Core Insights - The A-share market has shown significant profit-making effects this year, boosting the "fixed income +" fund sector and driving the growth of traditional equity firms' "fixed income +" businesses [1][4] - In particular, the performance of Invesco Great Wall's "fixed income +" funds has been outstanding, with an average return of 6.83% year-to-date, significantly outperforming various bond indices [1][4] Fund Performance - In the secondary bond fund sector, the Invesco Great Wall Jingyifengli fund has achieved a return of 20.73% this year, ranking 9th out of 502 in the past year and 1st out of 421 over the past two years [1][2] - The Invesco Great Wall Ningjing fund, managed by Dong Han and Li Xunlian, has employed a barbell strategy, achieving a return of 13.05% this year, with strong rankings in the past three years [2] - The Invesco Great Wall Stable Income fund, managed by Li Xunlian and He Jiangbo, has focused on convertible bonds, achieving a return of 9.75% this year, ranking 10th out of 267 in the past year [3] Risk Management and Strategy - The average maximum drawdown for the 24 "fixed income +" funds is -2.34%, which is lower than the average drawdown of -3.28% for similar funds [3] - Invesco Great Wall emphasizes the diversity of enhancement strategies across its "fixed income +" products, tailoring strategies to different fund managers' styles and client risk preferences [3][4] Overall Investment Capability - Invesco Great Wall ranks first among large fixed income fund companies in absolute returns over the past two, three, and five years, according to a report by Guotai Junan Securities [4] - The company's strong equity investment capabilities complement its fixed income performance, contributing to the overall success of its "fixed income +" funds [4]
多只基金收益超10%!景顺长城“固收+”表现亮眼
Xin Lang Ji Jin·2025-10-27 07:34