Core Insights - The main focus of the article is on the performance and management of the QuanGuo SiYuan Three-Year Holding Period Mixed A Fund, highlighting its strong returns and strategic investment approach under the management of fund manager Gang Dengfeng [1][4]. Fund Performance - As of November 14, 2025, the fund has achieved a year-to-date return of 31.36%, outperforming its benchmark growth rate of 17.08% and exceeding the average return of mixed funds during the same period [1]. - Over the past two years, the fund's return has been 36.37%, which is higher than the performance benchmark of 29.50% [1]. - The fund's total management scale reached 27.73 billion yuan, with a growth of 6.70 billion yuan (32.60%) in the last three months, bringing the scale to 27.25 billion yuan as of September 30, 2025 [1]. Fund Manager Profile - Gang Dengfeng, the current fund manager, has 16 years of experience in the securities industry and has held various positions in asset management and research [3]. - He has managed multiple funds prior to his current role, demonstrating a strong track record in fund management [3]. Investment Strategy - The fund manager is optimistic about sectors such as technological innovation, particularly in AI and consumer electronics, anticipating significant product launches in 2025 [4]. - The fund maintains a substantial position in leading companies in the lithium battery sector, which is expected to recover and grow following a recent downturn [4]. - Traditional industries are facing challenges, but potential opportunities may arise from supply-side policies and technological upgrades, particularly in sectors like electrolytic aluminum and steel [4].
泉果思源三年持有期混合A(018329)年内回报达31.36%，泉果基金刚登峰：依然看好AI技术突破带来的产业创新机会