Group 1 - Multiple public funds, including Allianz Fund, Guotai Junan UBS, Huabao Fund, and Legg Mason Fund, have been taken to court in January 2026 for various disputes, including financial trust management contract disputes, unjust enrichment, and labor disputes [1] - Allianz Fund, a wholly-owned subsidiary of Allianz Investment, was established in September 2023 and manages approximately 1 billion yuan, ranking 149th among 164 licensed public fund institutions [3][5] - The case against Allianz Fund involves a claim of unjust enrichment by a plaintiff named Zhang, with a court date set for January 13, 2026 [2][3] Group 2 - Guotai Junan UBS and its well-known fund manager Shi Cheng are facing dual lawsuits for financial trust management contract disputes, which is a rare occurrence in the public fund industry [8] - The core dispute involves the Guotai Junan UBS Jinbao Flexible Allocation Mixed Fund, which has shown a total return of 103.1% under Shi Cheng's management, ranking in the top 14% among similar funds [9][10] - Despite past successes, the fund experienced significant drawdowns, with a peak decline of over 71% in August 2024, leading to poor performance rankings in subsequent years [10][12] Group 3 - Huabao Fund and Legg Mason Fund are also involved in labor disputes, with Huabao Fund facing a lawsuit from former fund manager Chen Long due to labor-related issues [16][18] - Chen Long managed two funds that performed poorly during his tenure, with losses of 54.8% and 46.75%, while the funds saw significant recovery after his departure [18][19] - Legg Mason Fund's former vice president Zhu Jianrong is also in a labor dispute with the company, highlighting ongoing internal conflicts within public funds [19][20] Group 4 - Allianz Fund has clarified that it has no business relationship with the accused party, Feilai (Beijing) Technology Co., and has reported fraudulent activities involving impersonation of its staff [5][7] - The company has warned investors to be cautious of scams and has reported incidents of losses due to fraudulent activities [5][7] - The legal issues faced by these funds may impact investor confidence and the overall reputation of the public fund industry in China [1][8]
基金公司开年涉诉,案情多不一样
2 1 Shi Ji Jing Ji Bao Dao·2026-01-05 14:30