Metal nonmetal allocation proportion litres of four into financial insurance and real estate to regain the favor
According to the Wind of published a quarterly information of 535 fund statistics,mbt uk sale quarter metal nonmetal, mechanical equipment instrument, finance, insurance, real estate etc in fund of the cycle of industry in the configuration of than ascension of industry, food and beverage, medicine, biological products, wholesale and retail etc nonperiodic class industries accounted for more than falling, suggesting that fund favored cycle shares. In position, according to information from the Wind only common stock fund 188 statistics, has the 65 fund positions 90 percent higher, 124 fund positions over 85%, display for the market outlook overall fund more optimistic.
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The data show that quarter holding metal nonmetal industry value fund of fund net value, a proportion of 7.1 per cent rise by the end of 2010 2.16 percentage points. Mechanical equipment instrument industry market capitalisation accounted for fund net value, a proportion of the end of last year for 12.93% rise 1.78 percentage points. Last year by MBT Ema, fund snubbed for financial insurance and real estate industry, quarter, accounted for by fund to favor the proportion of fund net value rose 0.9 respectively with 0.48 percentage points.
By 2010 the vaunted by market first such stocks nonperiodic late last year, YinYuTian ", welcome "by fund abandoned. This trend continuing this quarter. Data shows, quarter than the biggest decline of fund allocation of pharmaceutical and biological products industry, is the decline of 1.13 percentage points. The information technology industry, wholesale and retail trade, food and MBT Habari,beverage, textile and clothing fur and other emerging industry and consumer stocks in the configuration of the industry in funds than have varying degrees of the decline.
However, from the outlook for the market outlook fund economy for the future to see, the fund manager stock operation situation still exist obvious differences. Partial funds say second quarter cycle strands, the stock market prices will continue to have become the value investment depressions and monetary bubble, "final" havens a-share market is expected future growth prospects.MBT Panda, But there are also funds think that low valuations repair market space is relatively limited, in the second quarter index rises, if the market is accelerated, you are required to reduce attack on position to guard against risks. Operating strategy for market outlook, the fund manager roughly divided into key configuration blue chip and key configuration growth stock two pie. And parts of the fund manager says, are more likely YuJunHeng configuration.
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