This pharmaceutical performance base that has been positive for 6 consecutive years is: GF Global Healthcare A RMB (000369), let's take a closer look at this product.
The product has three features:
Feature 1: Positive returns for 6 consecutive years
The product was established on December 10, 2013, and December 10, 2023 is the 10th anniversary of its establishment, **The manager is Liu Jie, and the type is international (QDII)**The product adopts a passive indexation investment strategy, tracking the index of the S&P Global 1200 Healthcare Index.
In terms of the proportion of ** countries, the United States has the most (64.).28%), followed by Switzerland (6.).93%) can be said to include global medicine in one click**. Index components are classified according to the Global Industry Classification Standard (GICS). The industry index is constructed based on the S&P Global 1200 index.
In terms of performance, the performance of the product in the past three years is 2575%, and the performance in the past five years is 4799% with an annualized return of 909%, this annualized return is not amazing, but it is not mediocre, from 2017 to 2022 in the whole year, it has achieved positive returns, and the negative return in 2016 is not too bad, it is -103%, with positive returns for each full year. The all-time maximum drawdown is -2405%。
Feature 2: There are rises and falls
1. The rise of scale: Although the scale of the product is not as big as other products, from the overall point of view, it is the largest scale, from 24.8 billion grew to 42.7 billion, which can be regarded as an increase.
2. The decline in the share, the first share of the product has declined, there are 24.6 billion copies, down to 19.8 billion copies, this share is not a small decline.
Feature 3: Low risk, medium return.
From the performance of feature 1, it can also be seen that the product is a medium-income product, but in fact, the perspective is actually medium to low.
Wind data shows that from the perspective of the past three years, GF Global Healthcare A RMB has an annualized rate of return of 7. since 2020 12 0994%, which is higher than the average of its peers;
The annualized volatility is 1269%, which is lower than the average of its peers;The maximum drawdown is -1047%, which is better than the average for its peers.
Combined with the annualized volatility and maximum drawdown ranking of this ** in the same category**, this ** has a low risk. The annualized Sharpe ratio for this range is 059%, which is higher than the average of its peers;The positive monthly yield is 5143%, which is higher than the average of its peers.
At present, the product is limited to 10,000 yuan, and the annual management fee is 08%。
Through the above analysis, are you interested in this product?Welcome to communicate
The market is risky, investment needs to be cautious, this article is only a personal opinion, not as investment advice, past performance does not represent future performance, investors need to make judgments according to their own circumstances, according to the operation at their own risk.
100 help plan