信达澳亚基金公募管理规模持续增高 优化业务结构推动高质量发展

Core Viewpoint - The report highlights the strong performance and growth potential of Xinda Australia Fund, with record public management scale and impressive returns on equity products, positioning the company favorably in the market [1][2]. Group 1: Financial Performance - As of December 31, 2024, Xinda Australia Fund achieved a total asset of 830.75 million, marking a historical high in public management scale [1]. - The fund reported an operating income of 644.09 million and a net profit of 100.67 million for the year 2024 [2]. - The fund's equity products have shown a remarkable return of 119.76% over the past seven years, ranking first among public institutions [1]. Group 2: Product Performance - Notable products such as Xinda Performance Driven A, Xinda Advantage Industry A, and Xinda Prosperity Preferred A achieved net value growth rates of 28.34%, 26.30%, and 24.33% respectively in 2024, significantly outperforming their benchmarks [1]. - The company is focusing on expanding its "fixed income" and "fixed income plus" product lines to create a new growth pillar alongside its equity business [2]. Group 3: Strategic Initiatives - Xinda Australia Fund is actively responding to regulatory calls to benefit investors by reducing management and custody fees, enhancing the investment experience despite short-term profit pressures [1]. - The company is investing in research and development capabilities, product innovation, and system upgrades to optimize its business structure for future growth [2].