166002中欧新蓝筹怎么样 中欧新蓝筹基金166001
In this article, we will explore the performance and details of the 166002 Zhong Ou Xin Lan Chou (中欧新蓝筹) fund, also known as the Zhong Ou Xin Lan Chou Ji Jin (中欧新蓝筹基金).
1. Overview of 166002 Zhong Ou Xin Lan Chou Fund
The 166002 Zhong Ou Xin Lan Chou Fund is a flexible allocation mixed equity fund under the Zhong Ou Fund. It was established on July 25, 2008, and its latest net value is 1.6779. The fund's assets, as disclosed in the latest quarterly report, amount to 8.668 billion yuan.
2. Performance of 166002 Zhong Ou Xin Lan Chou Fund
The 166002 Zhong Ou Xin Lan Chou Fund has been in operation for 12 years and 252 days since May 23, 2011. During this period, it has achieved a growth rate of 250.81%. The fund's performance indicates its ability to generate returns for investors over the long term.
3. Updates on the Fund
As of the most recent valuation, the 166002 Zhong Ou Xin Lan Chou Fund has a net value of 1.5432, with a daily increase of 0.0136 (0.8825%), and a five-minute rise of 0.0065. On January 18th, the fund joined the list of selected funds with a price of 1.5432. The fund provides opened information on its net value and changes in value, allowing investors to track its performance.
4. Holdings and Adjustments
The fund manager, Zhou Weiwen, has made several adjustments to the portfolio. In terms of sectors, he reduced holdings in real estate, home appliances, and communications, while increasing positions in liquor, banks, and airline companies. The fund's holdings now include around 16.5% in cyclical stocks (such as non-ferrous metals and petrochemicals), as well as consumer stocks like food and beverage and express delivery companies. These adjustments in portfolio allocation reflect the manager's strategy in navigating the market and seeking potential opportunities.
5. Comparison with Other Funds
When comparing the 166002 Zhong Ou Xin Lan Chou Fund with other funds, it is important to consider factors such as investment objectives, fund size, and historical performance. The fund's track record of achieving a growth rate of 250.81% over 12 years indicates its potential for generating returns for investors.
6. Investment Options
Investors who are interested in the 166002 Zhong Ou Xin Lan Chou Fund can consider it as an option for their investment strategies. The fund's flexible allocation approach provides opportunities for diversification and potential growth in various sectors. However, it is always advised to carefully analyze your risk tolerance and consult with a financial advisor before making any investment decisions.
Overall, the 166002 Zhong Ou Xin Lan Chou Fund has shown steady performance and potential for generating returns over the long term. As with any investment, it is important to conduct thorough research and understand the fund's strategy and risk profile before making any investment decisions.