10月份超九成债基上涨 工银可转债债券涨4.15%

Core Insights - In October, 6837 out of 7419 comparable bond funds achieved positive performance, representing 92% of the total [1] - The top-performing fund, ICBC Convertible Bond Fund, recorded a return of 4.15%, the only fund to exceed 4% in October [1] - The fund's asset allocation includes 61% in bonds, with 80% of that in convertible bonds, and 37% in equities, primarily in undervalued airline and brokerage stocks [1] Fund Performance - ICBC Balanced Return 6-Month Holding Period Bond A and C rose by 3.61% and 3.59% respectively in October, with major holdings in government and financial bonds [2] - Other notable performers include CITIC Prudential Stable Bond C (3.66%), CITIC Prudential Stable Bond A (3.65%), and several others with returns ranging from 2.72% to 2.90% [2] - Conversely, 11 bond funds experienced declines exceeding 3%, with Jin Ying Yuan Feng Bond A and C falling by 3.45% and 3.48% respectively [2] Asset Allocation - Jin Ying Yuan Feng's bond assets account for nearly 80%, primarily in convertible bonds, with top holdings in various convertible bonds and stocks in technology and data sectors [3] - Other funds like Zhonghai Convertible Bond A and Dongfang Convertible Bond C also reported declines, with losses around 2.84% to 2.87% [3] Fund Management - The current manager of ICBC Convertible Bond Fund, Huang Shiyuan, has been with the firm since 2013 and has been managing the fund since September 2021 [1] - The management team for Dongfang Convertible Bond includes experienced professionals with backgrounds in fixed income research and investment management [3]