Workflow
葛兰在管产品时隔四年再限购,近一个月还有多只绩优基金“谢客”
Bei Jing Shang Bao·2025-08-10 12:13

Core Viewpoint - Notable fund manager Ge Lan's products have once again implemented purchase restrictions after four years, indicating concerns over fund operation difficulties and potential market corrections [1][4][7] Fund Management Actions - China Europe Fund announced that its China Europe Medical Innovation Stock and China Europe Science and Technology Innovation Mixed Funds will suspend large purchases, conversions, and regular investment starting from August 11, with limits set at 100,000 yuan [1][4][3] - Over the past month, more than 60 active equity funds have restricted large purchases, including several high-performing funds [5][7] Fund Performance - As of August 10, the year-to-date returns for China Europe Medical Innovation Stock A/C were 62.28% and 61.48%, ranking in the top 4 among peers; over the past year, returns reached 80.12% and 78.54% [4][7] - China Europe Science and Technology Innovation Mixed A/C had year-to-date returns of 29.78% and 29.3%, with one-year returns of 84.33% and 83.07% [4][7] Market Context - The Shanghai Composite Index has surpassed 3600 points, leading to an increase in the number of active equity funds implementing purchase restrictions [5][7] - Fund managers are concerned about rapid fund growth due to strong performance and potential market corrections, prompting the decision to limit purchases [7][8] Economic Outlook - Fund managers express caution regarding the domestic economy's growth pressures in the second half of the year, influenced by high tariffs and uncertain policies affecting exports [8] - There are structural opportunities in the consumer healthcare sector, particularly in medical aesthetics and home medical devices, driven by rising health awareness and an aging population [8]