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comparison of the three-year performance of large-cap value funds: wanjia fund leads the way, while products under fuguo and guolian fund lag behind

2024-09-26

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editor's note: the state council's "several opinions on strengthening supervision, preventing risks and promoting high-quality development of the capital market" pointed out that it is necessary to comprehensively strengthen the investment and research capabilities of fund companies, enrich the types of investable assets and investment portfolios of public funds, and shift from a scale-oriented to an investor return-oriented approach.

mianbao finance sorted out public information and found that according to wind's investment style classification, the performance of large-cap value funds (excluding index funds) in the past three years (as of the latest disclosed net value on september 24, 2024, the same below) has been clearly differentiated.

the three large-cap value products under wanjia fund have been the top performers in terms of net value in the past three years, with yields exceeding 60%. in comparison, the net value of fuguo high-tech industry mixed fund and guolian smart selection dividend stock a has fallen by more than 50% in the past three years, and their performance is lagging behind.

the net value of large-cap value products under fuguo fund and guolian fund has fallen by more than 50% in the past three years

the effective date of the fund contract of fuguo high-tech industry mixed fund is june 27, 2012. the fund's investment objective is: "this fund mainly invests in listed companies related to high-tech industries, and strives to obtain returns that exceed the benchmark for fund unit holders through the selection of individual stocks and risk control."

as of september 24, 2024, the net value of the fuwu high-tech industry mixed fund has fallen by 13.78% this year, underperforming the benchmark by more than 10 percentage points; the net value has fallen by 58.28% in the past three years, underperforming the benchmark by more than 30 percentage points, ranking 2126/2250 among similar funds.