港股牛市中你最想买的沪港深基金是哪只?

作者: 发布时间:2017-12-09 17:19:03  来源: [手机访问]
导读: 今年新财富港股策略最佳分析师张忆东最新观点是港股牛市将继续精彩。在基本面逻辑上,中国核心资产盈利新周期已经开启并将在未来数年持续拓展,盈利驱动核心资产

今年新财富港股策略最佳分析师张忆东最新观点是港股牛市将继续精彩。在基本面逻辑上,中国核心资产盈利新周期已经开启并将在未来数年持续拓展,盈利驱动核心资产牛市;在资金面逻辑上,全球“大钱”配置中国核心资产成为大趋势,中资“北水南下”及外资“西水东进”在未来数年将继续;明年投资策略建议抓牢核心资产牛市,耐心应对行情扩散和震荡。我们看看下图回忆一下今年港股市场的行情:港股牛市,今年恒生指数涨了30%。

港股牛市中你最想买的沪港深基金是哪只?

我今天看到港股走势脑海中冒出来的是我大A股里面的各种沪港深今年业绩怎么样?于是去天天基金网上面查了下排行数据:做的最好的是东方红沪港深混合+56.89%,做的最差的是创金沪港深精选混合2.9%。

面对明年很可能继续的港股牛市行情,我们应该买什么基金呢?下面整理了今年持有港股的基金的一些数据来参考选哪些只基金。

东方红沪港深混合今年上涨了56.89%

港股牛市中你最想买的沪港深基金是哪只?

通过港股通交易机制持有的港股期末公允价值为690,731,127.59元,占基金资产净值比例13.35%。

嘉实沪港深精选股票今年上涨47.52%

港股牛市中你最想买的沪港深基金是哪只?

通过沪港通交易机制投资的港股公允价值为 3,683,636,496.88 元,占基金资产净值的比例为 54.61%。

广发沪港深新起点股票今年涨幅45.57%。权益投资中通过港股通机制投资的港股公允价值为 787,972,625.43 元,占基金总资产比例 70.89%。

中海沪港深价值优选混合今年涨幅43.17%。本基金通过沪港通交易机制投资的港股公允价值为177,143,862.00元,占资产净值比例为 74.82%。

富国沪港深价值混合今年涨幅38.70%。本基金通过沪港通交易机制投资的港股公允价值为2,311,929,290.00元,占资产净值比例为 71.85%。

前海开源沪港深蓝筹精选混合33.63%。权益投资中通过港股通交易机制投资的港股公允价值为3,211,626,353.80元,占资产净值比例96.33%。

华夏港股通精选股票LOF今年涨幅31.41%。本基金本报告期末通过港股通机制投资香港股票的公允价值为372,120,389.95元,占基金资产净值比例为88.91%。

工银沪港深股票今年涨幅31.29%。本基金本报告期末通过港股通机制投资香港股票的公允价值为1,551,860,571.92元,占基金资产净值比例为88.65%。

前海开源沪港深龙头精选混合今年涨幅30.10%。权益投资中通过港股通交易机制投资的港股公允价值为1,296,814,638.07元,占资产净值比例90.33%。

广发沪港深新机遇股票今年涨幅28.94%。权益投资中通过港股通机制投资的港股公允价值为1,164,079,635.57元,占基金资产净值比例89.70%。

华宝兴业香港中小盘今年涨幅28.78%。报告期末指数投资按行业分类的股票及存托凭证投资组合公允价值占基金资产净值比例94.93%

景顺长城沪港深精选股票今年涨幅28.31%。权益投资中通过港股通交易机制投资港股的金额2,357,862,234.78元,占基金净值比例52.17%

汇丰晋信沪港深C今年涨幅27.32%。报告期末按行业分类的港股通投资股票投资组合公允价值占基金资产净值比例(55.63%)

前海开源沪港深优势精选混合今年涨幅24.31%。权益投资中通过港股通交易机制投资的港股公允价值为50,931,629.05元,占资产净值比例80.96%。

泰康沪港深精选混合今年涨幅23.28%。本基金本报告期末通过港股通交易机制投资的港股公允价值为 952,227,979.99 元,占期末资产净值比例为 78.00%。

前海开源沪港深价值精选混合今年涨幅20.48%。权益投资中通过港股通交易机制投资的港股公允价值为1,148,365,474.32 元,占资产净值比例93.76%。

中欧丰泓沪港深混合C今年涨幅16.6%。权益投资中通过港股机制的公允价值为311,928,344.96元,占基金总资产比例30.39%

前海开源沪港深新机遇混合今年涨幅13.46%。权益投资中通过港股通交易机制投资的港股公允价值为1,403,036,842.45元,占资产净值比例92.17%。

创金沪港深精选混合今年涨幅2.9%。本基金本报告期末通过沪港通交易机制投资的港股公允价值为2,119,901.70元,占净值比为0.21%。

至于选哪只基金我还是比较倾向于前海开源沪港深蓝筹精选混合,1是仓位96.3%都是港股,2是十大重仓股占比65%都是蓝筹股。

港股牛市中你最想买的沪港深基金是哪只?

新发港股基金关注到有一只做量化的华泰柏瑞港股通量化,查了下资料,这个基金经理田汉卿业绩好猛,这两年业绩前十的量化基金她占了5个,所以她新基金又是仓位最低80%做港股的应该也可以考虑。

港股牛市中你最想买的沪港深基金是哪只?

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