Yesterday, the award-winning list of the high-profile 20th "Gold Fund" award was announced. With excellent medium and long-term investment performance and excellent comprehensive service ability, Hua'an Fund won four heavyweight awards, including the "Gold Fund · TOP Company Award". Among them, Hua'an reverse strategy, the company's outstanding product, won the "Gold Fund · Partial Equity Hybrid Fund Ten Year" award, Hua'an Sports Health won the "Gold Fund · Flexible Allocation Fund Five Year" award, and Hua'an Shanghai Hong Kong Shenzhen Extension Growth won the "Gold Fund · Shanghai Hong Kong Shenzhen Fund Three Year" award.
As an authoritative award with great reputation and influence in the industry, the "Gold Fund" Award is sponsored by Shanghai Securities News Agency, and China Galaxy (12.480, - 0.07, - 0.56%) Securities, Shanghai Securities, Morningstar Information, MSCI and other professional fund evaluation and rating agencies provide data and research support. It has gone through 20 years. The "Gold Fund" award focuses on the long-term investment ability of managers, and gives higher weight to long-term performance in the selection rules. Hua'an Fund won four "Gold Fund" heavyweight awards at one fell swoop, reflecting the recognition of professional award awarding institutions on its long-term investment ability.
It is understood that Hua'an Fund has always been customer-centric, constantly honed its investment research ability, and committed to creating sustainable long-term value for its holders. According to the Ranking List of Absolute Returns of Equity Funds of Fund Companies by Haitong Securities, as of the end of the second quarter of 2023, the overall return rate of Hua'an Fund in the past five years is 112.18%. Among the 12 large equity fund companies, the returns of the last two years, the last three years and the last five years rank first.
While the overall performance was outstanding, the excellent products of Hua'an Fund continued to emerge. The three products awarded this time had been invested and operated for more than five years. They were managed by three fund managers of different styles. They experienced the test of the market and won good returns for their holders.
Wan Jianjun, co director of the Investment Research Department of Hua'an Fund, managed Hua'an's reverse strategy, which won the "Golden Fund · Partial Equity Hybrid Fund Ten Year" award. He is good at starting from the medium and long-term industries, looking for sub industries with an upward boom in the medium and long-term in the three sectors of medicine, science and technology, and consumption, and selecting industry leading enterprises with relatively strong competitive advantages from them to buy at a relatively reasonable price to obtain industry beta income and individual alpha income. According to the Fund's regular report, as of June 30 this year, the total return of Hua'an's reverse strategy since its establishment on August 16, 2012 was 796.53%, the benchmark return on performance over the same period was 53.72%, and the fund's excess return was 742.81%. At the same time, the custodian review performance shows that the net value growth rate of the fund in the past ten years (January 1, 2013 to 2022/12/31) is 747.25%, and the benchmark growth rate of performance in the same period is only 44.73%.
The award-winning fund of the "Golden Fund · Flexible Allocation Fund for Five Years" award, Hua'an Sports Health, is jointly managed by Liu Changchang and Sang Xiangyu. Liu Changchang is good at power equipment, machinery and other industries. She attaches more importance to periodicity in her investment, chooses individual stocks under cyclical thinking, and captures investment opportunities in multiple sectors in a balanced way. Sang Xiangyu is deeply engaged in biomedicine and other industries, and is good at layout on the left side and mining high growth targets. According to the data in the Fund's regular report, as of June 30, the yield of Hua'an Sports Health in the past five years was 225.54%, while the benchmark yield of the same period was 9.13%.
Hua'an Shanghai Hong Kong Shenzhen Extensive Growth, which won the "Gold Fund · Shanghai Hong Kong Shenzhen Fund Three Year" award, is managed by Hu Yibin, Director of the Fund Investment Department of Hua'an Fund, who is a representative of Hua'an Technology Growth Investment. Hu Yibin is good at finding industries and tracks with potential for profit fission, introducing barbell strategy to build a portfolio, investing with the thinking of product managers, and taking into account the comfort and sharpness of holding. According to the data of the Fund's regular report, as of June 30, Hua'an Shanghai Hong Kong Shenzhen Extension had increased its yield by 49.25% in the past three years, and the benchmark yield of performance comparison in the same period was -1.57%; The return rate in recent five years is 199.49%, which is more than 190% compared with the benchmark return rate of 9.13% in the same period.
For a long time, Hua'an Fund has been committed to becoming a first-class asset management company with a sense of social responsibility and trusted by investors, integrating the values of "people first, integrity and integrity, professional focus, and pursuit of excellence" into all aspects of business management practices such as investment research, customer service, compliance risk control, etc. Looking forward to the future, Hua'an Fund will continue to build a "centralized research platform+diversified investment team", give play to the advantages of equity investment, improve the capacity of fixed income investment and asset allocation, explore new directions along the wealth management value chain, continue to serve inclusive finance, and contribute to the high-quality development of the industry.
The following data sources: Fund periodic report, as of 2023.6.30.
