Core Viewpoint - The article discusses the performance of public funds in China, highlighting that 1,341 funds have underperformed their benchmarks by over 10% in the past three years, involving 735 fund managers. Among these, 31 funds have underperformed by over 50% compared to their benchmarks, with specific mention of the Qianhai Kaiyuan Belt and Road Fund managed by Wu Guoqing, which has shown significant losses [1]. Group 1: Fund Performance - As of May 21, nearly 6,000 public funds have been tracked, with 1,341 funds underperforming their benchmarks by more than 10% over three years [1]. - The Qianhai Kaiyuan Belt and Road Mixed A fund has a net value growth rate of -47.43% over the past three years, while its benchmark return is -0.15% [1][2]. - The Qianhai Kaiyuan Belt and Road Mixed C fund has a net value growth rate of -47.57% over the same period, with the same benchmark return of -0.15% [2]. Group 2: Fund Manager Background - Wu Guoqing, the fund manager of the Qianhai Kaiyuan Belt and Road Fund, has nearly 10 years of experience in managing public funds, having previously worked at Southern Fund Management [5]. Group 3: Recent Fund Holdings - The top ten holdings of the fund as of the first quarter include companies such as Nairui Radar, Yingboer, and Wolong Electric Drive [6]. Group 4: Recent Fund Performance Data - As of June 4, 2025, the cumulative returns for Qianhai Kaiyuan Belt and Road Mixed A and C funds are -44.20% and -39.20%, respectively, with unit net values of 0.5580 yuan and 0.6080 yuan [4].
前海开源一带一路近三年跑输基准 累计收益率跌逾四成
Zhong Guo Jing Ji Wang·2025-06-05 09:50