Group 1 - The core viewpoint of the article highlights the strong performance of actively managed equity funds in 2023, with a significant number of funds achieving positive returns and impressive average yields [1][2] - As of August 31, 2023, 99% of ordinary equity funds and 98% of mixed equity funds reported positive returns, with average returns of 27.91% and 27.66% respectively [1][2] - Over the long term, actively managed equity funds have outperformed the CSI 300 index in 10 out of the last 17 years, with five years showing double-digit excess returns [1][2] Group 2 - The article attributes the strong performance of actively managed equity funds in 2023 to the structural market conditions, emphasizing the importance of sector and stock selection [2][3] - Fund managers with deep industry insights and research capabilities are better positioned to capitalize on market opportunities during volatile conditions [3] Group 3 - The selection of actively managed equity funds is fundamentally about choosing the right fund manager, as their decisions directly impact fund performance [3][4] - The article introduces Zhang Ronghe, the proposed fund manager for the Guotai Qiming Return Mixed Fund, highlighting his extensive macroeconomic research background and investment philosophy [4][5] Group 4 - Zhang Ronghe's investment strategy focuses on macroeconomic fundamentals, selecting industries that benefit from economic cycles, and then choosing individual stocks based on specific indicators [5][6] - His management of the Guotai Blue Chip Selection Fund has yielded a 46.40% return over the past year, showcasing his ability to manage diverse risk-return profiles [6][8] Group 5 - Zhang Ronghe emphasizes risk control and client experience in his investment management, aiming to minimize drawdowns and enhance investor satisfaction [7][8] - His approach includes monitoring domestic policy fluctuations and overseas risks, focusing on cyclical sectors and core assets that are expected to perform well in the upcoming economic environment [9]
如何挑选主动权益基金？
Xin Lang Ji Jin·2025-09-17 09:30