吕佳玮2025年一季度表现,华夏低碳经济一年持有混合A基金季度涨幅8.97%
Zheng Quan Zhi Xing·2025-04-22 09:35

Core Insights - Fund manager Lv Jiawei oversees a total of 7 funds, with the best-performing fund in Q1 2025 being the Huaxia Low Carbon Economy One-Year Holding Mixed A, which achieved a net value increase of 8.97% [1] Fund Performance Summary - The Huaxia Growth Opportunity - One-Year Holding Mixed fund has a scale of 5.99 billion, with an annualized return of -16.85% and a Q1 2025 increase of 5.27% [2] - The Huaxia Core Growth Mixed A fund has a scale of 3.06 billion, with an annualized return of -13.36% and a Q1 2025 increase of 5.12% [2] - The Huaxia Energy Conservation and Environmental Protection Stock A fund has a scale of 2.59 billion, with an annualized return of 6.08% and a Q1 2025 increase of 7.23% [2] - The Huaxia Low Carbon Economy One-Year Holding Mixed A fund has a scale of 1.28 billion, with an annualized return of -15.67% and a Q1 2025 increase of 8.97% [2] - The Huaxia Low Carbon Economy - One-Year Holding Mixed C fund has a scale of 0.46 billion, with an annualized return of -16.26% and a Q1 2025 increase of 8.77% [2] - The Huaxia Core Growth Mixed C fund has a scale of 0.39 billion, with an annualized return of -13.96% and a Q1 2025 increase of 4.94% [2] - The Huaxia Energy Conservation and Environmental Protection Stock C fund has a scale of 0.09 billion, with an annualized return of -11.28% and a Q1 2025 increase of 7.07% [2] Investment Strategy and Performance - During Lv Jiawei's tenure as the fund manager of the Huaxia Energy Conservation and Environmental Protection Stock A fund, the cumulative return was 57.56%, with an average annualized return of 6.08% [4] - The fund had 97 instances of stock adjustments, with a success rate of 57.73% and 5 instances of doubling returns, achieving a multiple of 5.15 [4] Notable Stock Adjustments - The fund's notable stock adjustments include: - Ningde Times: Bought in Q3 2019 and sold in Q1 2023, yielding an estimated return of 471.42% with a net profit growth of 867.51% during the holding period [6] - Bafang Shares: Bought in Q2 2020 and sold in Q4 2020, yielding an estimated return of 92% with a net profit growth of 24.22% during the holding period [7] - Haiyou New Materials: Bought in Q4 2023 and sold in Q3 2024, yielding an estimated return of -57.86% with a revenue decline of 46.81% during the holding period [8]