Fund companies hold more than 10 partial debt hybrid funds

Mondo Finance Updated on 2024-02-06

If a ** company holds 10 million yuan, and the combined value of the **scale is 100 million yuan, then the ** company holds 10% - I want to sift through this article to see what ** companies hold more than 10% of the ** in the market.

According to the 2023 quarterly report, the combined value of the scale is greater than 100 million yuan, excluding those less than 100 million yuan, excluding the initiator (there will be a separate analysis in the future), and requiring the proportion of the company's holding amount to the combined value of the scale to be greater than 10% - there are 156 companies that meet the requirements in the whole market, and the length relationship is relatedThis article shows only 19 of them.

The 19 partial debt hybrid ** companies are ranked from high to low according to the proportion of ** companies held by them as follows, Peng Wei's Tianhong Yixin A(011408)** scale combined value of 17.2 billion yuan, ** company holds 12.4 billion yuan, with a holding ratio of 7222%, ranking first.

Data**: Dongcai Choice data, as of January 30, 2024.

The 19 ** are sorted according to the time that the manager has been in office from long to short as follows, and also shows the return of the **manager, the annualized return, the number of years of the manager, the number of people in charge and other information. Judging by the data,Jiang XiaoliThe latest issue of Tianhong Ankang Nursing Mixed A accounts for 1027%, more than 4,000 days in office, total return since taking office, with an annualized return of up, the data is relatively bright.

Data**: Dongcai Choice data, as of January 30, 2024.

The relatively heavy Bosera Puhui one-year holding period hybrid A and Huaan Ding'an preferred one-year holding hybrid A have been affected by the large drawdown of equity assets in the past two years, and the return data of ** managers since their tenure has been relatively poor.

The list also shows the number of years of manager, and the number of years of manager has exceeded 19 years, ranking first in the list. In addition, Jiang Xiaoli, Sun Lumin and other ** managers have a long number of years.

The 19 ** institutions held according to the information such as the share of institutions disclosed in the 2023** interim report are ranked from high to low as follows, among which Zhou Ning, Yu Bo, Jiang Xiaoli and others are relatively recognized by institutions.

Data**: Dongcai Choice data, as of January 30, 2024.

The 19 ** internal employee holdings calculated according to the information such as the share of internal employees disclosed in the 2023** interim report are ranked from high to low as follows, whereinZhou NingThe Wells Fargo Tianxing Return Mix A is held by internal employees at 546210,000 yuan ranked first. There are also more managers who are held by internal employees, including Bodao**Chen Lianquan, Tianhong**Jiang Xiaoli, Nanfang**Sun Lumin and others.

Data**: Dongcai Choice data, as of January 30, 2024.

I will briefly expand the investment strategy and analysis of some of the ** managers on the list in the four seasons report, as well as the information on the combing of **heavy stocks, and interested friends can go to the second article to take a look.

My article is basically ** combing notes, the amount of information is still relatively large, thank you for your patience to read, all content is personal research, does not constitute investment advice, please pay more attention to objective data.

Risk Disclosure:The relevant views quoted are from relevant institutions or public channels, and I do not make any guarantee for the accuracy and completeness of the views, and investors operate accordingly at their own risk. The market is risky, regular investment is risky, and investment needs to be cautious. The above content is for reference only, the article involves **, does not constitute **recommendation and investment advice, **market volatility, please operate cautiously before purchasing. China's first operation time is short, and it cannot reflect all stages of development. The Manager does not guarantee the profit and minimum returns, and the other performance of the Manager does not constitute a guarantee of the performance of the Administrator. **Past performance and its net worth are not indicative of future performance, and the full results are shown on the product details page. **The product has the risk of income fluctuation, investors should agree with the principle of "buyer's responsibility" when making ** investment decisions, and after making ** investment decisions, the investment risks and losses caused by the changes in **operating conditions and **net value shall be borne by ** investors. Investors should carefully read the "Contract", "Prospectus" and other legal documents to confirm that they know and understand the product features and related risks, and have the corresponding risk tolerance. The market is risky and investors should be cautious.

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