50 Funds Worth Investing in 2022

  In 2021, A-shares will still be dominated by structural markets. Many funds have stood out during the year, and many fund investors have once again become big winners. The new year is here, and as usual, this magazine presents 50 funds worth investing in in 2022 for you to choose from.
  2021 can be said to be “exceeding expectations”. At the beginning of the year, no one thought that “core assets” would encounter Waterloo after the Spring Festival, and no one thought that new energy and cyclical stocks would rise so sharply. In short, the overall performance of the market exceeded expectations.
  For the whole year of 2021, the Shanghai Composite Index rose 4.8%, the CSI 300 Index fell 5.2%, and the CSI 500 Index rose 15.58%. The structural differentiation is quite prominent, and the performance of small and medium-sized stocks is very good.
  From an industry perspective, the A-share market is full of hot spots. As of December 31, 2021, according to the Shenwan Primary Industry Index, the largest increase was in power equipment, which rose 47.86% throughout the year. Followed by non-ferrous metals and coal, the increase was 40.47% and 39.6%. The industries with the largest decline in the whole year were household appliances, non-banking finance and real estate, down 19.54%, 17.55% and 11.89% respectively.
  The differentiation between funds has formed a gap. There are more than 7,000 funds with comparable performance in the whole market, and the difference between the best and the worst performing funds is 167%. As of December 31, 2021, 3 funds have doubled their annual growth rate in 2021, 83 funds have annual returns of more than 50%, 80% of the funds have achieved positive returns, and the median rate of return is 4.42%.
  After the fund’s three consecutive years of bumper harvest, can we expect anything from the fund in 2022? The old rules, the 50 most worthwhile funds to invest in 2022 are provided for your reference.
  In the year of fund differentiation
  , many dark horse funds will emerge in 2021. For example, Qianhai Kaiyuan Public Utilities and Qianhai Kaiyuan New Economy managed by Cui Chenlong both doubled, with yields of 119% and 109% respectively. Cui Chenlong also became the 2021 champion fund manager.
  The second is Baoying’s advantageous industries, with an annual rate of return of 100.51%, becoming one of the only three funds with doubled performance. Fund managers Xiao Xiao and Chen Jinwei have also attracted attention.
  There are also fund managers such as Han Chuang of Dacheng, Tang Xiaobin and Yang Dong of Guangfa, Zhong Shuai of Huaxia, and Yang Jinjin of Bank of Communications Schroders. The returns of the funds they manage will all exceed 80% in 2021.
  As of December 31, 2021, the average return for equity funds for the year was 7.73%, the average return for allocation funds was 8.68%, and the median return for all types of funds was 4.42%.
  The profit-making effect of the market in 2021 revolves around three main lines: first, cyclical stocks; second, new energy and technology-related stocks; and third, small and medium-cap stocks. As long as the fund lays out these aspects, the performance in 2021 will be remarkable. And funds that concentrate firepower on the “Mao Index” will be bleak in 2021.
  But it is worth noting that the list of 50 funds compiled this time can be said to be a big change compared to the previous year. Only 10 funds overlap with 2021, which is a relatively rare phenomenon in the past. Another phenomenon is that among the stocks held by a large number of funds at the end of the third quarter of 2021, their proportion in new energy has increased significantly compared to the past. It can be seen that the market’s expectations for new energy sources are quite high, so we should also be alert to the risk of overheating.
  Cutting-edge fund managers frequent
  now the market for cutting-edge fund managers are increasingly tap the fast. After sorting out the fund data of the past 5 years, we can see that many emerging fund managers have appeared in the list.
  On the whole, the excess returns of actively managed funds are very prominent, and at least the added value provided by fund managers in the past five years is still very high. The following three phenomena are worth noting in the data.
  First, allocation funds generally have a better ability to adapt to fluctuations than stock funds due to their more flexible stock positions. Allocation funds are more suitable for the general public, and they are more subdivided according to stock positions, which can be suitable for investors with different risk tolerances.
  The second is in index funds. Even if the performance of the wine and food and beverage index in 2021 is so bad, in the past 5 years of data, the index fund related to wine and food and beverage is still the index fund with the highest yield.
  Third, a large number of “post-80s” fund managers have become the backbone. In the past three years, more and more emerging fund managers have stood out, and “post-80s” have become the main force, and even “post-85” fund managers have begun to emerge.
  Finally, let me explain that this list has always used the time span of the past 5 years as the benchmark for performance comparison. On the one hand, this time span usually includes the bull and bear cycle, and the time span is not too long. Although some funds have very long-term performance Good, but in fact the rise has been weak in recent years; second, the data in the table is as of December 10, 2021 (avoiding disturbance factors at the end of the year), and the best funds in this category are selected according to fund classification, possibly because Data, dates and other factors will miss some good funds, please understand.