主动权益类基金显现财富效应 1126只产品创下净值新高

Core Viewpoint - The performance of actively managed equity funds in the A-share market has rebounded significantly, with over 90% of products achieving net value growth this year, indicating a strong wealth effect and potential for a virtuous cycle in the market [1][4]. Group 1: Fund Performance - As of August 7, 2023, 4,598 actively managed equity funds were tracked, with 4,347 (94.54%) achieving net value growth this year [2]. - Notably, 127 funds recorded a net value growth rate exceeding 50%, and 6 funds surpassed 100% [2]. - A total of 1,126 funds reached new net value highs since their inception this year [2]. Group 2: Key Investment Themes - Innovation in pharmaceuticals and technology are identified as the two main drivers of net value growth for actively managed equity funds [2]. - The Changcheng Medical Industry Selected Mixed Fund led with a 129.97% net value growth rate, focusing heavily on innovative pharmaceuticals [2][3]. - The Yongying Technology Smart Selection Mixed Fund achieved a 91.23% net value growth rate, concentrating on the global cloud computing industry [3]. Group 3: Market Sentiment and Fund Flows - The recovery in actively managed equity fund performance is expected to enhance investor confidence, leading to increased fund subscriptions and market stability [4][5]. - The Yongying Advanced Manufacturing Smart Selection Mixed Fund's size grew from 1.762 billion to 13.845 billion yuan, while the Penghua Carbon Neutrality Theme Mixed Fund expanded from 1.035 billion to 10.863 billion yuan this year [4]. - Fund sales personnel reported a noticeable increase in investor interest and purchase intentions, with many public institutions accelerating the issuance of new funds, particularly in equity [5].