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亏懵了!明星基金经理新基金成立仅两月亏去8%,和大盘反着走,基民:让人失望
Sou Hu Cai Jing·2025-08-11 10:55

Market Overview - The A-share market saw all three major indices rise collectively, with the Shanghai Composite Index reaching a new high for the year, closing up 0.34% at 3647.55 points. The Shenzhen Component Index rose 1.46%, and the ChiNext Index increased by 1.96%. The total trading volume in the Shanghai and Shenzhen markets was 1.85 trillion yuan, an increase of 113.6 billion yuan compared to the previous trading day. Over 4,100 stocks in the market experienced gains [1]. Fund Performance - The Shenwan Hongyuan Industry Select Fund, managed by renowned fund manager Jia Chengdong, was established on June 3, 2023. As of August 8, 2023, the fund's Class A shares reported a loss of 8.23%, ranking 4672 out of 4673 in its category. In contrast, the Shanghai Composite Index and the CSI 300 Index saw cumulative increases of 8.59% and 6.89%, respectively [1][5]. - The fund raised a total of 1.219 billion yuan, with 10,477 effective subscriptions, making it the fourth actively managed equity fund launched this year with a fundraising scale exceeding 1 billion yuan [5][6]. Manager Background - Jia Chengdong, a veteran in the fund management industry, joined Shenwan Hongyuan Fund after leaving his previous position at China Merchants Fund. He has a history of managing significant fund sizes, reaching nearly 18 billion yuan at his peak in 2020. His recent fund, Shenwan Hongyuan New Power, also reported a loss of 7.43% year-to-date, ranking 4491 out of 4521 in its category [7][9]. Investment Strategy - The Shenwan Hongyuan New Power Fund primarily focuses on dividend sectors while diversifying into new consumption and gold. Significant adjustments were made in the second quarter, with new investments in companies like China Mobile and Yangtze Power, which have shown a downward trend since July [8].