East Wu is close to full warehouse manufacturing negative income rich anda disorderly throw

The Fund's annual report was disclosed in 2013, and the industry configuration preference of the fund companies at the end of last year was gradually revealed. Financial Weekly reporter finishing last year's data found that the East Wu fund in the four quarter of the most love of manufacturing, the Thai Trust Fund for the whole year is dedicated to water conservancy, environment and public facilities management industry and health and social work of these two industries, and the Fidelity fund is the type of many industries to sow. The industry, which has always been the big head, has suffered a severe snub in the four quarter. East Wu Most love manufacturing, not rewarded by the report of the anti-involvement Fund, the 2013 end of the fund in all positions in the industry, the most popular among the fund companies are still manufacturing (according to the Securities and Futures Commission industry Classification), 72 fund companies have 70 exceed the industry, the total market value of 791.718 billion. And for the overall preference of the fund companies in the manufacturing industry, the most love the sector is the Soochow fund. At the end of the quarter, the East Wu Fund's products held a manufacturing market value of 5.068 billion yuan, compared with three quarters, growth of 11.97%. The total market value of the manufacturing industry is 86.95%, compared with 38.36% of the standard industry ratio, exceeding 48.59%. At the same time, the super proportion leading the second-day governing fund 8.43%. 2013 years of the Four seasons, the manufacturing sector in the overall stock market is not very good, the situation, the market rose 4.99%. At that time, the East Wu Fund's total of 18 equity funds (A, b separate calculation), there are 11 to match the manufacturing industry. Among them, the Dong Wu Capital Preservation holding the manufacturing market value of 23.6745 million yuan, accounting for its share investment market value than 100%, and 38.37% of the stock market standard comparison, Super match 61.63%. The other two, East Wu value growth and eastern Wu Jiawou advantage is also close to the full warehouse manufacturing, respectively, the Super match 59.29% and 56.32%. However, the three funds have been folded for four quarters, all of which are negative. Among them, the most serious loss is the most of the East Wu Capital preservation of the mixed-bond funds, the quarterly yield of 5.63%. The Tung Wu fund explained that in early November, due to trading plate stops, the first half of November, interest rate debt began to accelerate down, bond yields from 4.2% to 4.7%, close to record highs. The December insurance redemption led to market sentiment panic, credit debt also followed the fall, the bond market is a tragic. Thai letter all Year "Die Faithful" two industry, four quarter heavy thunder four quarter, the biggest industry is scientific research and technology services, growth rate of 8.61%. The sector has performed well in the three quarter, an increase of 23.17%. The fund company's total market value also from the three quarter of 3.034 billion yuan to four quarter of 4.109 billion yuan, an increase of 35.4%. Among them, Ping ' an Dahua is the industry's highest proportion of the fund company, for 3.4%. Culture, sports and Entertainment, a part of TMT, were also popular last year, with a 76.09% per cent rise in the year. However, it plunged 21.14% per cent in the four quarter, the head of the industry. And the Mister Thaksin Fund has unfortunately become a steppingThe company of the mine plate. By the end of the four quarter of last year, Thai letter Holdings in the industry market capitalisation of its share market capitalisation ratio of 6.41%, compared with the three quarter growth of 9.62%, the proportion of more than 5.59%, to become the highest proportion of the fund company. Financial weekly Reporter statistics Four Quarterly report found that, compared with other positions in the same industry fund companies, the Thai Trust Fund for four consecutive quarterly high proportion of the water conservancy, environment and public facilities management industry and health and social work of the two industries. And, from the first quarter, the Thai trust fund has been more than the Water conservancy, environment and public facilities management industry 8.37%, over health and social work 1.26%. Over the next three quarters, the Thai Trust fund maintained its continued investment in the two sectors. Wind data showed that the Water conservancy, environment and public facilities management sector, which grew by 27.94% per cent throughout the year, grew by four, 9.71% and 17.79% in the first quarter, three and 4.19%, except for a two-quarter decline of 5.44%. The health and social work sector has maintained a four-quarter continuous growth stance. Especially in the first three quarters of last year, the rise was very strong. The first quarter, two quarter and three quarterly gains were 8.79%, 29.89% and 42.44% respectively. While growth plunged to 0.11% in the four quarter, the year's growth surged to 104.48% per cent. Although last year's four quarter of the end of the Thai Trust Fund's equity products are not satisfactory, the average yield is 2.35%. But throughout 2013, as the two plates of the "dead loyalty powder", the Thai Trust Fund's products have been the corresponding generous returns. Last year, the Thai Credit Fund has a total of 13 income-sharing rights and interests, except for a mixed-bond fund income is negative, the other has achieved positive returns, the equity products average yield of 5.46%. With a wide net of wealth, the company was hit hard by the end of the four quarter, with the most widely cast net of the Fund's non-rich Anda fund in the investment industry. According to the data, the three types of industries in which the Fidelity fund positions are ranked at the forefront of all fund companies, with mining, health and social work at the top of all fund companies, 7.55% and 4.36% respectively, and information transmission, The software and information technology services sector ranked second in the proportion of 38.93% per cent of equity investment. But for the manufacturing industry favoured by the fund companies, the company is relatively aloof, holding its market capitalisation at 42.71% per cent of the value of equity investments, ranked at the bottom five. Financial Weekly (micro-credit money-week) reporter statistics, as at the end of the four quarter, the company has a total of 4 benefits, the average yield of 7.16%, in 72 fund companies, ranked second in the penultimate. In addition to the fragmented position of the industry, perhaps a large opening of mining industry, but also to the poor performance of rich anda hidden dangers. In the four-quarter, the company has a large number of investment in the mining industry, companies hold the market value of the industry from threeThe quarter's 1200 yuan rose to 17.914 million yuan, up 1,435,312,.94% from market capitalisation.　　Although the sector grew 11.37% in the third quarter, it fell 5.86% in the four quarter. The financial industry has been snubbed. Although the four-quarter fund company positions the financial market to occupy the second place in all industries, but the attitude of the fund companies compared with the manufacturing industry, but like the two-day ice fire. Last year's quarterly bulletin showed that 6 of the 70 fund companies with positions in finance were in the industry. Among them, the highest proportion of the national gold general, the proportion of 298.56%. Second, the dinghuachen future, the ratio is 11.86%. The minimum is Huatai Boberry, the ratio is 1.49%. The remaining 64 are below the market-standard allocation ratio. At the end of the four quarter of 2013, fund companies were pessimistic about the financial sector. Among the 69 fund companies included in the survey, only three fund companies were matched by financial stocks, and the three fund companies belonged to small fund companies, namely Dinghuachen future, National gold general and Zhejiang Merchants Fund. and three fund companies are more than the financial sector, because each of its index funds tracking the Shanghai and Shenzhen 300. In addition, the Zhejiang Merchants Fund also has a stock fund to actively exceed the financial shares. Of the other 66 fund companies, positions on the financial sector are lower than the stock market's 24.4% standard. At the end of the quarter, the most powerful company in the financial sector was Morgan Stanley Huaxin, which dropped 83.64% of its positions on the industry compared with the previous quarter. The total market value of the financial sector is only 0.24%, below standard 24.15%. The financial sector overall fell 1.17% in the year to 2013, compared with 36.93% in 2012, according to the data. Compared with the previous year, the financial sector declined by 38.1%. Fund companies seem to have forecast this trend early, and have made early adjustments in asset allocation.