融通基金资产总规模达3398亿元 多只产品业绩亮眼

Core Insights - The article highlights the significant growth and strategic transformation of Rongtong Fund since its merger with China Chengtong Group, with total assets reaching 339.8 billion yuan as of June 30, 2023, an increase of 107.9 billion yuan compared to before the merger [1] Group 1: Business Strategy and Development - Rongtong Fund has established a "dual-driven" development strategy focusing on state-owned capital operations and resident wealth management, creating a business model that integrates domestic and international operations [1] - The fund has actively participated in the capital operation framework of China Chengtong Group, supporting the development of various indices and thematic funds, including the China Chengtong Central Enterprise Dividend Index and the China Chengtong Central Enterprise ESG Index [1] - The company has successfully launched multiple thematic ETFs and funds, enhancing its product matrix to include diverse offerings such as thematic ETFs, bond funds, and actively managed equity funds [1] Group 2: Performance Metrics - As of June 30, 2023, Rongtong Fund's equity excess return ranked 48 out of 156 in the industry, placing it in the top 30% [2] - The fund's fixed income excess return ranked 35 out of 151, positioning it in the top 20% [2] - Notable performance includes the Rongtong Industry Trend Selection fund, which achieved a return of 39.60% over the past year, ranking in the top 10% among 344 standard equity funds [2] Group 3: Research and Investment Team - Since merging with China Chengtong Group, Rongtong Fund has focused on enhancing its research and investment capabilities by establishing a cross-asset allocation investment committee [4] - The investment team comprises experienced fund managers with over 20 years in the industry and mid-career managers with around 10 years of experience, fostering a stable and innovative team structure [4] - The company aims to strengthen its integrated and multi-strategy research system to better serve state-owned capital operations and resident wealth management [4]