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公募基金长期业绩“成绩单”出炉 鹏华基金股债双强多线领跑
Cai Fu Zai Xian·2025-07-11 09:16

Core Insights - The latest report from Galaxy Securities highlights the strong investment capabilities of leading institutions in the public fund sector, with Penghua Fund standing out for its impressive performance across various categories [1] Active Equity - Penghua Medical Technology Stock A, managed by Jin Xiaofei, achieved remarkable results, ranking first in the medical and healthcare sector for seven, five, three, and one-year periods with net growth rates of 147.17% and 59.64% respectively [2] - Penghua Innovation Upgrade Mixed A, also managed by Jin Xiaofei, ranked in the top 4% for three and one-year periods with growth rates of 28.95% and 48.82% [2] - Wu Xuan, another fund manager, reported strong performance for Penghua Shengshi Innovation A, with growth rates of 121.16%, 50.01%, and 28.10% over seven, five, and three years [3] - The stable market conditions and policy support are expected to continue benefiting the market, with the current PE ratio of the CSI 300 index at 13 times and a dividend yield exceeding 5% [3] Stable Income - Penghua Hongjia Flexible Allocation Mixed A, managed by Tang Zhiyan, achieved net growth rates of 153.58%, 58.84%, and 20.70% over seven, five, and three years, ranking in the top 7% of its category [4] - Other funds managed by Tang Zhiyan also performed well, consistently ranking high in their respective categories [4] Index Quantitative - Penghua Fund's index and quantitative investment department showcased strong performance across various categories, including both active and passive strategies [7] - The Penghua Quantitative Pioneer Mixed Fund, managed by Shi Yunchao, ranked in the top 7% for both five and three-year periods with growth rates of 54.28% and 13.09% [7] - The Penghua CSI Cloud Computing and Big Data Theme ETF achieved growth rates of 51.83% and 45.47% over three and one-year periods, ranking well in its category [7] Bond Funds - Penghua Fund's fixed income team demonstrated strong performance, with Penghua Yong'an 18-Month Regular Open Bond A ranking in the top 10% across multiple time frames [10] - Penghua Fenglu Bond A achieved a net growth rate of 47.41% over seven years, ranking first among comparable funds [11] - The overall bond market is expected to remain friendly, with structural opportunities anticipated amid a stable macroeconomic environment [12]