Core Viewpoint - The article emphasizes the continuous improvement and advancement of the investment research system at Fuqun Fund, highlighting its strong performance in equity investment and the growing demand for stable mid-to-long-term investment products in the Chinese market [1][4][6]. Group 1: Market Context - As Chinese residents' wealth continues to grow, the demand for asset allocation is increasing, making public funds an important part of investment choices [3]. - Investors are increasingly focused on long-term performance rather than just short-term results, leading to a more rigorous evaluation of fund performance [3]. Group 2: Fuqun Fund's Performance - Fuqun Fund's active equity funds have demonstrated excellent investment capabilities, with a 20-year return of 953.86%, ranking 4th in the industry [6]. - As of June 30, 2025, 11 of Fuqun Fund's equity funds ranked in the top 10 of their categories for the past year, with several funds achieving returns exceeding 40% [8]. Group 3: Specific Fund Highlights - Fuqun Medical Innovation Stock A achieved a return of 58.87% over the past year, ranking 2nd among 45 funds in the medical and healthcare sector [8]. - Fuqun Consumption Select 30 Stock A has performed well in the new consumption investment trend, ranking 2nd among 38 funds in the consumption sector over the past year [8]. Group 4: Fixed Income and Hybrid Products - Fuqun Fund's fixed income products have shown strong performance, with Fuqun Strong Return Bond A achieving returns of 13.03%, 23.28%, and 45.09% over the past three, five, and seven years, respectively, ranking in the top 9 of its category [10]. - The "fixed income + equity" products, such as Fuqun Enhanced Bond and Fuqun Jiuli Stable Allocation Mixed A, have also performed well, with returns of 28.74% and 41.24% over the past year, ranking first in their categories [11]. Group 5: Quantitative Investment - Fuqun Fund's quantitative products have consistently ranked well, with 10 quantitative funds placing in the top 10 of their categories over the past year [12]. - The classic ETF, Fuqun Shanghai Composite Index ETF, has also performed well, ranking among the top five in its category over the past three, five, and seven years [12].
长跑业绩彰显投研实力,富国基金权益、固收、量化全线领跑
Sou Hu Cai Jing·2025-07-11 09:24