廿载华章 赓续未来 华商基金成立二十周年

Core Viewpoint - Huashang Fund celebrates its 20th anniversary in December 2025, reflecting on its commitment to prioritizing investor interests, professional value creation, and trustworthiness in the asset management industry [1] Group 1: Performance and Achievements - Since its establishment, Huashang Fund has focused on active management, achieving significant long-term returns in both equity and fixed income sectors. As of September 30, 2025, its active equity funds have a five-year absolute return of 120.39%, ranking 3rd among 141 comparable companies, and a seven-year return of 269.62%, ranking 2nd among 118 companies [2] - In the fixed income sector, Huashang Fund's active fixed income products have a five-year absolute return of 57.09%, ranking 1st among 129 companies, and a seven-year return of 90.43%, also ranking 1st among 108 companies [2] - The company has generated a total investment return of 49.805 billion yuan for public fund holders and provided dividend returns of 27.615 billion yuan as of September 30, 2025, showcasing its strong research and investment capabilities [3] - Huashang Fund has received 33 "Golden Bull Awards," including the "Golden Bull Outstanding Return Award" in December 2023, highlighting its commitment to active management and deep research [3] Group 2: Innovation and Product Development - Huashang Fund is a pioneer in fee reform, being one of the first companies to offer floating fee rate products, aligning management fees with fund performance to share risks and benefits with investors [4] - The company is actively expanding its index-enhanced product offerings, having launched products covering various indices such as the CSI A500 and the STAR Market 100, combining active stock selection with index investment tools to provide investors with alpha returns [4] Group 3: Corporate Culture and Responsibility - The company emphasizes a culture of "focus" and "responsibility," which has enabled it to overcome challenges and achieve steady growth, reflecting its commitment to long-termism and high-quality development [5] - Huashang Fund's corporate philosophy is centered on "integrity as the foundation, wisdom creates wealth," with a mission to optimize resource allocation and create wealth for investors [6] - The company is committed to enhancing investor services through education, customer experience optimization, and digital transformation, aiming to improve investor satisfaction and trust [6] Group 4: National Development and Future Outlook - As it marks its 20th anniversary, Huashang Fund recognizes its development is closely tied to China's economic future and the mission of building a strong financial nation [7] - The company is dedicated to serving national strategies by focusing on key areas such as technological innovation, green finance, and digital finance, contributing to the high-quality development of the real economy [7] - Looking ahead, Huashang Fund aims to continue its commitment to active management, long-termism, and innovation, striving to become a leading asset management institution [8]