Partial Equity Fund Performance In Recent Years Mediocre, Shanghai Hong Kong Shenzhen Fund, Gold Fund Favored.

Before and after the Spring Festival, the capital side was tight and volume was low, making the performance of A share chicken low in recent years.

However, driven by the strong trend of the index since the beginning of the year, the Shenzhen and Hong Kong Shenzhen fund performance has come to the fore.

In addition, affected by the gradual warming of the risk aversion in overseas markets, gold prices started to rebound, and the gold fund rose at about 3% since the beginning of the year.

From the performance of the fund in January, except for mixed and active equity funds, all other types of funds in the public offering fund market achieved positive monthly returns, of which QDII funds accounted for the top 1.95% of the average monthly returns.

Data show that as of the end of January 2017, a total of 5890 funds were operating normally. In January, a total of 28 fund companies issued 150 funds, which coincided with the new year's Spring Festival.

The low volume of trading also made equity fund a mediocre performance after the Spring Festival.

Morgan Stanley Huaxin Fund view that tight capital side is one of the important reasons for the low volume of market turnover.

In January 24th, the central bank raised the MLF operating rate 10BP for the first time, and raised the deadline again in February 3rd.

And the SLF interest rate 10BP, the interest rate corridor is floating up, and the monetary policy is neutral.

However, in the view of the Chung Lu fund research center, the current slowdown in the IPO rhythm shows that the short-term demand for financing will help to improve market confidence.

In the short term, the market will maintain a low level of volatility, and the stock index operation will be difficult to improve. However, the current position is relatively low, and the market has limited downside space. For investors with high risk preference, equity funds can be disposed of at low prices.

Since 2017, Hong Kong stocks have taken the lead in the world's major markets. Shanghai and Hong Kong's Shenzhen fund are eye-catching.

In addition, affected by the global risk aversion, the gold fund ushered in a good start. Most of the gold fund has gained more than 3% since the beginning of the year.

"Domestic economic growth is expected to stabilize, and the impact on capital interest rate upward is small. Domestic investment will increase the allocation of Hong Kong stocks, and it will constitute effective support for Hong Kong stocks."

Wei Fengchun, chief macroeconomic strategist at the time fund, analyzes the Hang Seng Index, which is better than the Hang Seng Index.

Qianhai open source fund executive investment director Qu Yang also believes that the valuation level of Hong Kong stocks is now at the bottom of history. There are two types of stocks that deserve to be actively allocated: first, growth stocks and two value stocks.

In the view of Qu Yang, the growth of many growth stocks in the Hong Kong stock market is relatively high, and the growth rate is very fast. However, the valuation level is affected by the market valuation system and liquidity, and is in a relatively low position. Holding such stocks is expected to make money for growth.

In terms of value shares, Qu Yang believes that some companies with sound operation, stable profits and high dividend yield are expected to be

Provide stable cash returns.

In addition to Hong Kong stocks, the rebound in gold prices also provides impetus for the good performance of the QDII fund and the gold fund.

At present, the international political and economic situation is still uncertain, supporting the gold price rebound window.

Wei Fengchun predicted that in the short term, the fluctuation of US economic data and the uncertainty of the policy after Trump came to power, or the weakening of the US dollar and the strengthening of gold.

Qianhai open source fund manager Xie Yi also believes that from this year's gold over the expected rebound, this year should be a golden year, ready for the year.

From the choice of varieties, Xie Yi suggests that individual investors can allocate physical gold, gold ETF, gold mining stocks and gold and silver thematic funds.

According to the view of the Great Wall fund, the A share market in 2017 is in danger and is ready to go.

From the perspective of domestic asset allocation, under the background of asset shortage, benefiting from the capital spillover effect of the real estate purchase restriction policy, the internationalization of domestic capital markets, the increase of institutional investors' rights and interests, the market liquidity is expected to increase, and with the nineteen major convening and the improvement of corporate profits, the attractiveness of the A share market has been enhanced. However, we still need to pay attention to the potential risks such as exchange rate, macro economy and the recent lifting of the ban.

In the future, we hope to underestimate the value of blue chips and high-quality growth stocks, and benefit from the reform expectations and policy support themes, such as PPP, state owned enterprises reform and the belt road.

Xingquan fund Shanghai and Shenzhen 300 index enhanced fund manager Shen Qing also said that for the 2017 general trend of the A share market, tend to steadily rise, will not rise and fall.

After all, the valuation level, growth and dividend rate of many companies are attractive.

This is also the logical basis for a large number of insurance companies to increase their holdings, "Shen stressed." asset shortage will not encourage asset managers to invest without choice.

The market is large, and there are many varieties with low risks and stable returns.

Therefore, the A share market investment in 2017 needs more patience and precise screening of targets.

Focus on the allocation of large blue chip plate, underestimate the value, high dividends, and take into account the growth of enterprises.

In view of future market hotspots, Wang Bosheng, an analyst at Shanghai securities, said that the future of blue chips may be more determinable from investment in equity funds.

From the recently disclosed fund four seasons report, the blue chips, such as consumer and household appliances, also have the main position of fund holding.

Haitong national strategy oriented Fund Manager Shi Min Jia expects that the overall style of the market will be larger in 2016. This style will continue in 2017, and the future is still the blue chips and value growth stocks.

It is suggested that investors should pay attention to the theme funds with market concern, steady growth of blue chips and consumer stocks.

"We are still optimistic about the theme of consumption, because it conforms to the characteristics of old economy and new economy, as well as the output and market demand for real growth."

Wang Bosheng suggested that investors should pay close attention to the fund of white horse consumer stocks with a high competitive barrier in the long and medium term, as well as funds that are good at finding the company's fundamentals from top to bottom and turning the new business into stocks.

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