The top ten famous fund companies in the world:
BlackRock Fund Company (BlackRock)
BlackRock Fund Company is also called Black Rock Group, which is not what everyone hears. Blackstone is an investment company that focuses on private equity.
Blackrock can be said to be the largest fund company in the world, focusing on mutual funds.
BlackRock was established in 1988, headquartered in the United States, with global distribution, and is currently a listed company.
BlackRock has grown rapidly through mergers and acquisitions. Two key steps include merging with Merrill Lynch's investment management unit and, most recently, acquiring Barclays International Investment Management to become the world's largest fund. company.
BlackRock currently has more than 300 mutual funds, many of which are world-renowned and highly rated funds, with total assets under management of up to US$3 trillion. Currently, they are owned by the Federal Reserve. Investment advisor.
When it merged with Merrill Lynch, it brought 154 global mutual funds to BlackRock. Later, after acquiring Barclays International Investment Management, it acquired the famous iShares ( iShare) brand. People who are familiar with Hong Kong stocks must know this brand. It is an investment brand that mainly tracks indexes and accounts for more than 50% of the US index fund market.
In China, it can be said that the BlackRock brand is also the most influential, and it has introduced many famous funds in the country.
Including BlackRock’s unique global core flagship product, the world’s best global allocation fund - BlackRock Global Asset Allocation (GA). The fund is rated 5-star by Morningstar for ten years and S&P AAA, LIBOR’s highest rating.
In addition, BlackRock Fund Company’s natural resources investment series (World Gold Fund, World Mining Fund, World Energy Fund, World New Energy Fund) have also received widespread attention in China. The above four are all global The largest single industry stock fund.
It also includes many well-known regional funds, such as Latin American funds, emerging market funds, Indian funds, emerging Europe, etc.
Fidelity Investment Group
Speaking of Fidelity Fund, many people may not know it, but when it comes to Peter Lynch, I believe everyone knows it.
Fidelity Fund is a fund company founded in 1946. It is not listed on the market. It was once the largest fund company in the world until the rapid acquisition of BlackRock was completed.
Fidelity is currently divided into two main investment groups, which mainly invest in Europe and the United States.
Fidelity’s most famous fund is the Fidelity Magellan Fund. During the 13 years Peter Lynch has been in charge of it, the average annual return rate was 29%, while the average increase of the S&P 500 Index during the same period was only 14%. %.
Recently, the media published a report summarizing that Buffett’s compound investment return during his 45 years of investment was 20%.
Data provided by investment research company Morningstar Inc shows that one of the two best-performing funds during Buffett’s tenure as chairman of Berkshire Hathaway, Fidelity Magellan
The Fund's average annual return is 16.3%, and the Templeton Growth Fund's annual return is 13.4%.
It can be seen that although the subsequent fund managers were not as good as Peter Lynch, they still maintained a high level.
It is worth mentioning that when Fidelity Fund establishes a new fund, it often has free funds to establish a pilot fund and conduct actual investment for 1-2 years before raising funds from the outside.
Fidelity Fund highly pursues bottom-up investment strategies and is an expert in this field.
Fidelity Fund Investment has many very experienced and excellent fund managers. Although overall, there are not many domestic funds introduced at present, they all represent the relatively high level of Fidelity Fund.
For example, Fidelity Asia Pacific Dividend Growth Fund almost ranked first during the 2008 crash.
Fidelity Europe, Africa and Middle East Fund has been leading the market index since its establishment. It is the first echelon of investment in the world's emerging markets and ranks among the top ten in the world.
Fidelity Latin America Fund also achieved outstanding results during last year’s Latin American craze.
Schrodersgroup
This is a very old fund company, founded in 1804.
It once became the world's largest listed fund company for a long time.
In Hong Kong, the fund company is called Baoyuan Fund. In China, it cooperated with Bank of Communications (601328, Stock Bar) to establish the Bank of Communications Schroeder Fund.
Schroders Fund Company has many varieties and can be said to be the second major brand in China, involving investments in bonds, stocks, commodity futures and many other aspects.
Some domestic and foreign banks mainly focus on Schroders products.
Schroders’ current domestic features are bond investments and alternative investments.
For example, Schroders Global Corporate Bond is a very excellent corporate bond fund, while Emerging Market Bonds is a bond fund that uses hedge fund techniques to pursue absolute returns and enjoys international reputation. Reputation.
As for alternative investments, Schroder offers many investments in commodity stocks and commodity futures. For example, the famous Schroder Commodity Fund invests funds directly in the futures market and hedges through swaps and other means. By reducing risks, we achieved relatively good returns and resilience from 2007 to 2010.
Schroder Metal Fund invests in precious metals such as gold and industrial metals at the same time, using futures and ETF investments to reflect the rise and fall of commodity futures prices to the greatest extent.
In addition, Schroders’ global real estate stock investments are also very famous.
