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牛!209只“翻倍”,这类产品“满血复活”
Zhong Guo Ji Jin Bao·2025-08-19 05:33

Core Insights - Since the "9·24" market rally last year, 209 mutual funds have doubled their net asset value, with over 70% being actively managed equity funds [1][4][15] - The market has shown strong bullish trends, with the Hang Seng Index surpassing 25,000 points and the Shanghai Composite Index breaking through key levels of 3,600 and 3,700 points [2][3] Active Equity Funds Performance - Among the 209 funds that have doubled, 155 are actively managed equity funds, significantly outperforming index funds during this period [2][4] - The best-performing active equity fund has outperformed the highest-gaining index fund by over 90 percentage points, while the top active fund in the Beijing Stock Exchange has a performance gap of nearly 150 percentage points compared to the corresponding index fund [2][13] North Exchange Theme Funds - The North Exchange theme funds have emerged as leaders in performance, with 11 out of 124 doubling funds being from this category, occupying the top three positions in terms of returns [5][6] - The North Exchange 50 Index has seen a cumulative increase of over 162% since September 2024, driving the strong performance of related theme funds [7] Sector Performance - Various sectors such as dividends, artificial intelligence, banking, and innovative pharmaceuticals have shown active performance, with funds focused on these areas yielding substantial profits [7] - Specific funds like Yongying Advanced Manufacturing and Debon Xinxing Value have reported net asset value increases exceeding 170% [7] Comparison with Passive Funds - In contrast to the active funds, only 54 passive index funds have doubled their returns since the "9·24" rally, indicating a significant disparity in performance [13][15] - The average returns of actively managed equity funds are now comparable to those of index funds, marking a shift in the investment landscape [3][15]