鹏华基金前名将王宗合病逝!管过500亿,创下千亿发行纪录
Sou Hu Cai Jing·2025-12-30 16:10

Core Viewpoint - The passing of Wang Zonghe, a prominent fund manager at Penghua Fund, marks a significant loss in the asset management industry, reflecting both his remarkable career and the challenges faced by fund managers in volatile markets [2][11]. Group 1: Career Highlights - Wang Zonghe was known as the "National Fund Manager" and achieved a peak fund management scale of over 50 billion yuan, particularly noted for the record-breaking 137.1 billion yuan in subscriptions for the Penghua Craftsmanship Selected Mixed Fund on July 8, 2020 [3][5]. - His investment philosophy focused on identifying top companies in leading industries, with a long-term bullish stance on the liquor sector, later diversifying into pharmaceuticals, new energy, and banking [5][6]. - Under his management, funds like Penghua Pension Industry and Penghua Consumption Preferred achieved significant returns, with annualized returns exceeding 10% and outperforming the CSI 300 index [5][6]. Group 2: Health and Departure - Wang Zonghe faced health issues starting in 2021 but continued to manage over 50 billion yuan in assets until he gradually stepped down from all 21 public funds between February and April 2023, officially resigning as vice president on February 8, 2024 [6][8]. - His departure from the industry was marked by a lack of official statements from Penghua Fund, highlighting the sudden nature of his exit [6]. Group 3: Fund Performance Post-Departure - After Wang's resignation, the Penghua Innovation Future Mixed Fund, which he managed, experienced a significant decline of 44.73% during his tenure, reflecting the challenges of market style shifts [8][9]. - The funds he previously managed, including the Penghua Craftsmanship Selected, saw a drastic reduction in scale and negative returns, indicating the ongoing struggles in the market [9][11].

鹏华基金前名将王宗合病逝!管过500亿,创下千亿发行纪录 - Reportify