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绩优基金“大盘点”之主动权益篇,富二家的Top级宝藏基!
Sou Hu Cai Jing·2025-10-11 04:16

Core Insights - The article highlights the performance of various actively managed equity funds under the management of experienced fund managers at FuGuo Fund, showcasing their ability to navigate market volatility and achieve strong returns across different time frames [1][27]. Group 1: Fund Performance - Several funds managed by FuGuo Fund have ranked in the top 10% of their peers over various time periods, indicating strong performance and effective management strategies [1][42]. - The FuGuo ZhongXiaoPan Selected Mixed Fund (A Class 000940) has consistently ranked in the top 1% over the past 10 years, demonstrating exceptional long-term performance [4][48]. - The FuGuo Medical Innovation Stock Fund (A Class 019916) achieved the top rank in its category over the past year, reflecting successful investment strategies in the healthcare sector [31][42]. Group 2: Manager Expertise - Cao Jin, with over 16 years of experience, has successfully managed funds focusing on technology and new energy sectors, achieving top rankings across multiple time frames [3][4]. - Yang Dong, another experienced manager, has demonstrated strong performance in growth stocks and has maintained a balanced investment approach, with several funds ranking in the top 10% [8][9]. - New generation managers like Xu Zhixiang and Sun Quan have also shown impressive results, with their funds ranking highly in the new materials and emerging industries sectors [19][22]. Group 3: Sector Focus - The article emphasizes the importance of sector-specific strategies, with managers focusing on technology, healthcare, and consumer sectors to capture growth opportunities [27][33]. - FuGuo Fund's investment in the healthcare sector, particularly through the FuGuo Medical Innovation Stock Fund, highlights the potential for innovation-driven returns in this field [31][32]. - The consumer sector remains a core focus, with managers adept at identifying companies with sustainable competitive advantages amid changing market dynamics [33][35]. Group 4: Global Investment - FuGuo Fund's overseas investment team leverages extensive cross-border investment experience to identify global opportunities, with notable performance in international equity funds [39][40]. - The FuGuo Blue Chip Selected Stock Fund (QDII) has ranked second among its peers, showcasing the effectiveness of its global investment strategy [39][42].