基金业绩冷热不均红利“缩圈”考验主动管理能力

智通财经
Aug 26
【基金业绩冷热不均红利“缩圈”考验主动管理能力 】Wind数据显示,截至8月24日,全市场640余只红利主题基金中,超300只产品7月以来复权单位净值增长率超10%;然而,仍有超50只产品同期收益为负,9只回撤超10%,首尾业绩相差较大,内部差异显著。仔细分析,业绩分化的核心在于持仓结构的“缩圈”与路径偏移。重仓煤炭、有色金属、石油石化等上游资源板块的基金净值大幅反弹,而化工、消费、非银金融等重仓股给基金所贡献的超额收益却相对平淡。展望后市,有业内人士表示,随着配置价值逐步显现,红利资产下半年有望迎来超额收益,顺周期红利及具备稳定现金流、较高股息率的资产如煤炭、有色和石化等仍是重要关注方向。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10