Core Insights - Minsheng Jia Yin Fund has reported that 11 of its actively managed equity funds have negative returns this year, with three funds managed by Cai Xiao performing particularly poorly [1][2] Fund Performance Summary - The Minsheng Jia Yin Pension Service Mixed Fund has a return of -40.98% over 3 years and 172 days [1] - The Minsheng Jia Yin Balanced Optimal Mixed A2 Fund has a return of -16.89% over 2 years and 17 days [1] - The Minsheng Jia Yin Preferred Stock Fund has a return of -9.54% over 2 years and 145 days [1] - Liu Xiaohan's Minsheng Jia Yin Quality Consumption Stock A has a return of -43.65% over nearly 4 years, compared to the average return of -17.51% for similar funds [1] - Rui Dingkun's Minsheng Jia Yin Brand Blue Chip Mixed A has a return of -37.08% over approximately 3.5 years [1] Cai Xiao's Fund Management Overview - Cai Xiao has managed three funds with negative returns, including the Minsheng Jia Yin Pension Service Mixed Fund, which has a return of -41.31% since taking over on December 1, 2021 [1][2] - The Minsheng Jia Yin Preferred Stock Fund has seen a decline of 20.06% since Cai Xiao took over on December 28, 2022 [1][2] - The Minsheng Jia Yin Balanced Optimal Mixed A/C has returns of -16.55% and -17.24% since management began on May 5, 2023 [1][2] Fund Details - The Minsheng Jia Yin Balanced Optimal Mixed A/C was established on May 5, 2023, and has seen a net value drop to approximately 0.83 yuan by the end of the year [2] - The top ten holdings of the Minsheng Jia Yin Balanced Optimal Mixed A/C include companies like Hisense Visual, Haier Smart Home, BYD, and CATL [2] Management Background - Cai Xiao has over 9 years of experience managing public funds and has held various roles in investment analysis and management since 2004 [3]
民生加银多只主动权益基金年内下跌 老将蔡晓回报不佳
Zhong Guo Jing Ji Wang·2025-05-23 08:02