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公募加速布局MSCI 42只主题基金年内平均回报超22%

2019-03-18     牛牛财经   来源:证券日报 吕江涛
文章摘要:在一系列利好带动下,42只MSCI主题基金今年以来表现突出,全部获得正回报■本报记者 吕江涛随着本月初MSCI宣布将A股的纳入因子从5%增加至20%,国内公募机构布局MSCI主题基金的节奏也在加快。据《证券日报》记者统计,截至上周末,已成立42只MSCI主题基金(A/….

    在zaiyixilielihaodaidongxia,42只zhiMSCI主zhutijijinjinnianyilaibiaoxiantuchu,全quanbuhuodezhenghuibao

    ■本benbaojizhelvjiangtao

    随suizhuobenyuechuMSCI宣xuanbujiangA股denaruyinzicong5%增zengjiazhi20%,国guoneigongmujigoubujuMSCI主zhutijijindejiezouyezaijiakuai

    据ju《证zhengquanribao》记jizhetongji,截jiezhishangzhoumo,已yichengli42只zhiMSCI主zhutijijin(A/B/C类leifenkaitongji,下xiatong)。

    对duici,有youyeneirenshirenwei,A股gunaruyinzitishenghou,外waiziliurujiangjinyibutisu,市shichangpubianrenweijiangdailaiyue5000亿yiyuandezengliangzijin。目muqian,国guoneijigouzhengjiakuai“布buju”MSCI相xiangguanzhutijijin,预yujiweilaihuanhuiyouyuMSCI主zhutixiangguandejijinfabu

    MSCI主zhutijijinjiasukuorong

    资ziliaoxianshi,A股gushichangzhong,最zuizaodeMSCI主zhutijijinkeyizhuisudaohuaanMSCI中zhongguoA股guzhishuzengqiangxingjijin,该gaijijinyou2002年nian11月yue8日richenglidehuaanshangzheng180增zengqiang指数基金zhuanxingerlai;此cihou,华huaxiajijinyu2015年nian2月yuefenchengliMSCI中zhongguoA股guguojitongETF及jilianjiejijin

    不buguo,MSCI主zhutijijindaguimodefaxingrechaoshiyu2018年nian,在zai2017年nian6月yuefenMSCI正zhengshixuanbujiangA股gunaruMSCI新xinxingshichangzhishuyihou,国guoneigongmujijingongsikaifacileichanpindereqingbeijihuo,开kaishiliaojiasubuju

    3月yue1日ri,明mingshenggongsizhengshixuanbuA股guzaiMSCI全quanqiujizhunzhishuzhongdenaruyinziyou5%提tishengzhi20%,并bingyu2019年nian5月yuefen、8月yuefenhe11月yuefenfensanbushishi,调diaozhengwanchenghou,预yujichengfenA股guzaiMSCI新xinxingshichangzhishuzhongdequanzhongyuewei3.3%。此cici,A股gu“入rumo”权quanzhongzaizengjia,也ye使shideshichangduiMSCI主zhutijijindeguanzhududafutisheng

    据ju《证zhengquanribao》记jizhetongji,截jiezhishangzhoumo,已yichenglideMSCI主zhutijijinshuliangyida42只zhi(份fenehebingjisuan)。在zaixinjijinfaxingshichangshang,目muqianyeyouyifangdaMSCI中zhongguoA股guguojitongETF发faqishilianjiejijin、银yinhuaMSCI中zhongguoA股guETF指zhishujijindengchanpinzaishou

    而ercongxinjijinmujishenqingcengmianshangkan,目muqianhuanyouyinhuajijinshenbaodeMSCI中zhongguoA股gujiaoyixingkaifangshizhishulianjiejijin、新xinhuajijinshenbaodeMSCI中zhongguoA股guguojijiaoyixingkaifangshizhishujijinlianjiejijin、建jianxinjijinshenbaodeMSCI中zhongguoA股guguojizhishuzengqiangxingjijindeng13只zhizhutijijinpaiduidaipi

