光大保德信基金12只产品近一年业绩跻身同类前20%

Core Insights - The overall performance of A-shares has shown an upward trend since 2025, with increased sector rotation and heightened investment difficulty. Concurrently, the 10-year government bond yield has entered the "1 era," presenting multiple challenges for fixed-income investments, including reduced coupon income [1] Group 1: Equity Investment Performance - Several products from Everbright Prudential Fund have performed exceptionally well, with 12 products ranking in the top 20% of their categories as of November 30, 2025 [1] - Specific equity funds such as Everbright Jinhong A, Everbright Industrial New Power A, Everbright Hengxin A, and Everbright Chengxin A have achieved returns in the top 15% of their categories, ranking 11th, 12th, 12th, and 13th respectively [1][4] - The Everbright Dynamic Selection A fund also performed well, ranking in the top 16% of its category over the past year [1] Group 2: Management Expertise - The funds Everbright Industrial New Power A and Everbright Dynamic Selection A are managed by Fang Lei, who specializes in the technology growth sector and has effectively expanded his investment capabilities [2] - The top ten holdings of Everbright Industrial New Power A as of September 30, 2025, included nine companies focused on the semiconductor industry, with a combined weight exceeding 61% [2] - Both funds managed by Fang Lei have consistently ranked in the top 20% over the past three years, with rankings of 15th and 16th in their respective categories [2] Group 3: Fixed-Income Investment Performance - In the fixed-income sector, several products from Everbright Prudential Fund have also shown strong performance, with five products ranking in the top 10% of their categories for the past year [2] - Specific rankings include Everbright Zhonggao Grade A at 3rd out of 271, Everbright Tianyi A at 8th out of 510, and Everbright Shengli A at 10th out of 271 [2][4] - Other products like Everbright Dingli A and Everbright Zunyu have also ranked in the top 20% of their respective categories for long-term pure bond funds and fixed-open pure bond funds [2] Group 4: Management Team and Strategy - The fixed-income products Everbright Zhonggao Grade A, Everbright Zengli A, and Everbright Tianyi A are managed by Huang Bo, who has over 13 years of experience in the securities industry and more than 9 years in investment management [3] - Huang Bo's expertise includes multi-strategy investment management and risk control, aiming to provide consistent returns for investors [3] - Everbright Prudential Fund emphasizes the importance of research and team building to enhance overall investment management capabilities, focusing on product innovation and technology-driven efficiency [3]