - Experienced fund managers emphasize the risks of concentrating on a single sector, which can lead to significant losses [5][6] - A shift towards a diversified investment approach has been noted among managers who previously relied on sector concentration, highlighting the importance of adapting to changing market conditions [5][6]