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传闻落地！招商基金绩优基金经理离职，接任者能否担当重任？
Sou Hu Cai Jing·2025-08-12 06:43

Core Viewpoint - The departure of renowned fund manager Zhai Xiangdong from China Merchants Fund has been confirmed, raising concerns about the future performance of the fund he managed, the China Merchants Advantage Enterprise Mixed Fund [1][2]. Group 1: Departure Details - Zhai Xiangdong left his position on August 9 due to personal reasons and will not take on another role within the company [2]. - His departure was anticipated by clients, as rumors had circulated prior to the official announcement [2]. - Zhai's potential next move may involve joining a leading domestic investment institution [1][2]. Group 2: Fund Performance and Management Transition - Zhai managed the China Merchants Advantage Enterprise Mixed Fund, which peaked at a scale of 10.146 billion yuan [2]. - Under Zhai's management, the fund's A share achieved a return rate of 124.59% and an annualized return rate of 27.96% [2]. - The fund's total scale as of the second quarter was 8.132 billion yuan, with institutional investors holding 69.12% of A shares and 87.04% of C shares [2]. Group 3: New Fund Manager - Lu Wenkai, who has 15 years of experience in the securities industry, has taken over the management of the fund [3]. - Lu has been with China Merchants Fund since March 2022 and currently manages six funds with a total scale of 12.441 billion yuan [3]. - His management of the China Merchants Industry Selection Fund has yielded a return rate of 34.28% and an annualized return rate of 27.84% [3]. Group 4: Company Overview and Market Position - China Merchants Fund, established in December 2002, is a leading institution in the industry, ranking twelfth in total public fund scale with 896.487 billion yuan as of the second quarter [4]. - The company emphasizes the importance of maintaining stable growth in equity fund scales to remain among the top ten in non-monetary management [4]. - The fund management company has stated that the change in fund manager is part of a normal adjustment based on long-term planning and resource optimization [5].