October 14, two heavy positions in pharmaceutical stocks of the fund rose more than 10%, the pharmaceutical theme fund to carry the banner of the whole market leader.
Meanwhile, more than 20 active equity funds rose more than 9% of the net value of a single day, more than 100 funds rose more than 7%.
Two "drug base" rose more than 10%
October 14, the pharmaceutical plate collective outbreak.
Data show that the heavy positions in pharmaceutical stocks of Genkin Hutchison health care stocks A, Nordic New Wave two funds rose more than 10% in a single day net value, respectively, up to 10.52%, 10.06%.
Photo Source: Daily FundThe performance benchmark of Chongjin Hexin Healthcare Stocks A is "CSI Pharmaceutical and Healthcare Index Return*90%+RMB Demand Deposit Rate (after tax)*10%". At the end of the second quarter, the fund's top 10 positions were in pharmaceutical stocks, including Wantai Biologicals, Aibo Medical, Bai Ren Medical, Medici, Zhaoyan New Pharmaceuticals, Kelaiying, Zhifei Biologicals, Meirui Medical, Aier Ophthalmology and Keykai Technology.
At the end of the second quarter, Nordic Sunwing's top ten positions in stocks, pharmaceutical stocks occupy seven seats. The fund's second-quarter report showed that the fund's top 10 positions were WuXi Kande, Medisys, Aier Ophthalmology, Zhaoyan New Drugs, Jiuzhou Pharmaceuticals, OPPKV, Guizhou Moutai, Kelaiyin, Wuliangye and Luzhou Laojiao.
"The pharmaceutical sector rose on the 14th, and the sector that gained the most was the medical device sector, while the rest of the sectors rose in general." Nordic New Want fund manager Zhu Mingrui believes that the medical device sector rose, mainly by the domestic discount policy and foreign demand recovery logic drive superimposed on the IVD biochemical collection tends to moderate. From the perspective of the position structure, the proportion of industry-wide fund positions in medicine should have hit a new low in the last 10 years. From the valuation level, the overall valuation of pharmaceuticals and the valuation level at the end of 2018 is about the same, but the valuation of many individual stocks has hit a new low.
Public funds rose
In addition to the above two "stop" funds, Wind data show that on October 14, in the active equity funds, Damo Health Industry A, Bank of China Innovation Medical A and other 23 (A, C share is not combined) Fund single day net value rose more than 9%; 169 funds single day net value rose more than 7%, 294 funds single day net value rose more than 5%, more than 6,000 funds with positive returns. The top gainers were generally pharmaceutical-themed funds.
October 14 active equity fund performance TOP30
(A, C shares are not merged)