4 new capital preservation fund hot 30% old guaranteed fund failed to guarantee fund channel-verbal jint

4 new hot 30% old capital preservation fund preservation fund – fund channel could not be guaranteed at the beginning of 2016, the market shocks, in such a market trend, investment in order to maintain the first, and the "Securities Daily" fund of the Department (the official micro-blog WeChat: Securities Daily micro Fund (61.510, 0) according to the flush statistics, 0%) found that, as of January 31st, in the 98 preservation fund in the existing (A B C separate statistics), 29 preservation fund net below face value of 1 yuan, more related stock movements in the net value of the fund is only 0.88 yuan, a loss of 18%. According to statistics, since 2015, as of January 31, 2016, the number of capital preservation funds has been set up to 51, accounting for 50.04% of all capital preservation funds. Since 2016, the first scale of 4 guaranteed capital funds issued and set up is 12 billion 948 million yuan, accounting for 64.49% of the 23 funds raised by the first issue and 20 billion 77 million yuan. In this regard, the deputy general manager of Ji An Jinxin Technology Co. Wang Qunhang said, the capital preservation fund belongs to the risk of low income very good products, in the transition period or issue subscription or purchase, and then hold to the agreed warranty period, enjoy this treatment. You can choose to be stable, long-term personal assets, the configuration, as a configuration, the middle of the fluctuation, investors do not pay too much attention. Won the favor of the capital preservation fund 4 preservation fund first raised the proportion of over 60% in 2016 January, the total size of the issue and the establishment of the 23 first raised funds reached 20 billion 77 million yuan, the total size of only 4 years to issue and the establishment of the capital preservation fund first raised 12 billion 948 million yuan, accounting for 64.49%, and therefore, investors have added to the capital preservation fund favor. Specific view, the 4 funds were issued in January 11th, established in January 22nd, first raised the scale of 4 billion 54 million yuan, the fund manager Xie Zhihua Nobel Ann Yixing management guaranteed mixed issued in January 11th; January 13th was established, first raised the scale of 4 billion 634 million yuan, run by fund manager Wang Xiaochen yifangda guaranteed 1st mixed fund; South and guaranteed benefit, released in January 7th, was established in January 11th, first raised the scale of 2 billion 986 million yuan; and issued in January 4th, was established in January 21st, first raised the scale of 1 billion 274 million yuan in Huaan with mixed preservation. Not 2016 capital preservation fund began to be favored by investors. "Securities Daily" fund news department according to flush data statistics found that since 2015, as of January 31, 2016, a total of 51 capital preservation fund was established, accounting for 52.04% of all capital preservation fund, in 2014 the establishment of capital preservation fund is only 7. As the industry’s first capital preservation fund Yinhua preservation appreciation, the fund was established in March 2, 2004, the fund each guaranteed period of 3 years, the first guaranteed period of March 2, 2004 to March 1, 2007, while the fourth guaranteed period expires on March 1, 2016, and from January 20, 2016 to February 25.

