Core Insights - The report highlights the performance rankings of fixed income funds managed by various companies over different time frames, showcasing the competitive landscape in the fixed income sector [1]. Group 1: 10-Year Performance - E Fund and Tianhong Fund lead the 10-year performance rankings with returns of 83.97% and 81.73% respectively, both exceeding 80% [2]. - Other notable performers include Zhongjia Fund and Everbright Prudential Fund with returns of 77.03% and 76.53% [2]. - The average return for 17 large fixed income fund companies over the past 10 years is 60.71%, indicating a significant advantage for larger firms [2]. Group 2: 5-Year Performance - Huashang Fund tops the 5-year performance list with a net value growth rate of 46.18%, followed by Hongtu Innovation Fund at 32.02% and Dongxing Fund at 30.62% [3]. - The average return for 18 large fund companies in the last 5 years is 20.29%, showing a slight edge over medium and small-sized firms [3]. Group 3: 3-Year Performance - Guojin Fund leads the 3-year performance with a return of 15.47%, followed by Huatai Baohsing Fund at 14.19% and Dongxing Fund at 13.4% [4]. - The average return for 18 large fund companies in the last 3 years is 9.44%, with notable performances from firms like Industrial Bank and China Merchants [5]. Group 4: 2024 Performance Outlook - In 2024, Huatai Baohsing Fund achieved the highest return in the fixed income sector at 9.28%, followed by Guohai Franklin at 7.85% [6]. - A total of 174 out of 177 fund managers reported positive returns in 2024, indicating a generally favorable market environment for fixed income funds [6]. Group 5: Company Size and Performance - Large fund companies such as E Fund, Invesco Great Wall, and Huaxia are noted for their strong performance in the fixed income space [7].
重要榜单,公布!
Zhong Guo Ji Jin Bao·2025-04-05 12:32