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两只“双十基金”年化超20%!38只“双十基金”创新高!
Sou Hu Cai Jing·2025-08-25 09:46

Core Insights - The A-share market has seen a significant rise since August, with the Shanghai Composite Index reaching a nearly 10-year high and financing balance exceeding 2.1 trillion yuan, also a 10-year high [1] - The article focuses on "Double Ten Funds," which are mutual funds that have been established for over 10 years and have an annualized return exceeding 10% since inception [1] - As of August 19, 2025, there are 2,629 funds that have been established for over 10 years, with only 377 (approximately 14.13%) achieving an annualized return above 10%, predominantly in equity funds [1] Fund Performance - The top 30 "Double Ten Funds" over the past decade have an annualized return threshold of approximately 13.37%, with over 95% being equity funds [1] - Notably, two funds from Huashang Fund, "Huashang New Trend Preferred Mixed" and "Huashang Advantage Industry Mixed," have annualized returns exceeding 20% and reached historical highs in August [4][10] - "Huashang New Trend Preferred Mixed" has a scale of approximately 4.469 billion yuan and an annualized return of 18.62%, with a cumulative return of 1,087.40% since inception [4] - "Huashang Advantage Industry Mixed" has a scale of approximately 4.055 billion yuan and an annualized return of 18.15%, with a cumulative return of 967.55% since inception [4] Fund Manager Insights - The longest-serving fund managers for the top-performing funds have left the company, indicating a potential shift in management dynamics [4] - The top holdings of "Huashang New Trend Preferred Mixed" include leading companies across various sectors, while "Huashang Advantage Industry Mixed" has significant investments in the Nvidia supply chain [5][10] Market Trends - A total of 38 "Double Ten Funds" have reached historical highs since August, with the majority being equity funds [6] - Dachen Fund's "Dachen Gaoxin Stock A" is the only hundred-billion-level "Double Ten Fund" that has reached a historical high, with a scale of approximately 12.34 billion yuan and an annualized return of 16.69% [10]