重仓押注医药板块,这只QDII基金跃升至年内涨幅第一
Sou Hu Cai Jing·2025-06-05 13:31

Group 1 - The innovative drug sector has seen a significant recovery in the capital market since 2025, with multiple stocks showing notable increases [1] - The fund "Huitianfu Hong Kong Advantage Selection" has performed exceptionally well, with a year-to-date increase of nearly 80%, ranking first in the entire market [1][2] - As of June 5, 2025, all top ten holdings of the fund are in the innovative drug sector, indicating a strong focus on this area [1][3] Group 2 - The fund has a history of nearly 15 years and has experienced fluctuations in performance, but it achieved over 39% returns in the first quarter of 2025, ranking seventh in the market [3] - Despite systemic risks in April 2025, the fund quickly recovered due to the ongoing rebound in the innovative drug sector, eventually becoming the market leader in returns by early June [3] - Since the third quarter of 2022, the fund has concentrated its investments exclusively in the pharmaceutical sector, with 39 out of 42 stocks in this category as of the 2024 annual report [3][4] Group 3 - The current fund manager, Zhang Wei, has a strong academic background in medicine and has emphasized research as a key aspect of her investment strategy [4] - Zhang Wei conducts extensive research and maintains direct communication with company founders and competitors to make informed investment decisions [4] - Under her management, the fund's scale has reached 14.601 billion yuan, with five out of six funds achieving positive returns during her tenure [5] Group 4 - The fund has been in a "closed" state since September 18, 2024, with its scale remaining around 300 million yuan, limiting new investments [5] - Other funds managed by Zhang Wei, such as "Huitianfu Health Life One-Year Holding," have also shown strong performance, with year-to-date increases of 59.38% and others ranging from 33.54% to 44.50% [5]

重仓押注医药板块,这只QDII基金跃升至年内涨幅第一 - Reportify