“固收+”基金规模增至1.9万亿元 年内增幅达15.34%

Core Insights - The "Fixed Income +" funds have gained popularity due to their ability to balance risk and return, with a total market size reaching 1.9 trillion yuan, reflecting a growth of 252.5 billion yuan or 15.34% since the beginning of the year [1] - Over 1,750 "Fixed Income +" products have an average return of 3%, with more than 290 products exceeding a 5% average return, indicating a systemic increase in investor risk appetite and a demand for stable value growth [1] - The essence of "Fixed Income +" lies in achieving sustainable returns through multi-asset collaboration while controlling drawdowns, catering to various investor risk preferences and return expectations [2] Fund Performance - Jiashi Fund's products have shown strong performance, with all 25 mixed bond funds yielding over 3.4% in the past year, including Jiashi Stable Macro at 27.51%, Jiashi Dual Benefit at 19.83%, and Jiashi Stable Yield at 13.13% [1] - Specific products have demonstrated low drawdowns while providing competitive returns, such as Jiashi Stable Prosperity with a drawdown of 0.52% and a return of 5.4%, and Jiashi Dual Season Enjoy with a drawdown of 0.5251% and a return of 7.15% [2] Market Trends - The future of "Fixed Income +" funds is expected to shift from being scale-driven to capability-driven, with fund managers possessing strong macroeconomic analysis and refined credit assessment systems likely to excel in competition [3] - "Fixed Income +" represents not only an innovation in financial products but also an evolution in investment philosophy, focusing on certainty amid volatility and realizing value through long-term holding [3]