Recently, the latest rating by the authoritative rating agency Jian Financial Fund Evaluation Center was released. As of the end of 2021, GF Fund has received five-star ratings in five major areas, including equity, hybrid, secondary debt, money market and QDII, spanning multiple risk-return echelons such as active equity, fixed income+ and money market, as well as different domestic and foreign markets, demonstrating a more comprehensive investment management strength.
With the end of the transition period of new regulations on asset management, the competition in the asset management industry has become more intense. By the end of 2021, the number of public funds alone has exceeded 9,000. In recent years, with increasingly diversified and refined investor demand, fund companies need to compete in all aspects of investment research internal skills, and constantly strengthen the competitiveness of each subdivision category.
Throughout the Jian Financial fund company rating list, the investment management capabilities of major fund companies are visible. Jian Financial Fund Evaluation Center is a rare authoritative rating agency in the industry that finely evaluates fund companies' management capabilities of different types of funds. The evaluation of fund management companies by Jian adopts the rating principle of horizontal comparison basis on classification. Different aspects of risk-return characteristics are compared horizontally to generate standard scores, and then the scores of different aspects of risk-return characteristics are rated comprehensively. Different evaluations are selected for different types of funds to form a comprehensive index system. In addition, each type of fund will examine the appropriateness of the size of the fund company's products under management in that type.
The performance data of this latest rating by Jian Financial Fund Evaluation Center as of the end of 2021 shows that GF Fund has received five-star ratings in several sub-categories such as equity, hybrid, secondary debt, money market and QDII, which means it has leading advantages in different areas such as active equity, fixed income+, overseas and money market.
Taking active equity as an example, GF Fund’s impression to the outside world in this field is usually strong management ability and diversified investment style, and this rating list also confirms the impression, as the company is the only fund company in the industry to receive five-star ratings for both equity and hybrid.
Data from the Financial Products Research Center of Haitong Securities Research Institute shows that, as of the end of 2021, GF Fund's return on equity funds reached 176.22% in the past three years, ranking 2nd (2/11) among large equity fund companies; fixed income funds' return reached 52.92% in the past seven years, also ranking 2nd (2/14) among large fixed income fund companies.
GF Fund said that as one of the fund companies with the richest product supply in the industry, the company hopes to provide investors with quality investment tools in various market environments. In the future, the company will continue to improve its investment research system guided by philosophy and culture, supported by in-depth research and comprehensive risk control, follow the strategy of "comprehensive and balanced, highlighting the main lines", strive to meet the investment needs of investors with different risk preferences and return objectives in a market with increasing structural differentiation, and strive to improve the investment experience to achieve long-term, stable and sustainable investment for customers. We strive to improve the investment experience and achieve long-term, stable and sustainable investment returns for our clients.