QDII end to end performance gap: up to earn more than 5% of the worst loss of over 30% of the Securities Times reporter Xiang Jing in the recent A stocks fell and the devaluation of the background, experience of "Waterloo" qualified domestic institutional investors in the 2008 financial crisis (QDII) sought to regain fund. However, the difference of investment area and investment target makes QDII fund performance differentiation larger. Specific varieties, gold QDII most profitable, while the concept of the Internet and Hong Kong stocks fund performance is relatively backward. Data show that in January this year, the statistics of 136 QDII funds fell by an average of 13.29%, of which only 16 were positive income, 38 fell more than 10%, 7 decline over 20%, the largest decline of more than 30%. This year, QDII fund performance presents a "ice and snow" pattern. On the one hand, due to the global stock market turmoil, funds are more willing to enter the field of risk aversion, therefore, the gold QDII eye-catching performance, become the most profitable varieties in QDII. At present, with the gold investment focus QDII a total of 4 funds, respectively, yifangda gold theme, golden harvest, lion global gold, gold and precious metals huitianfu fund. Data show that in January, the 4 QDII fund yields were 5.58%, 5.50%, 5.49% and 5.22%, achieved positive returns in the open market crash. On the other hand, involvement in the Hongkong market since the beginning of the "Stock Exchange double", the Hongkong market QDII fund investment dismal performance. Among them, Yinhua Hang Seng H shares B, Fukoki index B because of leverage attributes, the decline is as high as 33.38% and 20.25% respectively. In the active management of the product, the market value of investments in South Hongkong, yifangda growth Asian selection, the selection of Fortis in Hongkong accounted for a higher net value of the fund assets of the fund, fell more than 15%. In addition, because A shares occupy a large proportion in the configuration varieties, while the related stocks decline, the Internet concept QDII performance, for example, Castrol global Internet fell to 21.03%, Warburg Internet fell 18.02%. Looking forward to overseas investment in 2016, Xu Zhaozhen, director of the international business division of Wanjia fund, believes that QDII products still have a certain investment value in the context of continued devaluation of the RMB and relatively loose global liquidity. Especially after the risk correction of many assets in January, for the investors in wait-and-see state, at present or is a better intervention opportunity. In terms of asset allocation, he suggested that prudent investors should pay attention to overseas investment instruments with interest margin, and active investors could pay attention to the European and Japanese market of continuing quantitative rights and interests. Wu Xiangjun, head of the International Business Department of Guotai fund, has similar views, but in the direction of specific investment, he looks more beautiful. At present, the valuation of US stocks is still reasonable, and the next few years, the U.S. economy will be a great probability towards the recovery cycle, the value of the U.S. dollar asset allocation highlights. At present, many QDII are restricted or closed the purchase, optimistic about the overseas asset allocation of investment theory

QDII首尾业绩差距大:最多赚逾5% 最差亏超30%   证券时报记者 项晶   在近期A股大跌及人民币贬值的背景下,2008年金融危机中遭遇“滑铁卢”的合格境内机构投资者(QDII)基金重获追捧。不过,投资地区、投资标的差异使得QDII基金业绩分化较大。具体品种上,黄金QDII最赚钱,而互联网概念和港股类基金表现则相对靠后。   数据显示,今年1月份,可统计的136只QDII基金平均下跌13.29%,其中,仅16只获得正收益,38只跌幅超过10%,7只跌幅超20%,跌幅最大的超过30%。   今年以来,QDII基金业绩呈现出冰火两重天的格局。   一方面,由于全球股市动荡,资金更愿意进入避险领域,因此,黄金QDII表现抢眼,成为QDII中最赚钱的品种。目前,以黄金为投资重点的QDII基金共有4只,分别为易方达黄金主题、嘉实黄金、诺安全球黄金、汇添富黄金及贵金属基金。数据显示,1月份,这4只QDII基金的收益率分别为5.58%、5.50%、5.49%和5.22%,在开年大跌行情中取得了正收益。   另一方面,受累于香港市场年初以来的“股汇双杀”,投资香港市场的QDII基金表现惨淡。其中,银华恒生H股B、汇添富恒生指数B因为带杠杆属性,跌幅分别高达33.38%和20.25%。在主动管理产品中,南方香港成长、易方达亚洲精选、海富通大中华精选等香港地区投资市值占基金资产净值较高的基金,跌幅均在15%以上。   此外,因为配置品种中A股占据了较大比重,而相关个股跌幅较大,互联网概念QDII表现靠后,例如,嘉实全球互联网跌幅达到21.03%,华宝互联网跌幅为18.02%。   展望2016年海外投资,万家基金国际业务部总监徐朝贞认为,在人民币持续贬值和全球流动性相对宽松的背景下,QDII产品仍具一定投资价值。尤其是经过1月份许多资产的风险修正后,对处于观望状态的投资人来说,当前或是一个比较好的介入时机。   具体大类资产配置上,他建议稳健型投资者可关注具有利差收益的海外投资工具,积极型投资者可关注欧洲、日本等持续量化宽松国家的权益类市场。   国泰基金国际业务部负责人吴向军也持类似观点,但在具体投资方向上,他更看好美股。   “目前美股估值还比较合理,未来几年,美国经济将极大概率走向复苏周期,美元资产配置价值凸显。目前很多QDII都限购或者关闭申购了,看好海外资产配置的投资者不妨根据自己的风险偏好趁早上车。”他说。 进入【新浪财经股吧】讨论相关的主题文章: