A new batch of funds presents a new feature: a preference for "technology, medicine and consumption" portfolio.

Recently, the fund issuance market has been hot, but a new batch of funds showed new characteristics, many funds prefer the "technology and medicine and consumption" combination.
For example, the Fund Great Wall Healthy Life Flexible Allocation Hybrid Fund, which focuses on investing in technology, medicine and consumption of the three gold tracks, is committed to mining good growth stocks for investors in the long-term cattle industry, and strives to achieve long-term stable and value-added of the Fund's assets under the premise of risk control.
it is understood that Great Wall Healthy Living Hybrid is a flexible allocation hybrid fund with a stock investment ratio of 0%-95%, which invests in related stocks on the theme of healthy living is not less than 80% of the assets of non-cash funds.
The relevant person in charge of the fund expressed optimism about the future market, optimistic about the long-term performance of the market in the next 2-3 years, pay attention to the pharmaceutical sector, the industry's high degree of prosperity of electronics, new energy vehicles and other sectors, actively participate in the market, with a view to sharing China's scientific and technological innovation-driven investment dividends.
is unique, and the BOC Core Drive Equity Fund, which is in the fundraising phase, is also focused on these three gold tracks.
From the perspective of sub-sectors, the fund's relevant person in charge has previously said that more optimistic about the technology sector in the new energy vehicles, software, cloud computing, artificial intelligence, medical services in the pharmaceutical sector, vaccines, innovative drugs, innovative equipment, such as liquor in the consumer sector.
addition, the China-EU Alpha Fund, a growth-style product, will be launched on August 17, focusing on the three core areas of technology, medicine and consumption.
fund managers will consider the business model, industry space, industry cycle, competition pattern and other factors to judge the business climate of the industry, dynamic adjustment of the three major track allocation ratio.
why do these funds prefer the three tracks of technology consumption medicine? According to statistics, as of the first half of 2020, the pharmaceutical, consumer sector food and beverage and technology sector in the electronics industry, access to public funds significantly over-matched.
For example, according to a new research report released by Northeastern Securities, the ratio of public funds over-allocation to the pharmaceutical industry rose from 3.77 percent in the fourth quarter of 2019 to 7.30 percent in the second quarter of 2020;
addition, the over-matching of the electronics sector in the technology sector continued to increase, reaching 4.16% in the second quarter of 2020.
. In addition, the Shenwan Food and Beverage, Electronics, Leisure Services, Pharmaceuticals and Biology Industry Index rose by more than 200% in the decade from July 30, 2010 to July 30, 2020, up 394%, 293.6%, 283.6% and 228.9%, respectively, ranking in the top four of the 28 Shenwan Industry Indexes.
In the view of many fund managers, the three major areas of consumption, medicine and technology are closely related to the healthy life and quality of life of residents, in the medium to long term, it is indeed the golden track with investment opportunities in the future.
In terms of the pharmaceutical circuit, there are several main logics for reference: First, the rapid growth of consumer pharmaceutical products, or drive consumption upgrading and demand upgrading;
.