华商润丰灵活配置混合C近5年涨幅高达215% 近5年业绩排名同类第一

Core Viewpoint - Huashang Fund's product, Huashang Runfeng Flexible Allocation Mixed C, has achieved a remarkable net value growth rate of 215.01% over the past five years, ranking first among its peers [1][4]. Performance Summary - As of the end of Q3 2025, Huashang Runfeng Flexible Allocation Mixed C has consistently delivered positive returns across market cycles since its inception in June 2019, providing a good holding experience for investors [1]. - The fund's performance over various time frames is as follows: - Last five years: 215.01% net value growth rate, ranking 1st among 131 similar funds, with a benchmark return of 13.13% [1]. - Last three years: 159.29% net value growth rate, ranking 2nd among 216 similar funds, with a benchmark return of 21.44% [1]. - Last year: 110.48% net value growth rate, ranking 1st among 313 similar funds, with a benchmark return of 13.74% [1]. - Annual performance since inception: - 2024: 32.77% net value growth rate, benchmark return 11.36% [1]. - 2023: 0.64% net value growth rate, benchmark return -5.47% [1]. - 2022: 2.94% net value growth rate, benchmark return -12.97% [1]. - 2021: 8.52% net value growth rate, benchmark return 1.29% [1]. - 2020: 58.78% net value growth rate, benchmark return 18.27% [1]. - 2019: 6.50% net value growth rate, benchmark return 8.28% [1]. Manager's Investment Philosophy - The fund manager, Hu Zhongyuan, emphasizes a "risk-return ratio priority" investment philosophy, shaped by his unique background in bond trading and investment [1][2]. - His investment system focuses on mid-level industry comparisons without a clear preference for specific industries, relying on subjective value and industry trends as primary judgment criteria [2]. - The portfolio management strategy involves diversified allocation, with no single sector holding exceeding 30%, and a balanced distribution across various segments of the industry chain [2][3]. Fund Management Performance - Huashang Fund's active equity funds have achieved an absolute return rate of 269.62% over the past seven years, ranking 2nd among 118 comparable companies [3]. - The active fixed income funds have reached an absolute return rate of 90.43%, ranking 1st among 108 comparable companies [3]. - The company aims to leverage its active management advantages to enhance research capabilities and provide stable returns for investors in the future [3].