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三季度收官 中欧基金7只产品上榜“双十”
Bei Jing Shang Bao·2025-10-21 12:05

Core Insights - The article highlights the strong performance of public funds, particularly active equity funds, which have generated substantial excess returns over the long term, with notable figures such as 160.79% and 114.6% returns for active stock and mixed funds respectively over the past decade [1][2] - The article emphasizes the success of China Universal Asset Management, which has multiple "Double Ten Funds" that have achieved annualized returns exceeding 10% since their inception [1][2] Group 1: Fund Performance - Active equity funds have outperformed stock ETFs over the past decade, with returns of 160.79% for active stock funds compared to 82.07% for ETFs [1] - China Universal Asset Management has seven funds classified as "Double Ten Funds," with annualized returns of 14.02%, 10.63%, 12.87%, 16.27%, 10.78%, 11.92%, and 10.53% respectively [1] Group 2: Investment Strategy - The investment strategy of China Universal Asset Management, particularly under the management of Zhou Weiwen, focuses on balanced allocation, combining growth and value investments [3][4] - Zhou Weiwen's approach includes a diversified portfolio that captures both market hotspots and undervalued sectors, demonstrating a long-term investment philosophy [3][4] Group 3: Research and Development - The company has established a robust investment research system, termed "China Universal Manufacturing," which emphasizes professional, industrialized, and intelligent investment strategies [7][8] - The investment team consists of over 240 professionals, with more than 90 having over 10 years of experience, ensuring a comprehensive coverage of various sectors [8] Group 4: Market Adaptation - The shift in China's economic drivers from infrastructure to new productivity necessitates a new investment paradigm, focusing on sustainable long-term returns rather than short-term performance [5][9] - The evolving market environment and regulatory changes emphasize the need for a systematic approach to investment, moving away from chasing hot sectors [6][9]