上银基金十二周年：年轮镌初心 山海再启航

Core Viewpoint - The company has achieved significant growth and stability in the asset management sector over the past twelve years, with a focus on innovation and long-term value creation for investors [1][2]. Performance and Growth - As of June 2025, the total assets under management reached 272.7 billion yuan, with public fund assets at 250.6 billion yuan, reflecting a year-on-year growth of 13% [2]. - The company has served over 6.45 million investors and generated a total profit of 42 billion yuan for its public fund products since inception [2]. - The growth in scale is attributed to the strong performance of equity and fixed-income products, with equity investments receiving top ratings from Guotai Junan Securities [2][4]. Product Performance - The "Shangyin Future Life Flexible Allocation Mixed A" fund achieved a net value growth rate of 34.65% over the past year, significantly outperforming its benchmark [3]. - The "Shangyin Emerging Value Growth Mixed A" fund has a cumulative net value growth rate of 236.82% since inception, ranking in the top 23% of its category over the past five years [3]. - The "Shangyin Medical Health Mixed A" fund reported a net value growth rate of 57.49% in the past year, placing it in the top 8% of its category [3][21]. Fixed Income Investment - The fixed-income funds have consistently ranked in the top 10 for absolute returns over the past two years, showcasing the company's strong risk management capabilities [4]. - The "Shangyin Policy Financial Bond A" fund has excelled in excess returns across multiple time frames, receiving five-star ratings [5]. Diverse Product Offerings - The company offers a diverse range of products, including 59 public funds and 29 private asset management plans, covering various mainstream business areas [7]. - The equity segment focuses on value and growth strategies, while the fixed-income segment emphasizes stability and risk management [8][9]. Research and Talent - The company has established a comprehensive research and investment framework, with a dedicated team of 56 professionals, 90% of whom hold master's degrees or higher [11][12]. - The investment team has successfully identified key market trends, driving product performance through in-depth analysis of macro policies and fundamental factors [12]. Social Responsibility - The company actively promotes rational investment concepts and engages in social responsibility initiatives, including educational support for underprivileged students [13]. Future Outlook - As it celebrates its twelfth anniversary, the company aims to continue its commitment to innovation and excellence in asset management, focusing on high-quality development and investor trust [14].