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权益基金业绩爆发,哪些基金大厂亮剑?
Xin Lang Cai Jing·2025-10-22 04:04

Core Viewpoint - The A-share market has shown signs of recovery in 2023, with public equity funds seizing opportunities for performance improvement, particularly among established fund companies that are transforming their strategies and moving beyond reliance on "star fund managers" [1][4]. Group 1: Market Performance and Fund Company Rankings - As of October 20, 2023, 29 out of the top 50 performing funds in terms of annual returns are from the top 20 equity fund companies, with notable contributions from E Fund (6 funds), Fortune (4 funds), and Huaxia (3 funds) [2][3]. - The average return of active equity funds across all fund companies is 25.93%, with large and medium-sized firms showing better performance due to their comprehensive research and investment systems [6][7]. - The top-performing fund company for the third quarter of 2023 is Zhongou Fund, achieving a return of 41.26%, followed by Huitianfu Fund at 40.28% and E Fund at 39.63% [8][9]. Group 2: Long-term Performance and Strategy Shifts - Over the past five years, the top 20 fund companies have faced varying performance pressures, with Huatai Baichuan leading with a return of 39.3%, followed by Huaxia and Huabao with 36.64% and 32.99% respectively [9][10]. - The industry is witnessing a shift from individual fund manager reliance to a more systematic approach in investment research and operations, aiming for sustainable growth and investor trust [4][6]. - Zhongou Fund's reform in its investment research system emphasizes a collaborative and industrialized approach to enhance long-term performance and adaptability in the market [6][7].