规模仅6000份？！好“精致”的一只基金...

Core Viewpoint - The "Tongtai Industrial Upgrade" fund is currently one of the smallest funds in the market, with a scale of only 6070 shares and a value of 9877 yuan as of the end of the first quarter of this year [2][11]. Fund Overview - The fund was established on March 24, 2022, with an initial issuance of approximately 2 million shares, and the fundraising was completed ahead of schedule [3]. - As of now, Tongtai Fund has a total of 22 products, with only four exceeding 200 million yuan in scale, all of which are bond-type products [5]. Performance Metrics - The fund's performance has been poor, with significant underperformance compared to the CSI 300 index in both 2022 and 2023 [23]. - The fund's maximum loss reached 35% due to frequent misjudgments of market direction [22]. - The current fund manager, Wang Xiu, has a mixed track record, managing five products with varying performance outcomes [25][27]. Fund Manager Insights - Previous fund managers, Yang Zhe and Wang Guoqing, have left due to underperformance, indicating challenges in transitioning from bond to equity fund management [24]. - Wang Xiu's management style has shown both successful and unsuccessful strategies, highlighting the variability in fund performance under different management [26][28].