股债双金牛,长跑赢回报,鹏华基金股债产品斩获两项金牛奖
Jin Rong Jie·2025-12-30 12:16

Core Insights - The 22nd China Fund Industry Golden Bull Award has been announced, highlighting the performance of Penghua Fund's equity and bond products, which have excelled in long-term performance and customer satisfaction [1] Group 1: Fund Performance - Penghua Youxuan Value Fund, managed by Wu Xuan, received the "Five-Year Open-End Stock Type Continuous Excellence Golden Bull Fund" award, achieving a net value growth rate of 58.05% over the past five years, ranking 26 out of 238 in its category [2] - Penghua Fenglu Bond Fund, managed by Liu Tao, won the "Seven-Year Open-End Bond Type Continuous Excellence Golden Bull Fund" award, with a net value growth rate of 43.16% over the past seven years, ranking 1 out of 277 in its category [3] Group 2: Investment Strategy - Wu Xuan emphasizes deep value investing, focusing on fundamentals and valuation while maintaining a low turnover rate, aligning with the high-quality development phase's requirements for patience and determination [2] - Liu Tao has provided consistent and stable returns through precise credit analysis and rigorous risk control over the past seven years [3] Group 3: Industry Trends - The Golden Bull Award's evaluation mechanism is increasingly oriented towards long-term performance, encouraging fund managers to focus on sustainable returns, which aligns with the core directive of "investor-centric" in the action plan for promoting high-quality development of public funds [4] - The regulatory push for long-term assessments and performance benchmarks complements the Golden Bull Award's long-term evaluation system, facilitating the industry's shift from "scale" to "return" [4] Group 4: Company Strategy - Penghua Fund has established a platform-based, professional team research system, aiming to create a "comprehensive fundamental investment community" [4] - The company employs group and category management for fund managers to maintain style stability, alongside long-term assessments and co-investment mechanisms to align team interests with client interests [4] - The recognition of Penghua Fund as a "dual Golden Bull" reflects its accumulated platform-based and systematic research capabilities, as well as its commitment to long-termism [4]