Core Insights - The performance of actively managed equity funds in China has been evaluated over different time frames, revealing which fund companies have excelled in various market conditions [2][6]. Long-term Performance (10 Years) - The top three fund companies over the last decade (2016-2025) are: - Caitong Fund with an average net value growth rate of 291.18%, ranking first among 97 companies [3][4]. - Xinda Australia with a growth rate of 270.88%, ranking second [5]. - Huashang Fund with a growth rate of 185.80%, ranking third [5]. - The average returns of medium and large fund companies significantly outperformed small fund companies, with medium companies averaging 119.75% and large companies 98.67%, while small companies averaged 75.72% [6]. Medium-term Performance (5 Years) - In the five-year period from 2021 to 2025, the top performers are: - Jinyuan Shun'an with a return of 132.07%, ranking first among 139 companies [8][9]. - Dongwu Fund with a return of 129.82%, ranking second [9]. - Zhonggeng Fund with a return of 101.08%, ranking third [10]. - Notable fund managers contributing to these performances include Miao Weibin from Jinyuan Shun'an and Liu Yuanhai from Dongwu Fund [8]. Short-term Performance (3 Years) - Over the last three years (2023-2025), the leading fund companies are: - Huarun Yuanda with an average return of 148.30%, ranking first among 149 companies [12][14]. - Dongwu Fund with a return of 136.86%, ranking second [14]. - Debang with a return of 119.38%, ranking third [14]. - The performance of these companies reflects their ability to adapt to market volatility and capitalize on sector rotations [12]. 2025 Performance - In 2025, the best-performing fund companies include: - Zhonghang Fund with an average return of 133.44% [16][17]. - Kaishi with a return of 117.71% [17]. - Debang with a return of 82.45% [17]. - The overall market saw 159 fund companies achieve positive returns, indicating a recovery phase [16].
重磅!50强榜单,刚刚发布
Zhong Guo Ji Jin Bao·2026-01-03 09:32