(Original title: Big break! Just now, the six major public fundraising giants took action: self-purchased over 500 million! More Zhang Kun and Zhu Shaoxing have greatly relaxed their subscriptions)
As the Spring Festival is approaching, A-shares are falling endlessly, and the public offering giants and top fund managers have jointly shot!
On January 27, a number of public offering giants announced that based on their confidence in the long-term, healthy and stable development of China’s capital market, they will invest huge sums of money to buy their own partial equity funds in the near future. The holding period of the invested funds is not less than one year. .
Data from the Galaxy Securities Fund Research Center also shows that the largest A-share fund that can be purchased in public offerings currently exceeds 710 billion yuan. According to fund sales channel news, during the slump at the beginning of 2022, there will be a clear net inflow of funds in the main sales channels, and top fund managers such as Zhang Kun and Zhu Shaoxing have also taken action and opened subscriptions for their funds. “Buying the bottom” A shares, with better investment tools.
6 big public fundraising giants shot
Self-purchased 540 million equity funds held for no less than 1 year
On January 27, Southern Asset Management announced that, based on the company’s confidence in the long-term, healthy and stable development of China’s capital market, the company will use its own funds to subscribe for the company’s partial stock public funds within 30 trading days from the date of the announcement. The total investment will not be Less than 50 million yuan and held for more than 3 years.
On the same day, Harvest Fund also issued an announcement stating that based on its confidence in the long-term, healthy and stable development of China’s capital market, it will use its own funds to invest 50 million yuan in the company’s partial equity fund within one month from January 27, 2022. The investment fund has a holding period of not less than one year.
In addition, China Universal, E Fund, Wells Fargo, and GF Fund have also issued announcements that they will invest in their own partial equity funds and promise to hold them for a period of not less than one year. The amount of self-purchase is 200 million, 100 million, 60 million and 80 million respectively.
According to the reporter’s statistics, as of January 26, the beginning of 2022, there have been 22 fund managers with a total self-purchase amount of more than 490 million yuan, plus today’s six giants’ self-purchased amount of 540 million yuan, this year is not enough to start the year In one month, the fund company’s self-purchased amount has exceeded 1 billion, showing the confidence of public funds in the future of the stock market.
In response to the above phenomenon, an executive of a medium-sized public fund in Beijing said that the fund company purchased its own funds, which reflects the binding of the interests of the fund company and investors, and also reflects the company’s confidence in A shares and fund investment. During the current market decline, the value of fund investment is prominent, and many stocks have entered the value investment range, indicating that professional asset management institutions are optimistic about medium and long-term investment opportunities. For the majority of investors, the stock market adjustment also provides a better opportunity to increase the allocation of equity assets.
A Shanghai public fund also told reporters that for long-term funds, short-term adjustments in the market may be a good opportunity to deploy high-quality assets. At present, a number of public offerings have taken out “real gold and platinum” self-purchasing companies’ partial equity funds. In the future, more companies may follow up and start the self-purchasing process, which shows the confidence of public fund managers in the market outlook.
“New bullet” on the way
At least 710 billion A-share funds can be invested in public offerings
Recently, data released by the China Galaxy Securities Fund Research Center also showed that the maximum A-share fund that can be purchased in public offerings is 710.4 billion. Among them, the remaining funds of the stocks that have disclosed the quarterly report are 618.9 billion yuan, the remaining funds of the stocks that have not disclosed the quarterly reports are 68.9 billion yuan, and the remaining funds of the newly established stock direction funds in January 2022 are 22.6 billion yuan.
Specifically, based on the difference between the current holding ratio of each stock in the fund’s holdings and the upper limit of the share ratio specified in the fund contract, which is disclosed in the quarterly report for the fourth quarter of 2021, it can be calculated that these funds can The remaining funds used to buy A shares are 618.9 billion yuan. Among them, according to the division of stock funds and mixed funds, the remaining funds of stock funds are 102.357 billion yuan, and the remaining funds of mixed funds are 516.576 billion yuan.
Second, the assets of the stock-oriented fund raised and established in November and December 2021, which are not disclosed in the quarterly report, are about 172.364 billion yuan. Assuming that 40% of the positions have been opened by the end of the fourth quarter of this year, the remaining 40% of the stock capital position is about 68.945 billion yuan. The stock market has seen sustained lows recently, and these funds can be bought on dips to complete the construction of positions.
Third, in January, stock-directed funds raised a total of 45.392 billion assets. It should be said that these funds have not yet had time to open large-scale positions. If the stock market has a relatively low point, large-scale positions can be opened, and it will be 22.696 billion yuan according to the ratio of 50%.
“At present, the maximum amount of A-share funds that can be purchased in public offerings is 710.4 billion yuan. These funds will become important incremental funds to invest in A-shares. In the down stage of the stock market, it is also a good time for funds to open positions.” A blue-chip manager in Beijing said.
The reporter also learned from a fund sales channel person in Beijing that at present, the main sales channel data also shows that during the beginning of 2022 when the stock market plummets and the fund’s net value is adjusted, the main sales channels show a state of net subscription. For example, channels such as Ant have fallen sharply in recent days, which also shows continuous net purchases, which also shows that investors “buy more as they fall”, and their investment operations are more rational.
In another big news, E Fund Blue Chip Selection, managed by Zhang Kun, a top-tier fund manager of 100 billion yuan, also issued an announcement saying that in order to ensure the smooth operation of the fund and protect the interests of fund share holders, the fund will also be purchased after a long period of restricted purchases. On February 7, 2022, the purchase limit will be opened to 10,000 yuan, and the subscription of funds will be officially accepted.
During the same period, the Fuguo Tianhui Fund managed by Zhu Shaoxing also expanded the purchase limit to 20,000 yuan, which will be officially implemented on January 28, 2022.
“Fund companies will generally take into account the interests of investors and take the initiative to restrict subscriptions when the market is hot to prevent investors from taking orders at high levels; while in relatively low positions in the market, they may open subscriptions to encourage investors to buy at the bottom of the market and obtain Cheaper chips may lead to better investment returns in the future. The operation of top-tier fund managers to open fund subscriptions shows that they believe that the current stock market is more valuable for investment, and hope that investors can buy at the relative bottom to obtain better long-term Return.” A blue-chip fund manager in Shanghai told reporters.
