11 fixed debt base rate of return over 10%, this year opened debt into capital darling-bree daniels

11 fixed debt base rate of return over 10%, this year set the debt into capital darling Sina fund exposure platform: letter Phi lag false propaganda, performance is lower than the same kind of products for a long time, buy fund by pit how to do? Click on [I want to complain], Sina help you expose them! The rate of return of up to 78 this year, more than 6% scheduled to open debt is low risk investment explosion of recent financial market, scheduled to open debt is extremely popular. At the end of November 2015, the market a total of 52 scheduled to open debt; and in September of this year, the number has reached 218, growth of more than 300%. From the income point of view, nearly 1 years of return on more than 6% of the fixed debt as many as 78, more than 10% also have 11, far more than nearly a year’s debt base average income level of 5.18%. Each reporter Li Lei "Jiangshan generation of explosion models, the leading position for a while," said no grade funds, guaranteed funds, today, to say is the latest red to regular open bond fund empurples, also known as "debt" of a new generation of network traffic. How much fire is it? According to the best financial cattle fund.eastmoney.com statistics show that as of the end of November 2015, a total of 52 regular open bond funds on the market; and in September of this year, this figure has reached 218, an increase of more than 300%. In addition, there are 15 fixed debt on sale. According to the Commission’s official website announced the progress of the fund application approval progress, as of September 2nd, since June this year to get the "quasi certificate" of the opening debt reached 47, waiting for the approval of the 43 also. For a single fund, these values are staggering. Since it is a "regular open" debt base, as the name implies and ordinary debt base biggest difference is that regular opening, usually unable to buy and sell, which also means that its liquidity will be greatly restricted. So, what is the benefit of sacrificing a certain liquidity? What are their strengths and weaknesses? How should investors choose when they make assets allocation? The bond market has become a bull, and the debt has become a capital darling. In recent years, there has been a small upsurge in the domestic bond market. Since the rapid growth of cattle in August, in mid June, the yield of 10 year treasury bonds fell below 2.7%, the lowest drop to 2.675%, a record low since January 9, 2009. And this has triggered a surge in demand for bond allocation, and fixed debt has become one of the best. Hushang a private equity fund told financial only cattle, the bond market’s recent comeback, mainly on several factors, first of all from the environment point of view, the "exit" lead to risk aversion, and the domestic economy was L type, the level of inflation is moderate; second, "asset allocation shortage" continues to upgrade configuration, pressure; third, the first half of the credit debt frequent events, so the whole market has started to adjust and standardize." Rich fund chief strategist Ma Quansheng said, scheduled to open debt this year to become the main market products, first of all because this year the whole market risk aversion; secondly, the market environment changes, "to the categories of assets, the market fell in June last year, this year after melting of the low risk theory.

