基金公司主动权益中长期投资业绩大比拼

Core Insights - The report highlights the performance of fund companies in active equity investment over various time frames, revealing the top performers in the A-share market [1][2]. Long-term Performance (10 Years) - The top three fund companies over the last decade (from July 1, 2015, to June 30, 2025) are: - Wanji Fund with a return of 151.15%, ranking first among 81 companies - Dacheng Fund with a return of 120.64%, ranking second - Hongta Hongtu with a return of 117.93%, ranking third [2][3][5]. Medium-term Performance (5 Years) - For the five-year period (from July 1, 2020, to June 30, 2025), the leading fund companies are: - Jinyuan Shun'an with an average return of 152.27%, ranking first among 137 companies - Guojin Fund with a return of 94.55%, ranking second - Zhongtai Securities Asset Management with a return of 94.46%, ranking third [7][8]. Short-term Performance (3 Years) - In the three-year period (from July 1, 2022, to June 30, 2025), the top performers are: - Huarun Yunda with an average return of 34.65%, ranking first among 156 companies - Jinyuan Shun'an with a return of 33.61%, ranking second - Guojin with a return of 23.92%, ranking third [12][14]. Recent Performance (First Half of 2025) - In the first half of 2025, the best-performing fund companies include: - Zhonghang Fund with a return of 23.01% - Hongtu Innovation with a return of 22.10% - Hengyue with a return of 21.23% [17][18][20]. Performance Comparison by Company Size - The average returns of large, medium, and small fund companies over the last ten years show that large and medium companies significantly outperform small companies, with medium companies averaging 67.85% and large companies averaging 56.16% [5][6].