基金二季报抢先看 透视汇安永福连续12季飘红秘笈

Core Viewpoint - The report highlights the strong performance of the Huian Yongfu 90-Day Holding Period Short-Duration Bond Fund, which has consistently outperformed its benchmark across various time frames, indicating effective management and investment strategy [1][3]. Performance Summary - As of June 30, 2025, the fund achieved a quarterly return of 0.96%, compared to its benchmark of 0.64%, and a year-to-date return of 1.54% against a benchmark of 0.47% [1]. - Over the past year, the fund's return was 3.53%, significantly higher than the benchmark's 2.11%, and since inception, it has delivered a return of 9.28% versus the benchmark's 8.21% [1]. - The fund ranked 7th among similar short-duration bond funds for the first half of the year and was in the top 10 (8/713) for the past year [1]. Investment Strategy - The fund's bond portfolio includes a mix of government bonds, financial bonds, and corporate bonds, with financial bonds making up 73.82% of the portfolio, indicating a focus on low-risk investments [3]. - The fund's management executed a proactive strategy in April, capitalizing on market conditions to secure capital gains, followed by a focus on earning coupon income as market conditions evolved [3]. - In June, the fund increased leverage and improved static returns through selective bond purchases, responding to central bank actions that stabilized funding costs [3]. Fund Growth - The fund's assets grew from approximately 150 million yuan at the end of the previous year to nearly 2 billion yuan by the end of the second quarter of this year, reflecting its appeal to investors [4].