Core Viewpoint - Dongxing Fund announced the resignation of fund manager Kang Kai for personal reasons, with Sun Jiqing taking over the Dongxing Reform Selected Mixed Fund [2][3] Fund Manager Transition - Kang Kai resigned on June 6, 2025, and Sun Jiqing, the current head of the research department, has taken over the fund [3] - Sun Jiqing previously managed the Dongxing Reform Selected Mixed Fund from September 8, 2015, to June 1, 2024, and has not managed any equity products in the past year [3] Fund Performance - The Dongxing Reform Selected Mixed Fund was established on September 8, 2015, and has seen a net value decline of 21% since inception, a 29.08% decline over the past three years, a 0.88% decline over the past year, and a 2.07% increase over the past six months [3][4] - As of March 31, 2025, the fund's net asset value had decreased significantly from an initial subscription amount of approximately 466 million to about 1.7348 million, with C-class shares valued at only 52,300 [4] Investment Strategy - The fund focuses on industries with supply-side clearing or significant capacity constraints, selecting companies with low capital expenditure or those experiencing capacity clearing, which are expected to have high upside potential during industry reversals [5] - The current investment environment suggests that gold is a relatively stable asset, while the long-term supply constraints for copper and aluminum are unlikely to change, indicating potential investment opportunities following Federal Reserve interest rate cuts [5]
东兴改革精选混合基金变更基金经理 跑输业绩比较基准41.99个百分点
Xi Niu Cai Jing·2025-06-11 06:54