Core Insights - The performance of equity funds has been impressive, with 4,749 equity funds reaching historical net value highs by the end of October 2025, despite a challenging market environment [1] - The top 20 performing equity funds from January to October 2025 all achieved over 100% returns, with a significant focus on computing power-related stocks [2][3] Group 1: Performance Overview - In the first ten months of 2025, 2,276 equity funds with over 100 million in scale were analyzed, with all top 20 funds achieving returns exceeding 103% [2] - The top five funds for this period include: 1. Yongying Technology Smart Selection Mixed Fund A (Code: 022364) with a return of 240.91% 2. China Europe Digital Economy Mixed Fund A (Code: 018993) with a return of 197.22% 3. Huian Growth Preferred Mixed Fund A (Code: 005550) with a return of 132.55% 4. Hongtu Innovation Emerging Industry Mixed Fund (Code: 001753) with a return of 131.09% 5. CITIC Construction Investment North Exchange Selected Two-Year Open Mixed Fund A (Code: 016303) with a return of 126.01% [2][3] Group 2: Fund Manager Insights - The manager of the China Europe Digital Economy Mixed Fund A, Feng Ludan, has emphasized a focus on artificial intelligence investments, noting the high valuations in the sector and the associated risks [5] - The top holdings of this fund include major companies in AI computing and internet sectors, such as Alibaba and Tencent [5] Group 3: Long-Term Performance - Over the past three years, the top performing funds include: 1. Dongwu New Trend Value Line Mixed Fund (Code: 001322) with a return of 255.34% 2. Dongwu Mobile Internet Mixed Fund A (Code: 001323) with a return of 238.47% [6][7] - Both funds are managed by Liu Yuanhai, who has a strong track record in the industry [10] Group 4: Five-Year Performance - In the last five years, the top funds include: 1. Dongwu Mobile Internet Mixed Fund A (Code: 001323) with a return of 296.10% 2. Dongwu New Trend Value Line Mixed Fund (Code: 001322) with a return of 293.24% [11][13] - These funds have consistently focused on technology and AI-related investments, reflecting a broader trend in the market [9][10]
超4700只权益基金创历史新高!今年来20强均是“翻倍基”!
Sou Hu Cai Jing·2025-11-12 10:33