鹏华固收25款债基获五星评级,多元布局彰显“大厂”硬实力
Cai Fu Zai Xian·2025-08-04 01:41

Core Viewpoint - The latest fund rating report from six authoritative institutions highlights the exceptional performance of Penghua Fund's fixed income team, which has achieved a total of 25 bond funds receiving the highest five-star/AAAAA ratings, showcasing its strength as a "fixed income powerhouse" [1] Group 1: Performance of Bond Funds - Penghua Fengrong Fixed Income Fund (000345) received multiple five-star ratings across different time frames from various institutions, indicating its strong long-term performance with a net value growth rate of 25.09% over five years and 47.41% over seven years, ranking 7th out of 505 and 1st out of 261 respectively [2] - Penghua Fengxiang Fund (004388) also received top ratings and has a net value growth rate of 39.22% over seven years, ranking 7th out of 261 in its category, with a current scale exceeding 27.5 billion [2] - Penghua Yong'an 18-Month Fund (004438) achieved high ratings and has a net value growth rate of 41.89% over seven years, ranking 10th out of 126 in its category [3] Group 2: "Fixed Income Plus" Products - The Penghua fixed income team has developed a range of high-performing "fixed income plus" products, with 11 of them achieving five-star ratings, catering to various risk preferences [4] - Penghua Convertible Bond A (000297) received a five-star rating for ten years, while Penghua Dual Bond Advantage A (000143) and Penghua Fengli A (160622) also received top ratings, demonstrating strong performance metrics [4] - Penghua Industry Bond A (206018) was rated five stars for ten years, with net value growth rates of 2.62%, 6.56%, and 99.34% over six months, one year, and since inception respectively [5] Group 3: Bond Index Funds - Penghua's bond index funds have been recognized for their performance, with Penghua 5-Year Government Bond ETF (159972) and Penghua 0-4 Year Government Bond ETF (159816) receiving five-star ratings for three years [7] - The Penghua Same-Industry Deposit Index 7-Day Holding Fund (014437) also received high ratings, with a net value growth rate of 1.85% over the past year, ranking 8th out of 80 in its category [7] Group 4: Future Outlook - The continuous excellence in mid-to-long-term performance by Penghua's fixed income team positions it as a benchmark in the Chinese bond fund market, with expectations for sustainable value creation for investors in the future [8]

鹏华固收25款债基获五星评级,多元布局彰显“大厂”硬实力 - Reportify