Recently, the topic brother in the latest issue of the old Siji hard core evaluation activities to give 9 high dividend dividends ** invitation to evaluate, although the market has fluctuated this year, but there are still structural opportunities, including the high dividend dividend theme base, the performance is outstanding, today to evaluate these 9 products.
First, the basic situation
As can be seen from the above chart, the categories of these 9 products are relatively complete, including flexible allocation of active equity, mixed partial stocks, and index and index-enhanced productsIn terms of establishment time, only China Securities Construction Investment Dividend Smart Selection has been established for less than 3 years, and the others have been established for more than 3 years, which is more comparable.
In terms of scale, there are two products with more than 5 billion, namely Wells Fargo CSI Dividend Index Enhanced A and Zhongtai Xingyuan Value Preferred, with a scale of 676.5 billion and 515.8 billion;There is also a product close to 5 billion is Dacheng Ruixiang managed by Dacheng Xu Yan, with a scale of 480.7 billion.
2. Performance screening
Next, let's take a look at these 9 products from the perspective of performance, and exclude them in turn to see which one is better
As can be seen from the stage performance in the figure above, the products marked green are the bottom two products in the stage performance ranking, and all those with 2 times of green are deleted, and through this indicator, Zhongtai Xingyuan Value Preferred A, Changsheng Quantitative Dividend Strategy, Wells Fargo CSI Dividend Index Enhancement, and Western Lide State-owned Enterprise Dividend Index can be deleted in turn. These four products either have poor short-term performance or medium- and long-term performance.
There is also the exclusion of the dividend selection of China Securities Construction Investment, which has been established for less than 3 years, mainly because it needs to be observed again.
The most eye-catching performance among them is that Golden Eagle Dividend Value A has won the first place in the performance of these 9 products in multiple time dimensions.
After passing the above screening, there are 4 products left, and the four products are as follows:
After screening according to the above method, there is only 1 product left, namely: Golden Eagle Dividend Value.
3. The value of Golden Eagle dividends
Let's take a look at the product specifically:
First of all, it is necessary to look at the ** manager of the product, the current ** manager Chen Ying started on April 28, 2020, with more than 3 years of management experience, and the past three years can be regarded as bull and bear, with a total return of 10355% with an annualized return of 2159%, beating the benchmark return of 8296%。
From a drawdown perspective, the drawdown of this product in the last three years is -2319%, which was reached on April 26 last year, can be seen through the decentralized dynamic drawdown trend, and at the end of October 2022, the product effectively controlled the drawdown.
Overall, the product belongs to the medium-risk and high-yield type of products, wind data shows that the Golden Eagle dividend value A has an annualized rate of return of 21 since 2020 12 1856%, which is higher than the average of its peers;The annualized volatility is 1810%, which is higher than the average of its peers;The maximum drawdown is -2319%, which is better than the average of its peers. Based on the ranking of the annualized volatility and maximum drawdown of this ** in the same category**, this ** belongs to the medium risk and high return type of products.
Judging from the top ten heavy stocks and the third quarter report, the product in the third quarter is mainly allocated to technology stocks, Chen Ying said in the third quarter report, looking back on the third quarter, the ** has maintained a high **, focusing on the allocation of electronics, computers, media as the representative of the high-tech sector, especially in mid to late August, we further improved, and concentrated the position structure. Mainly because we recognize the bottom position of the market, many technology stocks have strong investment value. Shareholdings are relatively dispersed.
Judging from the changes in the industry allocation of the value of the Golden Eagle dividend in the past three years, this product is more of a growth style product, and it is more like a TMT product at this stage, and investors who want to grasp this opportunity can pay attention to this product.
To sum up,From the perspective of high dividends, there are only 3 products left among the 9 products given by the topic brother: Chuangjin Hexin Dividend Low Volatility, Invesco Great Wall Value Margin, and Dacheng Ruixiang.
This article is a personal opinion, the views are time-sensitive, not as investment advice, past performance does not represent future performance, the market is risky, investment needs to be cautious.
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