国联智选红利股票基金清盘 成立7年几乎没赚钱
Zhong Guo Jing Ji Wang·2025-07-29 14:25

Core Insights - The Guolian Smart Dividend Equity Fund, previously known as Zhongrong Smart Dividend Equity Fund, will terminate its contract as approved by the fund holders' meeting on July 9, 2025, with the last operational day being the same date [1][3] - The fund's cumulative net asset value decreased significantly from 437 million yuan at inception to 6.8988 million yuan by the last operational day, indicating a substantial decline in investor confidence and fund performance [1][3] Fund Performance Summary - On the last operational day, the cumulative unit net values for Guolian Smart Dividend Equity Fund A/C were 1.0152 yuan and 0.9805 yuan, with cumulative returns of 1.52% and -1.95% respectively [1] - The fund's management team, consisting of Chen Xinyu and Zhao Fei, has faced challenges, with the Guolian Smart Hedge 3-Month Open Mixed Fund underperforming with a return of -4.76% compared to the 35.19% average of its peers over a similar period [3][5] Management Background - Chen Xinyu has been with Guolian Fund Management since October 2016 and currently manages multiple index funds and one equity fund, while Zhao Fei has over a decade of experience in fund management, having joined Guolian Fund in November 2012 [3][5] - Both managers have had mixed performance records, with several funds under their management ranking poorly against their respective categories [5]