Core Insights - The article discusses the release of a "Long-term Profit List" by the Nanfang Financial Management Group, aimed at identifying investment products with sustainable long-term returns, excluding those that only achieve short-term gains [1] Group 1: Product Performance - The list includes pure fixed-income products with a minimum establishment period of one year and an investment cycle of three months or less, evaluated based on a weighted annualized return [1][5] - The top product, "Fuzhu Pure Bond 14-Day Holding Period 17A" from Minsheng Financial, has a weighted annualized return of 6.50% and an establishment annualized return of 6.07% [3][5] - Other notable products include "Fuzhu Pure Bond 91-Day Holding Period 9A" with a weighted annualized return of 5.50% and "Anmingjia Fixed Income 21-Day Holding Period" with a return of 5.18% [3][4] Group 2: Investment Strategy and Asset Allocation - The top product plans to invest at least 80% of its assets in fixed-income securities, with a maximum of 5% in fixed-income derivatives [5] - As of the end of Q3 2025, the underlying assets of the top product include 56.05% in bonds and 20.35% in asset-backed securities, with cash assets making up 22.55% [6] - The second-ranked product also follows a similar strategy, focusing on medium to low duration and leverage in its asset allocation [6] Group 3: Market Outlook - The management team anticipates continued volatility in the bond market and suggests focusing on trading opportunities while maintaining a cautious credit allocation [7]
理财公司长盈纯固收榜单出炉!4家理财公司产品上榜
2 1 Shi Ji Jing Ji Bao Dao·2025-12-18 08:09