Core Viewpoint - The appointment of Wang Zijian as a new fund manager for Penghua Innovation Future (LOF) raises expectations among investors for a turnaround after significant losses since its inception, with hopes for new investment strategies to improve performance [1][9][17]. Fund Manager Change - Wang Zijian has been appointed as a co-manager alongside Yan Siqian, effective July 9, 2025 [2][3]. - Wang has 10 years of experience in the securities industry and previously managed funds at Harvest Fund Management [1][5]. Fund Performance - Since its establishment on September 30, 2020, Penghua Innovation Future has reported a total return of -46.60%, significantly underperforming its benchmark [9][11]. - The fund has experienced a total investment loss of 3.411 billion yuan, contrasting sharply with the 217 million yuan in management fees collected during the same period [11]. - Recent performance shows a recovery with a one-year return of 51.92%, indicating potential for regaining investor confidence [13][15]. Investment Strategy and Focus - Wang Zijian is expected to bring a new perspective and investment methodology, focusing on technology and growth sectors, which may enhance portfolio management efficiency [5][17]. - The dual-manager model aims to leverage the strengths of both managers in technology growth, potentially improving stock selection and risk management [17]. Historical Context - The fund has faced challenges with previous managers, with returns of -44.73% and -3.38% under different management periods, both failing to outperform benchmarks [11]. - The fund's investor base has shrunk from 2.866 million accounts and 11.999 billion yuan in assets to 971,000 accounts and 2.176 billion yuan by the end of the previous year [11].
97万人关注!扭亏为赢有望?成立以来亏近50%!鹏华创新未来有了新动向!
Xin Lang Ji Jin·2025-07-09 07:01