Franklin Templeton Investments
Founded in 1947 by Mr. Rupert Johnson in New York, the company is legendary and was once the world's largest investment bank. A listed fund company, it is currently one of the largest fund investors in Asia.
Franklin Templeton Fund Company named the company after Mr. Benjamin Franklin, one of the founding fathers of the United States and the earliest advocate of sound financial management. It follows Mr. Franklin's famous saying - "Financial planning, sound financial management." First”.
The company has a very strong research power, and like Fidelity Fund, which values ??research, researchers are located all over the world.
In China, Guohai Franklin Fund Company was established in cooperation with Guohai Securities (000750, Stock Bar).
Franklin Templeton Fund Company is best known for its bond investments, including Templeton Global Bonds, Templeton Global Total Income, and Templeton Emerging Markets Bonds, a three-in-one core bond portfolio. , whose performance is proud of the world, is a fund company that can compete with PIMCO in bonds.
For example, the Templeton Global Total Return Total Bond Fund has achieved a positive return of more than 6% in the past three months. Last year, the return was as high as 33%, and it only fell 2.7% in 2008.
But don’t think that this fund company is only good at bonds. It still has very strong strength in stocks.
In Buffett’s investment comparison mentioned earlier, Templeton Global Growth Fund ranked third, second only to Fidelity Magellan Fund.
The company also has Dr. Mark Mobius, known as the godfather of emerging markets, as the manager of emerging market investments. He is the world's first As a fund manager who invested money in emerging markets, which at that time were still known as underdeveloped markets.
In 1996, he was ranked among the "Top Ten Fund Managers in the World" by "***" alongside Buffett, Peter Lynch, etc. It can be said that he is the preferred investment manager for investing in emerging markets.
Currently, he is responsible for more than 38 billion U.S. dollars of emerging market funds. The country has also introduced Templeton Asia Growth, Templeton Latin America and other funds he is personally responsible for. It can be said that it is the best choice for domestic investors. A great blessing.
Barings
Barings is one of the global investment giants. Founded in 1762, it has a long history and is a major investment management company in British history.
This company currently does not introduce many products into the country, but the most famous one is the Barings China Hong Kong Fund. This is a famous fund established 27 years ago, focusing on Hong Kong. It has always been Hong Kong. The top performing fund, so much so that the fund became a favorite among Hong Kong locals.
At present, this fund is also introduced in China.
AllianceBernstein
AllianceBernstein Asset Management is the largest publicly listed asset management company in the United States, headquartered in New York.
Dalian's huge investment capabilities include growth stocks, value stocks and fixed income investments. In addition to serving retail clients around the world, it also meets the needs of enterprises, financial institutions, and central banks around the world. In order to meet the needs of banks and other professional asset management companies, forty-three of the fifty states in the United States have entrusted Dalian Asset Management Company to manage their assets.
Dalian Asset Management Company has international and complete stock and bond management experience. The performance of its funds leads the industry and has been recognized by many international awards. In 2002 and 2001, it was also awarded the Standard & Poor's and the "Best Fund Team Award" jointly awarded by China's Wisdom Magazine.
TheFirst
The First Fund is a CFS subsidiary of the Commonwealth Bank of Australia
GAM management company, mainly in Hong Kong.
First State Fund has two very famous funds, namely First State Asia Growth Fund and First State China Growth Fund, which represent the world's first-class investment capabilities in Asia and China concepts.
Both funds have won the highest ratings and gold awards from Morningstar and Lipper in the same category many times. It can be said that like Barings Hong Kong, they are well-known funds in Hong Kong.
Both of these two were introduced into China.
Pictet
Swiss private bank started in 1805; operates as a private unlimited liability company; Fitch International Credit Rating Company gives AA- long-term credit rating; Focusing on wealth management, private banking, asset management, fund sales and global custody services; total assets under management exceed US$323 billion.
Pictet Fund Company is a subsidiary of Pictet Group and a Swiss investment institution.
At present, there are not many domestic fund companies introducing this fund, mainly including some special industry funds, such as Baida Pharmaceutical, Baida Biotechnology, Baida Security, etc.
Henderson
The main business focuses on investment management and customized investment organizer products for corporate or individual investors, including a variety of asset types, providing Investment products and services are provided to legal persons or individual investors in Asia, Europe and North America. Henderson's investment managers invest in major markets around the world. The investment management group is composed of the world's top research analysts and economists, focusing on risk management. To ensure that the risk and return structure of the investment portfolio meets the requirements of investors, it was acquired by AMP in March 1998 and merged into AMP's asset management business group in the UK and Australia. It was renamed Henderson
GlobalInvestors, 2003 In December, AMP's asset management business groups in the UK and Australia were separated from the company's general management, and Henderson became a member of HHG
PLC (a newly established British holding company listed on both the London and Sydney Stock Exchanges) part