In the new year, I hope that the market can give some strength, and everyone can have a good harvest.
During this time, according to my own writing plan, I have sorted out the medium and long-term pure debt type**, partial debt hybrid**, flexible allocation type**, partial equity hybrid**, passive index type**...For five consecutive years, it has been in the top 1 2 of its kind, and by the way, it has also sorted out the various types of companies that hold more than 10%.
This article is planned to be focusedShort-term pure debt**Simply sift through the data and give it to those in need.
According to the data of Dongcai Choice, there are currently 918 short-term pure debt ** in the whole market (as of January 30, 2024), and if the performance of 2019 and 2023 is required to rank in the top 50% of the same category for five consecutive years, only one multi-share is retained, and only 28 have done it.
The 28 short-term pure debt funds** are listed in descending order of size and combined valueIt also shows the performance ranking for five consecutive years from 2019 to 2023.
Data**: Dongcai Choice data, as of December 31, 2023, past performance is not indicative of the future.
Pure debt**It is recommended that you try to choose from the large scale, and choose carefully if the scale is too small.
On the list, there are tens of billions of ** Caitong Anrui short-term bond A, Guotai Lixiang short-term bond A, Harvest short-term bond A, Shanxi Securities ultra-short-term bond**a, and GF Jingming short-term bond A.
The 28 ** are sorted according to the time that the manager has been in office from long to short as follows. It also shows the return of the manager, the annualized return, the number of years of the manager, the number of people in management, and other information. It is recommended to pay attention to the best managers who have been in office for a long time and have higher annualized returns since taking office.
Data**: Dongcai Choice data, as of January 30, 2024, past performance is not indicative of the future.
The 28 short-term bonds** are listed in descending order from high to low according to the amount held by institutions (2023Q2). Li Jincan's Harvest short- and medium-term bond A is held by institutions 1471.6 billion yuan ranked first, and Song Qianqian's GF Jingming short- and medium-term bonds A were held by institutions for 1224.2 billion yuan ranked second ......
Data**: Dongcai Choice data, as of December 31, 2023.
The 28 ** are still sorted according to the amount of institutional holdings from high to low as follows, it is worth noting that I showedInformation such as management rates, hosting rates, etc。The combined rate for most short-term bonds** is 040%, but the comprehensive rate of IB short-term bond A is only 030%，The composite rate of Guotai Lixiang short-term bond A (006597) is only 025%
Data**: Dongcai Choice data, as of December 31, 2023.
**There are a total of 19 managers who have been in office for three years, and these 19 short-term bonds are ranked according to the Sharpe ratio in the past three years from high to lowIt also shows the interval return, interval annualized return, interval maximum drawdown, interval Karma ratio and other information in the past three years.
Data**: Dongcai Choice data, as of January 30, 2024, past performance is not indicative of the future.
In the past three years, Shanxi Securities Ultra-Short Bond **A (006626), Guotai Lixiang Short and Medium Bond A (006597), Chuangjin Hexin Xin Rixiang Short Bond A (006824), and Caitong Anrui Short Bond A (006965) have not only had good range returns, but also controlled the maximum drawdown well, and the cost performance was better.
Guotai Lixiang short- and medium-term bond A (006597) not only has the lowest rate, but also has a karma ratio of 11 in the past three years55 is also relatively good.
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 later), 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, of which there are 8 short-term pure debt types.
The 8 short-term pure debt ** are listed from high to low according to the proportion of ** company holdings (2023Q4) as follows
Data**: Dongcai Choice data, as of December 31, 2023, past performance is not indicative of the future.
Wang Lu's Hongde Yufeng short- and medium-term bond A (006606) has a combined value of 10.7 billion yuan, Hongde ** holds 4164180,000 yuan, ** company holds 3894% ranked first.
If the amount of holdings is the highest, it is Li Xia's Haitong Anyu Short-term Bond A (851830), with a combined value of 203.9 billion yuan, Shanghai Haitong ** Asset Management holds 29.9 billion yuan, accounting for 1464%。
The 8 short-term pure debt ** are sorted according to the time that the manager has been in office from long to short is as followsZhang Luozhao has been in office for the longest time, and the two ** managers at the bottom of the list have been in office for less than a year.
Data**: Dongcai Choice data, as of January 30, 2024, past performance is not indicative of the future.
The above table also shows the return of the manager, the annualized return, the number of years of the manager, the number of people in management, and other information. From the perspective of annualized returns, Zhang Luozhao has not only been in office for a long time, but also has a relatively leading annualized return.
Short-term pure debt ** liquidity is better than others**, under normal circumstances, you can be free of redemption fees if you hold it for 7 days (some may be 30 days or others), which can basically be used as a cash-like investment tool, and it also has its role in the process of asset allocation.
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 Warning: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.