4只新保本基金热卖 30%老保本基金没能保本-基金频道   2016年伊始,市场震荡,在这样的行情走势下,投资以保本为先,而《证券日报》基金新闻部(官方微博微信:证券日报微基金)根据同花顺(61.510, 0.00, 0.00%)统计整理发现,截至1月31日,在已有的98只保本基金中(A B C类分开统计),29只保本基金净值跌破1元面值,更有 相关公司股票走势 基金净值仅为0.88元,亏损18%。   而据统计,2015年以来,截至2016年1月31日,已成立的保本基金数量为51只,占全部保本基金的50.04%。2016年以来,发行并成立的4只保本基金的首募规模为129.48亿元,占发行并成立的23只基金首募规模200.77亿元的64.49%。   对此,济安金信科技有限公司副总经理王群航表示,保本基金属于风险低、收益很不错的产品,在发行或过渡期内认购或申购,然后持有到约定的保本周期,享受保本待遇。可以选做稳定的长期的个人资产里面的配置,作为一种配置,中间的波动,投资者不用过分关注。   保本基金获青睐   4只保本基金首募占比逾六成   2016年1月份,发行并成立的23只基金首募总规模达到200.77亿元,其中,4只年内发行并成立的保本基金首募总规模为129.48亿元,占比达到64.49%,由此可见,投资者对保本基金青睐有加。   具体看来,这4只基金分别为1月11日发行,1月22日成立的,首募规模40.54亿元,由基金经理谢志华管理的诺安益鑫保本混合;1月11日发行,1月13日成立,首募规模达46.34亿元,由基金经理王晓晨执掌的易方达保本一号混合基金;南方益和保本,1月7日发行,1月11日成立,首募规模为29.86亿元;以及1月4日发行,1月21日成立,首募规模为12.74亿元的华安安享保本混合。   并非2016年保本基金才开始受到投资者青睐。《证券日报》基金新闻部根据同花顺数据统计整理发现,2015年以来,截至2016年1月31日,共有51只保本基金成立,占全部保本基金的52.04%,2014年成立保本基金数量仅为7只。   作为业内首只保本基金银华保本增值,该基金成立于2004年3月2日,该基金每个保本周期为3年,第一个保本周期为2004年3月2日至2007年3月1日,而第四个保本周期也将于2016年3月1日到期,并于2016年1月20日至2月25日进行第四个保本周期到期及转入第五个保本周期操作。目前已运作12年,截至2015年12月31日,该基金的累计收益率已达到128.12%,而该基金经理贾鹏看来,2016年债券收益率或将维持在较低水平,不过债券资产依然能为保本基金起到安全垫的作用。但考虑到作为保本基金收益重要来源的权益类资产市场波动较大,为此在收益方面应降低收益预期。因为保本基金收益的重要来源――股票、可转债等权益类资产市场波动较大,对运作提出了比较高的要求,保本基金应更加注重按照保本制度运行,避免出现可能的风险事件。   或两种原因致使   29只保本基金跌破面值   基金公司对发行保本基金的热情依然高涨,《证券日报》基金新闻部根据同花顺数据整理统计发现,正在发行的基金中,同样有4只保本基金的身影。具体看来,这4只基金分别为广发稳安保本、华安安华保本混合、建信安心保本五号混合和诺安安鑫保本混合,分别为旗下第1只、第6只、第4只和第7只保本基金。   而与之基金发行热情相对的是,29只保本基金净值跌破1元面值。同花顺数据显示,27只跌破面值的保本基金中,有9只基金净值低于0.99元,其中更有1只基金净值为0.883元。值得注意的是,在这些基金中,有24只基金成立于2015年以后,占比达到82.76%。   对于保本基金净值跌破面值现象,济安金信科技有限公司副总经理王群航表示,可能是这些基金的操作策略出现问题。第一种原因可能是,在安全垫足够高之后,根据安全垫及投资收益逐渐放大风险资产的配置比例;第二种原因也可能是,直接计算出保本到期后安全垫有多少,然后把股票仓位加上去,一开始仓位就很高。他分析认为,做亏最有可能的一种为第二种。   好买基金表示,国内保本基金一般采用恒定比例投资组合保险(CPPI)策略。国际市场上还有基于期权的组合保险(OBPI)策略。CPPI策略的基本原理就是用债券投资的收益作为可以损失的风险资本,在股票市场博取更高的收益。所以理论上即使基金中从事股票、期权等高风险投资的资金血本无归,投资者也能赎回自己的本金。而另一方面,当股市行情大好时,保本已经也能分到一杯羹。   “保本基金属于风险低、收益很不错的产品,在发行或过度期内认购或申购,然后持有到约定的保本周期,享受保本待遇。可以选做稳定的长期的个人资产里面的配置,作为一种配置,中间的波动投资者不用过分关注,”王群航说道。相关的主题文章: