Nuggets from the broad market fund with its preferences in the idea of changes in conversion Jianca

Category: Money tips Release Date: 2007-05-04

With the increasingly large size of the fund distribution, the Fund's Jiancang ideas significant changes have taken place, we have medium and small investors can not help but thinking of changing from the Fund to change the operation of Jiancang ideas.

In the past few years, the fund size distribution is generally less than 1 billion yuan, mainly in mid-cap blue chips and growth stocks based on the large market capitalization stocks tend to "heating" method Jiancang.

But with the increase in the size of the fund distribution, the size alone of more than 2 billion yuan fund more and more billions of dollars in particular, the emergence of the size of the fund, making it great value Jiancang goals, began to tilt the size of the company. And such stocks tend to occupy an important position in the index system, so the fund will inevitably lead to large-scale settled in the index rise.

Recalling the first scale, only 10 billion of funds --- GF optimization, was released in May of this year, its third-quarter Jiancang direct banking, real estate stocks such as large-cap stocks to play an active guiding role. From the three quarterly perspective, banking, communications, commercial chains, real estate is the highest proportion of the Fund's investment in the four sectors. Although several major sectors of the stock market this year, the majority of shares has been or is not small, but in the eyes of many institutional investors, they are still able to bring about sustained growth performance of the Taurus.

In addition, medicine can be described as dormant plate this year, a long time. As the fierce competition in the industry, coupled with the increased intensity of the pharmaceutical industry norms, so most of the pharmaceutical stocks flat. But this did not prevent the selection of a new fund based on the medical unit Jiancang speedy completion. Tiantan Biological Products, Tasly, Sinopharm shares are all on drugs has been newly issued shares of large cap fund phase, stock prices have also occurred rapidly pulled up. From the three quarterly perspective, Guangdong Development Fund has become the preferred Tiantan Biological Products is the largest shareholder of the outstanding shares.

Meanwhile, the main modern traditional Chinese medicine manufacturing Tasly has also been widely distributed optimal care. However, the disadvantage of pharmaceutical stocks Liu Tongpan small, illiquid, coupled with more professional products, ordinary investors are a thorough understanding of the investment is relatively more difficult.

The Jiancang real estate stocks, pharmaceutical stocks at the same time, easy Fonda (Easy Fonda news, easy to Fonda Well) selected and widely preferred and others also bought high-speed Shandong, Fujian, high-speed, modern highways and more than investment shares, as can be defensive can attack varieties in Shandong high-speed top 10 tradable shareholders, there are another 10 billion fund --- Yi Fonda Select a new fund presence. Highway Unit performance and stability characteristics of both growth and is selected as the focus on broad market portfolio of the fund's main targets.

Note: The total fund size of more than 100 million copies 947.4396