It has fallen by more than 30% in the past year, and more than 300,000 people have purchased it in the past week.
Scores do not match the popular Alipay list to remove Ge Lan
Ant Platform: Investors deploy more stable products
■ Recently, in the weekly sales ranking of Jinxuan Funds on the Ant Wealth Platform, the funds managed by Gu Lan can no longer be seen. Before that, the C share of CEIBS Healthcare managed by Gu Lan was a frequent visitor to the sales list.
■ Regarding the changes in the list, Ant Fortune said: "The 'Weekly Sales Ranking' in the Ant Fortune Gold Selection List is based on the objective data of investors' purchases in the weekly dimension. Recently, with market fluctuations, more investors have begun to Equipped with stable fixed income and fixed income + products.”
■ "Is this really because CEIBS is buying less, or is Alipay manually withdrawn after public opinion fermented?" a netizen commented.
news personality glen
Glenn, who graduated from Northwestern University with a doctorate in biomedical engineering, is recognized as the "Queen of Medicine" in the market.
She currently manages five funds including "China-Europe Research Select Mix", "China-Europe Alpha Mix", "China-Europe Medical Innovation Stock", "China-Europe Mingrui New Start Mix" and "China-Europe Health Care Mix".
In terms of absolute scale, by the end of 2021, the scale of these five funds will reach 110.339 billion yuan, surpassing the previous "Public Funding Brother" Zhang Kun to become the "Public Funding First Sister".
In terms of scale increments, in the 2021 growth list of active equity products managed by public fund managers, Ge Lan ranks third with a scale increase of 63 billion yuan, second only to E Fund's Hu Jian (68.9 billion yuan) and Lin Sen (64 billion yuan).
CEIBS Healthcare C exits the top ten sales list of Ant Gold election week
As the largest sales organization of non-monetary public funds, the traffic of Ant Fund has greatly increased the scale of many blue-chip funds, and even put fund managers into the top trend. One of them is Gu Lan of China Europe Fund.
The C-share of CEIBS Healthcare managed by Gulen has more than 10 million followers on the Ant platform. In the weekly sales ranking of the Golden Selection Fund on the Ant Wealth Platform, the fund is a frequent visitor to the list.
However, recently, when the weekly sales ranking of the Golden Selection Fund was opened, the product under Gelan's brand was no longer visible.
Regarding the changes in the list, Ant Fortune said: "The 'Weekly Sales Ranking' in the Ant Fortune Gold Selection List is based on the objective data of investors' subscriptions in the weekly dimension. Recently, with market fluctuations, investors have begun to allocate more Robust fixed income and fixed income + products.”
Ant Fortune also said: "Golden Selection is committed to selecting funds with relatively excellent long-term returns and excess returns on the balanced allocation and industry and style tracks, but the short-term returns still depend to a considerable extent on market fluctuations. We Investors are encouraged to hold for a long time, and investors are also advised not to bet on the track alone, but to pay more attention to balanced allocation funds with patience."
Judging from the latest weekly sales ranking, among the 10 funds, 4 are bond funds, and among the remaining equity funds, there are many funds familiar to investors, such as E Fund Blue Chip Selected Mixed by Zhang Kun In the past week, more than 100,000 people still bought it, and Xingquan Herun Mixture, managed by Xie Zhiyu of Industrial Securities Global, still had more than 90,000 purchases in the past week.
Hold for 6 months to 3 years, most investors lose significantly
From the influx of more than 300,000 people in a week to the current withdrawal from the weekly sales list, it seems that Ge Lan's CEIBS Healthcare C has "deterred" investors.
So, what is the real income situation of these investors on the Ant platform during more than one year of adjustment?
According to the statistics of user profit distribution on the Ant platform, 47.4% of investors who have held it for less than 6 months have a loss of more than 5%, but 21.6% still have a profit of more than 5%; when the holding time is between 6 months and 12 In January, 75.2% of investors lost more than 5%, and 15.3% of investors made a profit of more than 5%; when the holding time was 1 to 3 years, 75.7% of investors lost more than 5%, and 16.1% of investors Profit exceeds 5%.
