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永赢基金一季度大丰收!单赛道押注捧红新星、“固收+”转型激活老将
Sou Hu Cai Jing·2025-04-23 05:39

Core Insights - The transformation of Gao Nan signifies a breakthrough in his career and indicates that "fixed income +" will evolve from a "quasi-financial" tool to a more adaptable mainstream asset class in the market, entering a new phase driven by professional capabilities and differentiated strategies [1][21]. Group 1: Industry Trends - The competitive landscape of the public fund industry is changing, with several funds, including Yongying Fund, experiencing significant growth in active equity fund management scale, with Yongying Fund leading with an increase of 16.433 billion yuan [1][2]. - As of the end of Q1 2025, Yongying Fund's public fund management scale reached 502.651 billion yuan, ranking 23rd in the industry, with mixed funds showing a remarkable increase of 86.54% compared to the end of Q4 2024 [2]. Group 2: Yongying Fund's Performance - Yongying Fund's strategic foresight in product layout has been evident, particularly with the launch of the Yongying Smart Selection series, which focuses on core areas of new productivity, gaining significant market attention [2][3]. - The Yongying Smart Selection series saw substantial growth in Q1 2025, with the Yongying Advanced Manufacturing Smart Selection A fund increasing by 97.56 billion yuan in scale [2][3]. Group 3: Gao Nan's Role and Strategy - Gao Nan, the Chief Investment Officer of Yongying Fund, has adopted a balanced investment style focused on absolute returns, successfully managing both equity and bond funds, with his managed products returning to a scale exceeding 10 billion yuan [5][19]. - Gao Nan's investment strategy emphasizes the ability to continuously generate alpha returns across both equity and bond markets, which may become a core competitive advantage for "fixed income +" funds in the future [21].