The historical performance of Wan Jianjun in managing similar products is as follows: Hua'an Research Selection A was established in 2018.03.14, and the net value growth rate (benchmark yield of performance comparison) in the first half of 2023 was 75.02% (29.12%), 92.51% (21.76%), 25.30% (-3.74%), -25.75% (-17.21%), 6.71% (-0.36%), respectively. Successive fund managers are: Wan Jianjun (20180314 to date). Hua'an Research Selection C was established in 2021.09.06. The net value growth rate (benchmark yield of performance comparison) in 2022 and the first half of 2023 were - 26.21% (- 17.21%) and 6.40% (- 0.36%) respectively. The fund manager was Wan Jianjun (20210906 to date). Hua'an Research Intelligent Selection A/C was established in 2021.08.102022 and the first half of 2023. The net value growth rate (benchmark yield of performance comparison) was -25.24%/-25.68% (-15.30%) and 4.65%/4.33% (0.05%) respectively. The former fund manager was Wan Jianjun (20210810 to date). Hua'an Research Driven A/C was established in 2021.09.262, and the net value growth rate (benchmark yield of performance comparison) in the first half of 2023 was - 24.42%/- 24.87% (-15.30%), 4.82%/4.51% (0.05%), respectively. The previous fund manager was Wan Jianjun (20210926 to date). Hua'an Research Pilot A/C was established in 2021.11.30, and the net value growth rate (benchmark yield of performance comparison) in 2022 and the first half of 2023 were respectively -19.20%/-19.68% (-15.30%) and 5.12%/4.80% (0.05%). The previous fund manager was Wan Jianjun (20211130 to date). Hua'an Reverse Strategy A was established in 2012.08.16. The growth rate of net worth (benchmark yield of performance comparison) in 2018-2022 and the first half of 2023 were respectively -23.21% (-19.01%), 65.53% (29.08%), 81.00% (21.74%), 26.50% (-3.70%), -23.30% (-17.27%), 5.71% (-0.43%). Successive fund managers: Lu Congzhen (20120816-20150618), Cui Ying (20150618-2020126) Wan Jianjun (20220126 present). Hua'an Reverse Strategy C was established in 2021.10.18. The growth rate of net worth (benchmark yield of performance comparison) in 2022 and the first half of 2023 were -23.76% (- 17.27%) and 5.40% (- 0.43%) respectively. The fund manager was Wan Jianjun (20211018 to date). Hua'an Value Driven One year Holding A/C was established in 2022.02.25, and the net value growth rate (benchmark return on performance) in the first half of 2023 was -15.64%/-16.00% (-10.14%) and 5.10%/4.83% (0.05%) respectively. The fund managers who have served successively are Zhang Liang (20220225-20220805) and Wan Jianjun (20220805 to date).
Hu Yibin's historical performance in managing similar products is as follows: Hua'an Media Internet A was founded on May 15, 2015, and its net worth growth rate (and benchmark return on performance) in the first half of 2023 were 15.40% (-6.86%), -10.57% (7.05%), -3.88% (5.41%), 0.81% (-11.68%), 101.70% (16.87%), 18.39% (12.86%), 35.43% (1.11%) -14.35% (-10.77%), 15.92% (0.54%). Successive fund managers: Chen Xun (20150515-20150626), Cui Ying (20150618-20160921), Hu Yibin (20151126 to now). Hua'an Media Internet C was founded in 2021.10.18. The growth rate of net worth (and the benchmark return rate of performance comparison) in 2022 and the first half of 2023 were respectively -14.88% (-10.97%) and 15.59% (0.54%). The former fund manager was Hu Yibin (20211018 to now). Hua'an Growth and Innovation A was established in June 27, 2019, and the net value growth rate (and benchmark return rate of performance comparison) in the first half of 2023 were 31.08% (9.11%), 26.14% (27.85%), 41.77% (-4.86%), -13.10% (-20.94%), and 8.52% (-4.50%), respectively. The successive fund managers were Hu Yibin (20190627 to date). Hua'an Smart Life A was established in 2019.05.08. The net worth growth rate (and benchmark return rate of performance comparison) in 2019-2022 and the first half of 2023 were 62.06% (6.31%), 19.90% (25.66%), 34.39% (-1.52%), -13.95% (-16.37%) and 8.33% (-0.18%) respectively. Successive fund managers: Hu Yibin (20190508 to date), Hua'an Intelligent Life C was founded in 2021.10.18, and the net value growth rate (and benchmark return rate of performance comparison) in 2022 and the first half of 2023 were respectively -14.45% (-16.37%) and 8.00% (- 0.18%). Successive fund managers: Hu Yibin (20211018 to date). Hua'an Shanghai Hong Kong Deep Extension Growth A was established on March 9, 2016. The growth rate of net worth (and benchmark yield of performance comparison) in the first half of 2016-2022 and 2023 were 25.50% (2.84%), 19.76% (5.45%), -19.78% (-10.61%), 78.64% (17.40%), 94.88% (12.86%), 19.06% (0.76%), -20.34% (-10.56%), 7.63% (0.44%), respectively, Successive fund managers: Su Qihan (20160309-20180226), Yang Ming (20160309-20180226), Cui Ying (20160309-2020220126), Hu Yibin (20220126 to date). Hua'an Shanghai Hong Kong Deep Extension Growth C was established in 2022.05, 2020, and the net value growth rate (and the benchmark return rate of performance comparison) in the first half of 2023 were 9.37% (0.10%) and 7.32% (0.44%) respectively. The former fund manager was Hu Yibin (20220510 to date). Hua'an Prosperity Driven One year Holding A/C was established in 2022.03.012022, and the net value growth rate (and benchmark return rate of performance comparison) in the first half of 2023 were 5.37%/4.84% (-10.70%), 8.07%/7.75% (0.05%), respectively. Successive fund managers: Hu Yibin (20220301 to date). Hua'an Prosperity Optimization A/C was established on June 22, 2022, and the net value growth rate (and benchmark return rate of performance comparison) in the first half of 2023 were -2.72%/- 3.01% (- 3.71%) and 9.50%/9.24% (0.05%) respectively. The fund manager was Hu Yibin (since 20220602).
Liu Changchang's historical performance in managing similar products is as follows: Hua'an Culture, Sports and Health A was established on June 8, 2017, and its net worth growth rate (and benchmark return on performance) in the first half of 2023 were 8.90% (5.25%), -15.98% (-11.71%), 45.90% (16.90%), 87.87% (12.81%), 69.78% (0.76%), -15.59% (-10.56%), -7.07% (0.44%), respectively, Successive fund managers: Su Qihan (20170608-20190830), Xie Zhendong (20170608-20191108), Li Xin (20170717-20191108), Xie Changxu (20191108-20210315), Liu Changchang (20200108-20230702), Liu Changchang and Sang Xiangyu (20230703 to date). Hua'an Culture, Sports and Health C was established in 2021.08.23, and the net value growth rate (and benchmark return rate of performance comparison) in 2022 and the first half of 2023 were -16.02% (-10.56%) and -7.31% (0.44%), respectively. The fund managers successively were Liu Changchang (20210823-20230702), Liu Changchang and Sang Xiangyu (20230703 to date). Hua An Anhua A was established in February 2016. The net value growth rate (and benchmark return rate of performance comparison) in the first half of 2016 and 2023 were 1.30% (2.50%), 3.36% (2.75%), -1.39% (-4.43%), 9.23% (21.41%), 32.88% (16.22%), 21.40% (-1.88%), -9.42% (-13.11%), -3.08% (-0.01%), respectively. He Tao (20160203-20180813) Liao Fafa (20160218-20180813), Xie Zhendong (20180813-20191108), Gao Zhengqun (20191108-20210315), Xie Changxu (20191108-20210810), Liu Changchang (20210810 to now). Hua'an Industry Select A/C was established in 2021.12.29. The net value growth rate (and benchmark return rate of performance) of A/C shares in 2022 and the first half of 2023 were 1.60%/1.11% (-15.30%) and -5.46%/-5.70% (0.05%), respectively. Successive fund managers were Liu Changchang (20211229 to date). Hua'an Quality Selection A/C was established in 2022.7.20. The net value growth rate (and benchmark return rate of performance comparison) of A/C shares in 2022 and the first half of 2023 were -3.35%/-3.52% (-5.83%), respectively. Successive fund managers were Zhang Liang (20220720-20220805) and Liu Changchang (20220721 to date).
Sang Xiangyu's historical performance in managing similar products is as follows: Hua'an Culture, Sports and Health A was founded on June 8, 2017. The growth rate of net worth (and the benchmark yield of performance comparison) in 2017-2022 and the first half of 2023 were 8.90% (5.25%), -15.98% (-11.71%), 45.90% (16.90%), 87.87% (12.81%), 69.78% (0.76%), -15.59% (-10.56%), -7.07% (0.44%), respectively, Successive fund managers: Su Qihan (20170608-20190830), Xie Zhendong (20170608-20191108), Li Xin (20170717-20191108), Xie Changxu (20191108-20210315), Liu Changchang (20200108-20230702), Liu Changchang and Sang Xiangyu (20230703 to date). Hua'an Culture, Sports and Health C was established in 2021.08.23, and the net value growth rate (and benchmark return rate of performance comparison) in 2022 and the first half of 2023 were -16.02% (-10.56%) and -7.31% (0.44%), respectively. The fund managers successively were Liu Changchang (20210823-20230702), Liu Changchang and Sang Xiangyu (20230703 to date).
Risk tip: The fund management company does not guarantee that the fund will be profitable, nor does it guarantee the minimum return. The past performance of the Fund does not predict its future performance, and the performance of other funds managed by the Fund Manager does not constitute a guarantee for the performance of the Fund. The operation time of funds in China is relatively short, which cannot reflect all stages of the development of the stock market. The Fund is risky and investment should be cautious. For details, please carefully read the Fund's legal documents such as the Fund Contract and Prospectus.