When holding for more than 3 years, 67.2% of investors made a profit of more than 5%, and 22.2% of the investors lost more than 5%.
That is to say, investors with poor investment experience in CEIBS Medical and Health Care mainly focus on holding for 6 months to 3 years, and more than 75% of investors lose more than 5%.
Another fund managed by Gulen, China Europe Medical Innovation Equity C, has a similar situation.
According to the statistics of user profit distribution on the Ant platform, 33.3% of investors who held it for less than 6 months lost more than 10%, but 15.1% still made a profit of more than 10%; , 69% of the investors lost more than 10%, 14.3% of the investors made a profit of more than 10%; when the holding time was 1 to 3 years, 75% of the investors lost more than 10%, and 11.5% of the investors made a profit over 10%.
When holding for more than 3 years, 60% of investors made a profit of more than 10%, and 13.3% of investors lost more than 10%.
In other words, investors with poor investment experience in CEIBS Medical Innovation Stock C mainly focus on holding it for 6 months to 3 years, and about 70% of investors lose more than 10%.
According to the Alipay Fund's weekly sales list, Gelan's "China-Europe Medical and Health" ranked first, with a drop of more than 30% in the past year.
news/news/observation/observation
The track fund is a "double-edged sword"
It is worth mentioning that although China Europe Healthcare C is currently out of the top ten weekly sales, there is still a medical-themed fund in the latest weekly sales list - ICBC Credit Suisse Frontier Medical Stock A. More than 90,000 people bought it. Judging from the performance of the past year, although this fund also performed poorly, investors still actively bought it. It can be seen that investors are not completely "cold" by the fund in this track. .
In fact, the track fund has always been volatile, and it is more suitable for investors with high professional ability and risk appetite. In recent years, the funds with the top annual performance of the fund also have the shadow of the track fund. For this type of fund, investors are easily attracted by its amazing performance. If they can get on the bus in time, they may still enjoy a certain amount of income. However, when the industry in which the track fund is located begins to enter the adjustment cycle, the adjustment range is often higher than other funds.
Ant Fortune also pointed out: "More and more investors realize that the track is a double-edged sword. Compared with funds with balanced allocation, track funds are more volatile. Taking pharmaceutical industry funds as an example, CSI The pharmaceutical index will rise by 30% and 50% respectively in 2019 and 2020, and some excellent actively managed pharmaceutical funds have risen by 60% or even nearly 100% in the past two years. It is a rapid drop of 18%, which brings a huge psychological gap to investors. According to wind data, the rate of return of the China-Europe Medical and Health Hybrid Fund in the past three years is 138.9%, and the rate of return in the past five years is 182.6%, both exceeding the industry average. Level. The worst case is to buy at the high point of market sentiment and turn away at the low point of sentiment. There is no long-term investment, but long-term holding and crossing cycles can often get a good average return. "
Wu Yuefeng, the fund manager of Fengjing Capital, posted on Weibo that the theme-based stock funds of a single style and a single industry, especially public offerings with a lower position limit, plus the super-large volume of 100 billion such as Ge Lan, the effective cycle of the smile curve will often be A bit later than expected.
Among them, if there is a huge decline in a single style and single industry, it is not necessarily just a simple emotional selloff or macro disturbance, because it may face a huge change in the fundamentals.
For example, this time in medicine, the policy environment is actually deteriorating.
In addition, Wu Yuefeng analyzed that if it is a compound style fund manager, especially if he has the concept of combination and style rotation, and has a top-down dimension, the smile curve is likely to take effect, so it is right to buy the bottom.
But if it is a single-style fund manager, even if the smile curve takes effect, the probability depends on the prosperity and fundamentals of the industry, rather than the ability of the fund manager to completely control it.
Comprehensive daily economic news, Shenzhen Business Daily