news

Minsheng Jiayin's flexible allocation fund managed by Yin Tao achieved outstanding performance in the first half of the year

2024-08-21

한어Русский языкEnglishFrançaisIndonesianSanskrit日本語DeutschPortuguêsΕλληνικάespañolItalianoSuomalainenLatina

Since the beginning of this year, the A-share market has shown typical "structural market" characteristics, with the rotation of market hot spots accelerating. After multiple sectors have risen in turn, investors' attention to the market has continued to heat up. During this period, flexible allocation funds have shown significant advantages in different market environments with the acumen and flexibility of their investment strategies.

In this complex and ever-changing market environment, flexible allocation funds are favored by investors due to their unique investment strategies and operating models. Such funds can flexibly adjust their investment portfolios according to market changes and respond quickly to market changes. This high degree of strategic flexibility makes it easier for them to control risks when the market is turbulent and quickly seize opportunities when the market performs well.

Since the market low at the beginning of the year, the government's policies to stabilize growth have been gradually implemented, and at the same time, corporate earnings have stabilized and rebounded. As a result, the sentiment of the A-share market has been significantly restored, driving the market to rebound from the low point. Despite this, the market still faces many uncertainties, including changes in the global economic environment and adjustments to domestic and foreign policies, which makes the market still full of variables. Some fund managers have effectively avoided some market risks and captured structural investment opportunities through their keen market insight and flexible asset adjustment capabilities.

Take Yin Tao of Minsheng Jiayin Fund as an example. In the second half of last year, based on the prediction of the market situation at the beginning of this year, Yin Tao decisively lowered the stock positions of the hybrid products he managed. When the market fell rapidly at the beginning of this year, he began to increase his positions, and the net value of the fund recovered rapidly after February. When the market rebounded and stabilized, he converted part of the growth stock positions into high-dividend stocks, successfully capturing the investment opportunities of the high-dividend bonus strategy this year, allowing the fund to achieve positive returns against the market this year.