Fund rankings have changed significantly since August, with some pharmaceutical-themed funds falling

Pharmaceutical Network Pharmaceuticals Stock Market Since August, the ranking of equity funds has changed significantly, some of which in the first seven months of the strong momentum of pharmaceutical-themed funds began to fall.
From the ranking situation, the top 10 are the Great Wall environmental theme mix, the Great Wall long-term mixed, the integration of the health care industry mix, Guangfa new economic mix, the integration of the health industry flexible configuration mix, China Merchants Pharmaceutical and Health industry stocks, Guangfa high-end manufacturing stocks, ICBC frontier medical stocks, Tianhong Medical Health Hybrid A and NORD value advantage mix.
half of all pharmaceutical-themed funds, and before August, eight of the top 10 equity funds were pharmaceutical funds.
the change, industry insiders think it is reasonable.
first half of this year, the valuation of pharmaceutical funds is at historically high levels, and in the long run, yields will fall.
so it is appropriate to reduce the yield of pharmaceutical-themed funds, in fact, is a more reasonable expectation.
" is still in the top 10 pharmaceutical funds, some of the year's performance is better.
such as The Healthcare Industry Hybrid A and China Merchants Healthcare Equity Fund, returned 102.77 per cent and 98.80 per cent, respectively.
addition, ICBC Frontier Medical Stocks fund returns during the year are not bad.
of these, the net value of Integrated Medical Hybrid A rose by 1.73% on August 27, while the net value of the current fund unit was 2.7110 yuan, with a cumulative net worth of 3.0750 yuan.
fund has earned 275.18 per cent since its inception, 93.37 per cent so far this year, 1.23 per cent in the past month, 102.77 per cent in the past year and 159.43 per cent in the last three years.
According to the second-quarter report of the financial hybrid, the fund achieved a profit of 548 million yuan in the second quarter, the investment strategy is to lay out the health care industry's long-term high-boom core sub-industry, more choice of the future space large, less affected by the policy assets. according to the regular report of
New Fund, the fund has heavy positions in Jianfan Bio (7.84 per cent of positions), Tiger Pharma (6.84 per cent of positions), Changchun Gaoxin (6.27 per cent of positions), Zhifei Bio (6.25 per cent of positions), Hengrui Pharmaceuticals (6.25 per cent of positions). 20%), Dasanlin (position ratio 4.68%), Kailaiying (position ratio 4.08%), General Medical (position ratio 4.00%), Antech Medical (position ratio 3.99%), Antu Bio (position ratio 3.51%).
China Merchants Pharmaceutical and Health Industry also recently announced a new net worth, up 1.75 percent.
net unit value of the fund is 2.97 yuan, the cumulative net worth is 2.97 yuan.
fund has earned 197.00 percent since its inception on January 30, 2015, 88.33 percent so far this year, 0.78 percent in the last month, 98.80 percent in the last year and 179.92 percent in the last three years.
report showed that the fund's net share grew by 42.51 per cent during the reporting period, compared with a benchmark performance growth rate of 22.98 per cent over the same period.
's new periodic report shows that the fund's top 10 heavy stocks are Dasan Lin (8.28 percent of positions), Jianfan Bio (8.18 percent of positions), Huada Gene (5.03 percent of positions), Dean Diagnostics (4.82 percent of positions), Hualan Bio (4.64 percent of positions), Pharmaceuticals. (Position ratio 4.47 percent), Tiger Pharma (position ratio 4.40 percent), Anglo Medical (position ratio 4.29 percent), Zhifei Bio (position ratio 3.94 percent), Wantay Bio (position ratio 3.85 percent), the total share of total assets of funds is 51.90 percent, the overall shareholding concentration (high).
it is understood that there are several factors affecting the phased trend of pharmaceutical-themed funds, including the overall liquidity of the market, the industry trend of the pharmaceutical sector itself, and some phased seesaw effects of funds.
In the industry's view, in terms of market liquidity and the pharmaceutical sector itself industry trends, the continued rise of large-cap stocks will have some attraction to the pharmaceutical industry's funds, resulting in the withdrawal of some funds from the pharmaceutical sector.
But in the long run, the pharmaceutical sector remains a bullish track, with segments including innovative drugs, drug research and development services, medical services and high-end medical devices.