Berserk QDII hidden worries behind the 90% year loss fund channel-carmex润唇膏

Berserk QDII hidden worries behind: continuous losses fell 90% – fund channel reporter Li Liang A stock market since the new year this year, and the RMB exchange rate volatility was caused in the accident, QDII fund panic buying. But the Berserk QDII fund investors may not be aware that, on the surface, they get a new configuration of dollar assets opportunities, but due to fluctuations in overseas markets also intense, they could not escape the bad luck by asset allocation. WIND data show that as of last weekend, this year there are 117 QDII fund performance loss, accounting for 90% of the number of funds than QDII. This also means that if investors at the beginning of the year berserk QDII fund, the probability of the assets shrink to 90%. The industry believes that the current overseas asset allocation ability of the domestic fund industry still needs to strengthen, QDII investment fund products is far more complex than the A shares of the fund products, investors need to be carefully screened before purchase, otherwise it will risk accident. Partial shares of QDII losses across the board if the QDII fund classification can be found in the rankings, QDII funds accounted for most of the partial shares of QDII fund, this year’s worst performance. WIND data show that as of January 28th, including stock and hybrid funds, QDII, 99 QDII funds this year than a loss, less than a month, the average net worth has reached 11.75%, for each type of QDII fund crown. And has always been regarded as a healthy return on Bond Fund QDII, since this year the performance is not satisfactory, WIND data show that as of January 28th, 17 bond funds included in the statistics of QDII, but only a 3 positive returns, the rest of the bond QDII appeared different degree of loss. In contrast, after the performance of noble metal QDII fund poor, benefited from the rise in the price of gold, since this year have achieved an average of about 5% of the income, has become a bright spot in the rare QDII fund. In this regard, the fund analyst believes that, judging from history, overall QDII funds provide investors with limited income, about half of the QDII fund is still at a loss even, this shows that the overseas investment allocation ability Chinese public fund industry Co., ten. Increase the investment and accumulation of talent is the most effective way to improve the environment, but for the current public fund industry, subject to the previous QDII product sales bleak, willing to put more money in this company is very small. The new opportunities fund mutual recognition of the fact that if the Berserk QDII fund still mired in the "nine years loafing" quagmire. WIND data show that in 2007, 4 QDII funds under the first circle of 120 billion 100 million yuan scale, become the star fund products in the year. But after a lapse of nearly nine years, until the end of 2015, the number of products QDII funds increased to 100 (excluding feeder funds), but this is only 100 base.

“疯抢”QDII背后藏隐忧:今年以来九成亏损-基金频道   本报记者 李良  A股市场新年以来的连续重挫,和人民币汇率一度剧烈波动,意外导致QDII基金的抢购潮。但“疯抢”QDII基金的投资者们或许没有意识到,从表面上看,他们获得新的配置美元资产的机会,但由于海外市场波动同样剧烈,他们的资产配置也难逃缩水的厄运。  WIND数据显示,截至上周末,今年以来有117只QDII基金产品业绩出现亏损,占可比QDII基金数量的90%。这也意味着,如果投资者在年初就“疯抢”QDII基金,其资产缩水的概率达到九成。业内人士认为,目前境内基金行业在海外资产配置上的能力尚需加强,QDII基金产品投资复杂性远远高于A股基金产品,投资者在申购前需要仔细甄别,否则会遭遇意外的风险。  偏股QDII全线亏损  如果将QDII基金进行分类排名,则可以发现,在QDII基金中占比最重的偏股型QDII基金,今年以来表现最为糟糕。  WIND数据显示,截至1月28日,包括股票型和混合型QDII基金在内,可比的99只QDII基金今年以来全部呈亏损状态,短短不到一个月时间,净值平均缩水达11.75%,为各类型QDII基金之冠。而一向被视为稳健回报的债券QDII基金,今年以来表现也不如人意,WIND数据显示,截至1月28日,纳入统计的17只债券QDII基金中,竟只有寥寥3只获得正收益,其余债券QDII则出现了不同程度的亏损。  相比之下,此前表现不佳的贵金属QDII基金,受益于黄金价格的上涨,今年以来纷纷取得平均约5%的正收益,成为QDII基金中难得的一抹亮色。  对此,基金分析师认为,从历史表现来看,QDII基金整体为投资者提供的收益十分有限,甚而大约有一半的QDII基金自成立至今仍处于亏损状态,这表明中国公募基金行业的海外投资配置能力十分有限。加大投入和聚集人才是改善这种环境的最有效办法,但对于目前的公募基金行业来说,受制于此前QDII产品销售的惨淡,愿意在这方面投放更多财力的公司非常少。  基金互认的新机会  事实上,如果没有此次“疯抢”,QDII基金仍然深陷在“九年磨洋工”的泥沼之中。  WIND数据显示,在2007年,首发的4只QDII基金圈下了1201亿元的产品规模,在当年成为明星基金产品。但时隔近九年之后,至2015年年底,QDII基金的产品数量增加到100只(不含联接基金),但这100只基金的产品总份额却仅为747亿份,资产净值则缩水至565亿元。对于QDII基金的持有人来说,这显然是一个非常难看的数字��这意味着,历经近九年的发展,QDII基金其实都算不上“原地踏步”,而是大幅度倒退了。  业内人士认为,业绩是QDII基金目前最大的软肋,一旦投资者发现“疯抢”的风险大于收益,这股热情会迅速退潮,有可能引发赎回压力。但与此同时,由于基金互认的出现,海外资产投资能力相对更强的中国香港基金产品将成为投资者的新宠,这一点,或对QDII基金造成更大的压力。  此前,已有部分基金公司已经开展基金互认业务。以上投摩根为例,去年12月30日,继首批获得中国证监会批准发售北上互认基金产品后,上投摩根基金公司委托摩根资产管理,向中国香港证监会递交的产品注册申请正式获批。至此,上投摩根成为了内地首家获准开展基金互认双向业务的资产管理公司。而这也意味着,内地和香港基金互认的双向通道已经打开,两地投资者将有更多的渠道进入对方市场。相关的主题文章: