秉承长期主义 揭秘长盛基金五星产品的绩优“密码”

Group 1: Industry Overview - As of April 2025, the scale of public funds reached 33.12 trillion yuan, marking a historic high and reflecting the influence of public funds in the capital market [1] - The newly released "Action Plan for Promoting High-Quality Development of Public Funds" emphasizes a shift from "scale" to "return" in the industry, focusing on enhancing investor satisfaction [1] Group 2: Long-term Investment Practices - Changsheng Fund, one of the first fund companies, prioritizes client interests over scale, seeking sustainable investment performance to support industry health [1] - The Changsheng Growth Value Fund, launched in 2002, has achieved a return rate of 1269.31% since its inception, significantly outperforming its benchmark [2] Group 3: Quantitative Investment Strategies - The Changsheng Quantitative Dividend Fund, launched in 2009, combines quantitative discipline with active management, achieving a cumulative return of 437.72% since inception, far exceeding its benchmark [3] - The fund has received multiple five-star ratings from various authoritative institutions, highlighting its strong performance [3] Group 4: Research and Development Efforts - Changsheng Fund has enhanced its research capabilities, developing a multi-factor stock selection system that has led to excess returns across its index funds since 2020 [4] - The Changsheng North Exchange 50 Index Enhanced Fund, launched in 2024, has achieved a return of 16.05% since its inception, ranking first among comparable products [4] Group 5: Performance Metrics - As of the first quarter of 2025, various Changsheng funds have shown strong performance, with rankings improving over time in their respective categories [5] - The company emphasizes the importance of aligning its development path with its resources and investment needs, focusing on long-term success despite short-term scale growth [5]