    值zhidezhuyideshi,虽suirancongchanpinmingchengshangkan,MSCI主zhutijijindabufenduguazhuo“MSCI中zhongguoA股gu”的detouxian,但danshijishanggejiajijingongsiqixiadeMSCI主zhutijijinbeihougenzongdezhishubiaodequebujinxiangtong。目muqianyichenglideMSCI主zhutijijinduoshuzhuyaogenzongMSCI中zhongguoA股guguojitongzhishu、MSCI中zhongguoA股guzhishuheMSCI中zhongguoA股guguojizhishu

    不buguo,随suizhuodapitongzhihuaMSCI主zhutijijindeshenbao,不bushaojigouyekaishiwajueMSCI中zhongguoA股guxiliezhishudekongbaididai。MSCI中zhongguoA股guxiaofeizhishu、MSCI中zhongguoA股guguojihonglidibodongzhishu、MSCI港股tongdibodongzhishuyijixiangyingdezhishuzengqiangdengzhutichanpin,皆jieyougongmujijinkaifabuju

    MSCI主zhutijijinnianneibiaoxianliangyan

    在zaiyixilielihaodaidongxia,MSCI主zhutijijinjinnianyilaibiaoxiantuchu。据ju《证zhengquanribao》记jizhetongji,目muqianshichangshanggongyou42只zhimingzizhongdai“MSCI”字ziyangdeMSCI主zhutijijin,截jiezhishangzhouwu,这zhe42只zhiMSCI主zhutijijinjinnianyilaiquanbuhuodezhenghuibao,平pingjunhuibaolvyuewei22%。

    其qizhong,MSCI新xinhua(512920.OF)截jiezhishangzhoumodedanweijingzhiwei1.18元yuan,今jinnianyilaideleijizhangfuwei26.3383%,在zai42只zhiMSCI主zhutijijinzhongpaimingdiyi;而erMSCI低dibo(512390.OF)截jiezhishangzhoumodedanweijingzhiwei0.973元yuan,今jinnianyilaideleijizhangfuwei17.5121%,在zai42只zhiMSCI主zhutijijinzhongpaimingdaoshudiyi

    对duiyuMSCI主zhutijijindehoushibiaoxian,市shichangpubianyuji,如ruguoMSCI将jiangA股gunaruyinziyou5%提tigaodao20%,预yujihuidailai680亿yi美元dejingliuru。而erruguofushizhishuyejiangzhongguoA股gunaru,预yujihuidailai100亿yimeiyuanzijindejingliuru,相xiangguanMSCI主zhutijijinjiangjixubiaoxianlianghao

    招zhaoshangzhengquandeyanbaozhichu,2019年nian2月yuefen,北beishangzijinjingliuru603.92亿yiyuan,继ji1月yuefenhouzaicifangliangliuru。2月yuefenzhubanzhanbiyousuoxiajiang,中zhongxiaochuangzhanbitisheng。规guimoshang,北beishangzijinrengranjizhongjiacangshipinyinliao(白baijiu)和hejiadian,但dancongjiegoushangkan,TMT、医yiyaoshengwudejingmairuezhanbifenbiejiaoqianyigeyuetisheng4%和he6%,消xiaofeihejinrongdemairuezhanbiyasuo。MSCI扩kuorongjihuazhengshiluodi,整zhengtijinchengtiqian,有youwangweiA股gudailaiyue4550亿yiyuanzengliangzijin

    招zhaoshangceluehuanzhichu,近jinqiMSCI发fabuliaotigaoA股gunaruyinzidezhengshijihua,预yujizai2019年nianneifensanbujiangA股gunaruyinzicongmuqiande5%提tigaozhi20%。第diyi,该gaijihuaquanniandailaizengliangwaiziyue4550亿yiyuan;第dier,中zhongpanguhe创业板youwangshouyiyuMSCI扩kuorong;第disan,外waizichangqipianhaoA股gudeshipinyinliao、家jiadian、金jinrongdengxingye,但dannixinzengdezhongpangujizhongzaiyiyaoshengwu、化huagong、电dianzi、计jisuanjidengxingye,对duiwaizidepeizhijiegoukenengchanshengduanqiyingxiang;第disi,这zheshiA股guguojihuadeyidabu,未weilaijiangjixutuidongA股gudejigouhua

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