Summary of performance of fixed income funds in April 2012: monetary funds continued to fall and bond funds improved significantly
Huatai United Securities Co., Ltd. Wang Fang Monetary Fund: In April 2012, the average return of money market funds was 0.3214%, and the annual return rate was 3.92%. Compared with the previous three months, the performance continued to decline. Since this year, the cumulative average net worth growth rate of monetary funds across the market has been 1.4709%, and the annualized yield has been 4.48%. The monetary funds with the highest net value growth in April are Cathay Pacific (4.82% annualized), Changxin's interest income (4.66% annualized), Taixin Tiantian's income (4.6% annualized), Tianzhi Tiandeli's currency (4.56% annualized) and China Merchants' cash appreciation (4.55% annualized). Bond fund: Although the economic growth rate in April slowed down, it is expected to remain unchanged, but the economic data suggest that the recovery momentum is strengthened. The bond funds benefited from the recovery of the stock market and the continuous warming of the credit bond market. The general performance improved. No bond funds in the whole market suffered losses. In April, the average net value growth rate of bond funds in the whole market was 1.4660%. From the perspective of different categories of funds, convertible funds once again became the first of the six sectors, with the average net value growth rate of the sector in a single month being 1.8887%. Then came the second tier bond base, the first tier credit base, the second tier credit base and the first tier bond base. The average net worth growth rate of the single month sector was 1.5445%, 1.5069%, 1.4568% and 1.4251% respectively. Pure bond funds continued to rank at the bottom, and the average net value growth rate of the sector was significantly lower than that of the top five sectors, which was only 0.5665% in April, a decline from March. Innovative products: Closed bond base and graded bond base continue to show strong performance return ability. The average net worth growth rate in April was 1.69% and 1.5441% respectively, both exceeding all bond bases. Compared with the above six categories, the performance of closed bond funds is only lower than that of convertible bond funds, while the performance of graded bond funds is lower than that of secondary bond funds, but the performance volatility is far lower than that of convertible bond funds and secondary bond funds, which indicates that these two types of innovative products generally play a better role in the characteristics of closed operation or enlarged operation. New products: In April 2012, four bond funds were newly established, with a total raised scale of 8.667 billion yuan, and an average initial raised scale of 2.167 billion yuan. Three of the four new funds mentioned above are classified bond funds, which benefit from the rise in low-risk demand. At the same time, the performance of old funds has been boosted, and the sale has been smooth and the raising has ended in advance. As of May 3, there are 4 bond funds in issuance and that have issued an offering announcement but have not entered the issuance period. It is recommended that investors make targeted choices according to the different characteristics of the two short-term financial bond funds.
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