Deeply Investing In Fundamental Investment, Penghua's 16 Equity Funds Are Ranked In The Top Ten On The Morningstar List
Deeply Investing In Fundamental Investment, Penghua's 16 Equity Funds Are Ranked In The Top Ten On The Morningstar List
Amid the continuous fluctuations, the A-share market has concluded in the first half of the year. In the market environment where phased fluctuations are intensifying, powerful public offering institutions still steadily exert their professional advantages and create stable and sustainable investment returns for holders in the medium and long term. According to the Morningstar China Fund Performance Ranking, as of June 30 this year, in the past year, six equity funds under Penghua Fund have been listed in the top ten in the same category; in the past three years, five equity funds under Penghua have been ranked in the top 10 in the same category; in the past five and ten years, a total of five equity funds under Penghua have been ranked in the top ten in the same category; a total of 16 equity funds have been listed in the top ten in the same category in different return cycles, and a total of 30 equity and fixed income products have ranked in the top 10 in the same category.From the perspective of longer return cycles, Morningstar China
Amid the continuous fluctuations, the A-share market has concluded in the first half of the year. In the market environment where phased fluctuations are intensifying, powerful public offering institutions still steadily exert their professional advantages and create stable and sustainable investment returns for holders in the medium and long term. According to the Morningstar China Fund Performance Ranking, as of June 30 this year, in the past year, six equity funds under Penghua Fund have been listed in the top ten in the same category; in the past three years, five equity funds under Penghua have been ranked in the top 10 in the same category; in the past five and ten years, a total of five equity funds under Penghua have been ranked in the top ten in the same category; a total of 16 equity funds have been listed in the top ten in the same category in different return cycles, and a total of 30 equity and fixed income products have ranked in the top 10 in the same category.
Among them, in the one-year performance list, Penghua CSI Environmental Protection Industry Index A () ranked the top 5 among 278 large-cap growth stock funds with a net value growth rate of 17.65%, Penghua CSI Belt and Road Theme Index A () ranked the ninth among 40 large-cap value stock funds with a net value growth rate of 10.17%, Penghua Hong Kong Stock Connect CSI Hong Kong Bank Index A () ranked second among 41 Hong Kong stock funds with a net value growth rate of 3.88%, Penghua CSI Livestock Breeding ETF () ranked the top 10 among 66 industry stock-consumer funds, Penghua CSI 800 Real Estate Index A () and Penghua CSI Bank ETF () ranked second and eighth among 62 industry stock-financial real estate funds respectively.
From the perspective of longer return cycles, Morningstar China's three-year fund performance rankings show that as of June 30, 2022, among active equity funds, in the past three years, Penghua Environmental Protection Industry Stock () ranked 4th among 207 large-scale growth stock funds with an annualized return of 55.03%; Penghua Pharmaceutical Technology Stock () ranked 10 among 46 industry stocks-pharmaceutical funds with an annualized return of 24.36%. Among passive index funds, Penghua CSI Belt and Road Theme Index A() ranked fourth among 26 large-cap stock funds with a net value growth rate of 17.05%; Penghua CSI Liquor ETF() and Penghua CSI Liquor Index A() ranked first among 26 industry stock-consumer funds with annualized returns of 33.74% and 32.47% respectively.
Morningstar China's five-year fund performance rankings show that as of June 30, 2022, among active equity funds, in the past five years, Penghua Environmental Protection Industry Stock () ranked 4th among 158 large-cap growth stock funds with an annualized return of 27.11%; Penghua Shanghai, Shenzhen and Hong Kong Emerging Growth Allocation () ranked 8th among 36 Shanghai, Hong Kong and Shenzhen Active Allocation Funds with an annualized return of 15.08%. Among passive index funds, Penghua CSI Belt and Road Theme Index A() ranks the top 3 among 20 large-cap value stock funds with a net value growth rate of 7.76%; Penghua CSI Wine Index A() ranks second among 16 industry stock-consumer funds with an annualized return rate of 30.00%.
In addition, in the Morningstar China's 10-year fund performance ranking list with the longest cycle span, as of June 30, 2022, Penghua Shengshi Innovation (), managed by Penghua Steady Value veteran Wu Xuan, in the past decade, ranked 8th among 34 actively allocated-large-market balance funds with a historical annualized return of 14.67%.
Active equity investment ability has always been regarded by the industry as the core competitiveness of fund companies and is also the traditional advantage area of Penghua Fund. As one of the "old ten" fund management companies in the public offering industry, Penghua Fund is known as the "fundamental investment expert". It has always adhered to the investment philosophy of value investment and long-term investment, advocated fundamental stock selection, and is committed to exploring and investing in excellent listed companies with growth potential through in-depth research, sharing the company's development results through long-term investment, and investing in undervalued companies to obtain excess returns. In years of investment and research practice, by building a rigorous and complete investment and research system, Penghua Fund has gradually formed sustainable fundamental investment and research strength, striving to understand market fundamental changes in different economic environments, find the best investment targets that are in line with the direction of industrial and social development, and have sustainable competitive advantages and good profitability, so as to create long-term value for investors. Excellent stock investment capabilities have also been recognized by the industry. In the awards of the authoritative public offering industry awards last year, Penghua Fund won the top ten "Golden Bull Fund Management Company" awards in 2020 and the "2020 Gold Fund TOP Company Award".
In the field of passive index investment, Penghua Fund, which has rich management experience, has continued to make efforts in recent years, and its diversified product layout continues to gain the trust of investors. When exploring Penghua Fund's product layout in ETFs in subdivided fields, it is not difficult to find that it is not blindly pursuing market speculation hot spots, but paying more attention to providing the market with precise tools that can explore long-term logic and meet diversified investment strategies, reflecting the foresight in product line layout. In 2019, the Penghua Index Fund brand was officially launched, covering all passive index funds under Penghua Fund, aiming to build a cross-market (Shanghai, Shenzhen and Hong Kong) diversified index product platform and provide investors with diversified index investment tools. In recent years, several on-site index products such as photovoltaic ETFs, nonferrous 50 ETFs, carbon neutral ETFs, chemical ETFs, animal husbandry ETFs, Hong Kong Stock Connect consumer ETFs, Hong Kong Stock Connect medical and health ETFs have been successively issued and promoted listing and trading. Penghua Fund's ETF layout in the sub-industry track has been further improved, and has become a convenient investment tool for investors to seize various market opportunities.
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