Core Insights - The performance of actively managed equity funds in the first five months of the year shows significant disparity, with an average return of 2.62% across 4541 funds, ranging from a high of 69.30% to a low of -30.56% [2][3] Performance Overview - The major indices, including the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index, experienced declines of 0.13%, 3.59%, and 6.93% respectively [2] - Among 31 industry indices, 16 saw gains while 15 declined, indicating a nearly even split in performance [2] - The average returns for different types of funds were as follows: ordinary stock funds (3.43%), equity hybrid funds (3.21%), flexible allocation funds (1.22%), and balanced hybrid funds (-0.08%) [2] Top Performing Funds - A total of 77 actively managed equity funds achieved returns exceeding 30%, with 18 funds surpassing 50% [3] - The top performers were primarily in the North Exchange theme, with the North Exchange 50 Index rising by 35.74% [3] - Notable funds included: - CITIC Securities North Exchange Selected Two-Year Open A (69.30%) - Huaxia North Exchange Innovative Small and Medium Enterprises Selected Two-Year Open (67.38%) - Changcheng Pharmaceutical Industry Selected A (65.83%) [4][5] Sector Highlights - The pharmaceutical sector also showed strong performance, driven by the innovation drug segment, with several funds achieving high returns [4] - Key funds in this sector included: - AVIC Optimal Navigation A (58.03%) - Yongying Pharmaceutical Innovation Smart Selection A (57.44%) - Zhongyin Big Health A (56.21%) [4][5] Underperforming Funds - Conversely, 1811 actively managed equity funds reported negative returns, with 17 funds experiencing declines exceeding 20% [6] - The worst performers included: - Caitong Multi-Strategy Fuxin (-30.56%) - Caitong Craftsmanship Preferred One-Year Holding A (-30.53%) [6][9] - Despite a general market uptrend in May, these funds continued to decline, indicating specific management or strategy issues [7]
主动权益基金前5月业绩新鲜出炉,你赚钱了吗?
Sou Hu Cai Jing·2025-06-03 07:47