Stocks and bonds are blooming! Many products of Manulife Fund are ranked 5A by Tianxiang Investment Consulting
2024-08-16
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The overall scale of public funds continued to rise. As of the end of the second quarter of 2024, the overall scale of public funds was 30.74 trillion yuan, an increase of 6.47% from 28.87 trillion yuan at the end of the first quarter of 2024. In the complex and volatile market environment in the first half of the year, fund products with better long-term performance are more likely to win the attention and trust of holders.
Data from Tianxiang Investment Consulting shows that in terms of active equity (including Tianxiang's secondary classification of actively invested stock funds, equity-oriented mixed funds, and flexible allocation mixed funds), in the second quarter of 2024, Manulife Fund performed well among fund managers with assets of more than 10 billion yuan with a size-weighted quarterly return of 6.85%.
As of June 30, 2024, a total of 12 funds under Manulife Fund have been included in the three-year and five-year AAAAA rating of Tianxiang Investment Consulting, covering multiple fund types such as active investment stock funds, equity-oriented mixed funds, flexible allocation mixed funds, pure debt bond funds, and mixed debt bond funds. Representative products of different risk levels are included in the list, highlighting Manulife Fund's comprehensive and outstanding investment strength.
Equity and bond products have strong performance stability
According to the latest rating results of Tianxiang Investment Consulting, as of the second quarter of 2024, 6 funds under Manulife Fund have received a five-year AAAAA rating, and 11 funds have received a three-year AAAAA rating. The products cover equity investment and fixed income investment, and flexible allocation hybrid funds are the main ones on the list. What is more worth mentioning is that five products are on both the three-year and five-year AAAAA lists, namely Manulife Transformation Opportunity Stock A, Manulife Cycle Hybrid, Manulife Creative Hybrid A, Manulife Huili Bond A and Manulife Jili Bond A.
Long-term performance comes from continuous accumulation and forward-looking judgment of market opportunities. As we all know, artificial intelligence and dividend strategy are the two hot themes in the investment market this year. Manulife Transformation Opportunity Stock A, Manulife Market Value Preferred Hybrid A, and Manulife Cycle Hybrid are representative products that benefit from the above two themes.
Looking at the long term, data from Galaxy Securities shows that as of June 30, the five-year return on Manulife Transformation Opportunity Stock A was 171.98%, ranking 1/184 among its peers; the five-year return on Manulife Cyclical Mixed was 165.63%, ranking 1/117 among its peers.
Rating data source: Tianxiang Investment Consulting. As of June 30, 2024, the product risk level rating is the manager's rating, and the specific sales are subject to the ratings of each sales agency.
Performance in the past five years ranked among the top 5% in the industry
In the first half of 2024, many products under Manulife Fund performed outstandingly and became the "big winners" of the active equity performance list. Wind data shows that 6 funds under Manulife Fund ranked among the top ten active equity list, among which Manulife Prosperity Pilot Two-Year Holding won the championship with a return of 30.19%. On the active equity list in the first half of the year, there were only 12 active equity products with returns exceeding 25%, of which Manulife Fund accounted for 6 seats.
Haitong Securities data shows that as of June 28, 2024, the absolute return on Manulife Fund's equity assets over the past five years ranked among the top 5% of its peers, with a specific ranking of 6/128.
It is understood that Manulife Fund, which was established 22 years ago, has accumulated a good investment and research experience in its past development, and has built a professional and mature investment and research system and a complete product line layout. After becoming the first public fund company to be converted from a joint venture to a foreign-funded company, Manulife Fund relies on the diversified business layout and leading investment research capabilities of its shareholder Manulife Financial Group. Under the leadership of the new management team, Manulife Fund actively absorbs the global investment wisdom of foreign shareholders, gives full play to the company's deep accumulation in the Chinese capital market over the years, and continues to deepen its localization strategy. In the future, Manulife Fund will continue to highlight the professional advantages of active management, and strive to create more long-term and stable returns for holders through professional investment and excellent performance.
Data source:"2024Q2 Tianxiang Investment Consulting AAAAA Fund Product Rating Results" (data as of: 2024.6.30)
Note: The risk level of Manulife's 2-year holding hybrid fund is R3-medium risk. The above product ratings are all manager ratings, and specific sales are subject to the ratings of the sales agencies.
Risk Warning:The above views are for reference only and do not constitute investment advice or commitment. The past performance of a fund does not indicate its future performance. Funds are risky and investment should be cautious. When investing in funds managed by fund managers, investors should carefully read the "Fund Contract", "Trust Agreement", "Recruitment Instructions", "Fund Product Information Summary" and other documents and related announcements, truthfully fill in or update personal information and check their own risk tolerance, and choose fund products that match their risk identification and risk tolerance.
