Group 1 - In September 2023, among 7344 comparable bond funds, 3326 funds (45%) reported positive performance, while 3856 funds experienced declines [1][2] - The top-performing funds included ICBC Convertible Bond Preferred A and C, with returns of 8.48% and 8.45% respectively, managed by Chen Han [1][2] - Other notable funds with over 6% returns included Hengsheng Qianhai Hengyu Bond C and Huaxia Convertible Bond Enhanced A and C [2][3] Group 2 - The Hengsheng Qianhai Hengyu Bond C primarily invests in corporate and financial bonds, with significant holdings in various bonds [2] - Huaxia Convertible Bond Enhanced A, managed by He Jiaqi, has a stock allocation of 23.74%, including leading semiconductor stocks [2][3] - The performance of bond funds varied, with only five funds showing declines exceeding 3% in September [3][4] Group 3 - The top five declining funds included Huatai Baoxing Zunyi Rate Bond C and A, both down approximately 3.24% and 3.23% respectively, primarily holding government bonds [3][4] - Other funds with declines over 2.5% included Mingya Stable 3-Month Holding Period Bond C and A, among others [3][5] - The data indicates a mixed performance landscape for bond funds, with a significant number of funds achieving positive returns while others faced notable declines [1][3]
9月份45%债券型基金上涨 工银可转债优选债券涨超8%
Zhong Guo Jing Ji Wang·2025-10-13 00:15