11只定开债基回报率超10% 今年定开债成资本宠儿 新浪基金曝光台:信披滞后虚假宣传,业绩长期低于同类产品,买基金被坑怎么办?点击【我要投诉】,新浪帮你曝光他们!   回报率6%以上多达78只 今年定开债才是低风险投资爆款   近期的理财市场,定开债可谓是红得发紫。截至2015年11月底,市面上共有52只定开债;而到今年9月,这个数字已经达到218只,增长超过300%。从收益上看,近1年回报率在6%以上的定开债多达78只,超过10%的也有11只,远超近一年债基5.18%的平均收益水平。   每经记者 李蕾   “江山代有爆款出,各领风骚一阵子”,不再说分级基金、保本基金,今天,要说的是最近红到发紫的定期开放式债券型基金,也就是被称为“定开债”的新一代网红。   定开债到底有多火?理财不二牛据天天基金网统计发现,截至2015年11月底,市面上共有52只定期开放式债券型基金;而到今年9月,这一数值已经达到218只,增幅超过300%。除此之外,还有15只定开债在售。   据证监会官网公布的基金募集申请核准进度,截至9月2日,今年6月以来拿到“准生证”的定开债达到47只,排队等待批复的亦有43只。对于单个基金品种来说,这些数值已经很惊人了。   既然是“定期开放式”债基,顾名思义和普通债基最大区别即定期开放、平时无法买卖,这也意味着其流动性会受很大限制。那么,牺牲了一定流动性,换来的收益究竟有多大?它们有哪些优势和劣势?投资者在做资产配置时应怎样选择?   ●债市走牛,定开债成资本宠儿   近段时间以来,国内债市出现了一轮小高潮。自6月快速走牛之后,8月中旬,10年期国债的收益率跌破2.7%,最低一度跌至2.675%,创下自2009年1月9日以来新低。而这也就引发了债券配置需求飙升,定开债就成了其中的佼佼者。   沪上某私募基金人士告诉理财不二牛,债市近期卷土重来,主要是几方面因素共同作用,“首先从大环境来看,英国‘脱欧’导致避险情绪升温,且目前国内经济呈L型,通胀水平也较温和;其次,‘资产配置荒’还在继续升级,配置压力大;第三,上半年信用债事件频发,整个市场因此展开了调整和规范。”   富国基金首席策略分析师马全胜也表示,定开债成为今年市场主力产品,首先因为今年来整个市场避险情绪强烈;其次,市场环境在变化,“以大类资产来看,整个市场在去年6月大跌、今年熔断后,对低风险理财需求旺盛。定开债分为一年、半年和9个月定期开放,其实是在一定程度上弥合银行短期理财的期限,从这个角度来看是适合市场的”;第三,跟普通开放式债基不一样,定开债的流动性管理、杠杆收益都较出色。   具体来说,和普通债基相比,定开债是封闭运作,其封闭管理可降低频繁申赎带来的流动性冲击,有利于提高基金投资组合久期的稳定性,也可有效提升投资组合的杠杆和久期。其次,其封闭期的创新模式能促使基金经理更注重长期业绩稳定,不必为短期业绩排名而采取一些带有投机性质的操作,“在这种背景下,基金经理更容易做出收益来”。   ●乘市场东风,收益率远超普通债基   那么定开债的业绩到底怎么样?理财不二牛查阅公开数据后发现,从历史表现看,自2013年定开债呈爆发式成长以来,其表现始终优于开放债。截至今年7月15日,过去四年的定开债平均收益率高达30%。   Wind数据显示,今年以来,市场上1192只开放式债基的平均收益率为1.8%;在218只定开债中,今年来回报率超过前述平均水平的有167只,占比76.61%。   据Wind数据及银河基金分类显示,截至8月14日,定开债最近一年的平均收益达6.23%。其中,排名第一的汇添富季季红(164702),今年以来回报率高达7.18%。其次,收益率在5%以上的定开债还有27只。而从年初至今,股票型基金和混合型基金的收益率则分别为-10.5%和-5.74%,也难怪济安金信副总经理、基金评价中心主任王群航,开玩笑称定开债的走红是“矮子里拔将军”。   除了今年以来的收益,定开债的近1年、近3年业绩表现也较突出。例如,近1年回报率在6%以上的多达78只,超过10%的也有11只,远超近一年债基5.18%的平均收益水平。此外,不论是在债基整体收益偏高或偏低的年份,定开债的收益率都要高出行业水平一大截。   值得一提的是,8月1日起,基金投资杠杆新规将正式实施,规定的封闭式基金杠杆最高为2倍,高于开放式基金的1.4倍上限。显然,这也有助于定开债加大杠杆空间、获得更多额外息差收益,也因此成为许多机构继续看好这类产品的重要原因。   ●超八成是纯债,专家称可代替定期存款   既然定开债能“以时间换空间”、“以流动性换收益”,那是不是就适合所有投资者呢?它就完全没有风险了?答案当然是否定的。   纵观市面上的定开债,不仅可以按封闭周期划分为18个月、一年和半年期不等的基金,其投资范围也不尽相同。有的产品只投纯债,波动性相对较小;有的则能投可转债,甚至有部分股票仓位,波动性会稍大一些。不过据理财不二牛不完全统计,在目前的200多只定开债中,80%以上为纯债基金。   上述基金人士也表示,市场上的定开债大多不参与或少量参与股票市场交易,对可转债也保持谨慎投资,“这些产品设计的本身就是在流动性、收益和风险之间寻求最佳平衡点,其实大部分还是追求低风险和稳定收益”。   针对此前集中爆发的信用债问题,王群航指出,目前公募债券基金已经开始调整债券配置策略,降低对低评级信用债券的持仓,更多选择高等级信用债、利率债。为了规避信用债风险,利率债与中短久期、中高等级信用债也成了不少定开债基金经理的选择。也正因如此,不少专业人士建议将定开债作为固收产品来配置。王群航就建议投资者把定开债“作为同期限银行定期存款的替代”。   马全胜也表示,富国基金统计发现,定开债近一年收益的中位数是6%以上,这个收益率跑赢了一年期的银行理财,“所以从这个角度来讲的话,它的收益率和风险相对较适中,符合当前市场主流的需求”。   “如果对流动性需求不高,又希望获得高于普通债基的收益,可以选一只定开债做长期配置和投资。”上述基金人士也总结道。 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章: