今年上半年基金业绩全扫描：创新药主题基金“霸榜”

Group 1 - The core point of the article highlights that over a hundred public funds achieved returns exceeding 40% in the first half of the year, with the highest return surpassing 85%, particularly driven by innovative drug-themed funds [1][2] - Among all public funds, nearly a thousand funds had returns over 20%, with 21 funds exceeding 60% [2] - The top-performing funds are primarily categorized into two types: those focused on innovative drugs and those related to the Beijing Stock Exchange [3] Group 2 - In the ordinary stock fund category, 19 products achieved returns over 40%, largely due to the surge in innovative drugs [3] - Over 70 mixed equity funds had returns exceeding 40%, with 16 of them surpassing 60%, mainly concentrated in innovative drugs and the Beijing Stock Exchange sector [3] - In passive and enhanced index funds, 23 funds achieved returns over 40%, with most being related to innovative drugs and healthcare themes [3] Group 3 - Fixed income funds showed lower returns compared to equity funds, but they provide low volatility and stability for low-risk investors [4] - In the short-term and medium-term pure bond categories, over a hundred funds had returns exceeding 2%, with 13 funds exceeding 3%, indicating a solid performance [5] - In the QDII category, over 80 products had returns exceeding 20%, with 15 funds achieving returns over 50%, primarily focused on innovative drugs [5][6] Group 4 - The article notes that the performance of thematic and sector-specific funds can be highly volatile, with significant potential for both gains and losses, suggesting cautious participation [6] - Recommendations for public fund investments in the second half of 2025 include focusing on risk preferences, with lower-risk investors advised to prioritize fixed income or balanced equity funds, while higher-risk investors may consider increasing exposure to technology-themed funds [7]