X
Jun 12, 2021 05:10 PM (GMT+8) · EqualOcean
It is learned from Lide fund that Lide Fund Research Institute has issued the performance ranking of licensed investment advisor portfolios of public funds, which takes the risk attributes of fund portfolios as the core evaluation criteria, and ranks the performance of fund investment advisors according to five portfolio classification criteria. According to the report classification, currency and bond funds account for 0% (inclusive) to 20%, and the portfolio is mainly equity enhanced allocation type, which is regarded as radical type. At present, China Southern Fund and Guotai Junan have the largest number of investment advisory portfolios, ranking first and second respectively. Guotai Junan has more radical portfolio products, with a total of 11. The company has set up a number of special fund portfolios, such as new energy portfolio, national defense security portfolio, etc; Southern Fund's radical investment advisory portfolio is as high as 9, mainly for the growth type of stock selection fund product portfolio.