最高收益率超70% 首批浮动费率基金期末“成绩单”揭晓

Core Insights - The first batch of floating rate funds has shown significant performance differences, with some funds focused on AI achieving over 70% returns, while others targeting consumer and healthcare sectors performed poorly [1][2]. Group 1: Fund Performance - As of December 27, the top-performing fund, Huashang Zhiyuan, achieved a return of approximately 71.75%, followed by Xinao Advantage Industry at 54.44%, with several other funds exceeding 40% returns [2]. - A total of 26 floating rate funds were launched, with 10 funds outperforming their benchmarks, representing less than 40% of the total [4]. Group 2: Investment Strategy - Fund managers are under pressure to balance between seeking excess returns and adhering closely to benchmark indices, which requires enhanced asset pricing and industry rotation judgment capabilities [6]. - The floating rate mechanism encourages fund managers to focus not only on absolute returns but also on the controllability of excess returns and drawdowns [7]. Group 3: Market Trends - The AI sector remains a core focus for many top-performing funds, with significant investments in leading AI stocks contributing to their success [3]. - The overall market, represented by the CSI 300 index, saw a rise of approximately 18.32% in the second half of the year, positively impacting the net asset values of these funds [4].