Institutional clients to change the public fund investment style – fund channel-sichen

Institutional clients change public fund investment style fund – channel     2016 fund semi annual report, the fund holder structure index, institutional investors accounted for the same period last year increased by 8.29%, including bond funds and currency funds most favored by institutional investors, especially the bond fund, is only from the mid 2015 institutional investors began to get the continuous increase in holdings fund category, in the structure of fund holders in proportion to increase steadily, in the middle of 2015, at the end of 2015 and mid 2016 accounted for 58.52%, 71.59%, 73.87%. Bond funds for the risk benefit ratio is relatively controllable, as institutional investors pursue customized revenue targets and the investment direction of the public offering of products, it is not only changing the holder structure in public funds, will also have a certain impact on the public product investment style. TX Irving data show that as of the end of the first half of 7 trillion and 369 billion 374 million, in the public offering of fund shares, holdings of institutional investors reached 3 trillion and 923 billion 87 million, accounting for 53.24%, while in the same period last year, the scale of institutional holdings accounted for 44.95%. Specific from institutional investors in the proportion of various types of funds, compared to the same period last year, bonds, QDII, currencies and other types of funds in the first half of the proportion of institutional investors to hold up. Data show that in the first half of 2016 the IMF institutional investors held a share of 2 trillion and 416 billion 461 million copies, accounting for more than the same period last year, an increase of 20.73% over the same period of 59.31%. In addition, compared with the money funds, bond funds and institutional clients is the proportion of fast growth in the first half of this year, bond funds and institutional investors hold a share of 645 billion 672 million, the proportion of shares held by institutional investors as high as 73.87%, an increase of 15.35 percentage points over the same period last year 58.52%. As a tool of products, index funds and financial institutions preferred category, the 38 index fund institutions accounted for up to 9, occupy 7.45% of the number of funds statistics; minority funds into investment or investment in the field of offbeat QDII. In equity funds, the proportion of institutional holdings of equity funds over the same period last year, little difference, but the proportion of institutional investors holding shares of hybrid funds fell by up to 37.56%. The proportion of institutional investors accounted for the situation is also affecting the fund investment style. A fund experts said, "the influence of holders of fund performance is relatively large, especially if the holders of fixed income products, stable structure, easy operation of the fund manager, and performance is more robust." From the first half of the fund’s profit situation, although the bond market affected by the default storm, but bond funds, money funds and short-term financial fund income is generally positive. In the asset allocation under the background of shortage, such as banking, insurance, securities, trust, financial companies and social security funds actively looking for a steady source of income, with public fund investment in professional research ability and strong product design.相关的主题文章: