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次新基金长信内需成长今年业绩排名逼近同类前十--亲稳舆论引导监测室
2012-07-13

  上半年近九成股基取得了正收益,跑赢大盘,以长信内需为代表的基金,重仓持有消费股,中考成绩亮眼。数据显示,截至7月5日,长信内需成长今年以来的收益率达14.79%,表现超出股基平均收益10%有余,在433只同类产品中排名第11。 Nearly ninety percent in the first half of the achieved positive income,Run win the,Long letters to domestic demand, as a representative of the fund,Heavy warehouse hold consumption shares,Tests the result to bright eye。Data shows,By July 5,Domestic demand growth since this year long letter yield of 14.79%,The average income of played more than 10% to spare,In 433 only ranked eleventh similar products。

  据了解,该基金主要投资于内需增长且具有较好成长潜力的上市公司,对于受益于内需成长且具有较好成长潜力的上市公司的投资比例不低于股票资产的80%。

According to understand,The funds invest primarily in domestic demand growth and has a good growth potential of the listed company,To benefit from domestic demand growth and has a good growth potential of the listed company's investment proportion is not less than 80% of the assets stock。

  分析人士认为,大消费板块蕴藏的中长期投资价值仍有待挖掘。无论是从当下市场环境,还是从产品本身投资“潜力股”的特色出发,类似长信内需这样重点关注消费板块的基金产品,其未来成长空间都值得期待。

Analysts believe that,Big spending in long-term investment value contain plates are still to be mining。Whether from the current market environment,Or from the product itself investment“Potential shares”Characteristics of,Similar domestic demand such focus on consumption long letters of the plates fund products,Its future growth space is something to look forward to。

  长信内需成长基金经理安昀则指出,中国人口红利拐点的到来,将进一步促使中国经济由工业化向大消费转变。而学术界普遍认为,由于计划生育等政策的实施,中国的人口红利拐点即将在2012年到来。人口拐点的到来将带来持续的通胀和资产估值的下移,未来投资相关产业在经济中的比重下降,消费相关产业在经济中的比重上升,随着可支配收入的提高,消费群体在医疗、保健、教育、文娱、育婴等方面的投入比例不断增大,也将催生一批市场潜力可观的公司,专注于消费领域的企业将迎来快速成长的机遇。(巩万龙)

Long letter domestic demand growth fund manager AnYun has said,China's population bonus, the arrival of inflection point,Will further prompted the Chinese economy to big spending by industrialization transformation。And academia says that,Due to the implementation of the policy of family planning, etc,The population of China is in 2012 bonus inflection point coming。The arrival of the population inflection point will bring inflation and asset valuation of the folding,The future investment related industry in the proportion of economic decline,Consumer related industry of economic weight increased,With the improvement of disposable income,Consumer groups in the medical treatment、Health care、education、civic、Childcare, and other aspects of the investment proportion growing larger,Will also gave birth to a number of potential market considerable company,Focus on consumer areas of enterprise will have fast growth opportunities。(巩万龙)



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