Market Overview - The A-share market in 2025 showed a clear upward trend amidst structural fluctuations, with the Shanghai Composite Index reaching a nearly ten-year high and touching the 4000-point mark [1] - The market capitalization of A-shares surpassed 100 trillion yuan, with an average daily trading volume exceeding 1.7 trillion yuan, indicating sustained market activity [1] Fund Performance - Over 96% of active equity funds established for more than a year achieved positive returns, with 75 funds doubling their value within a year [2] - Among these, E Fund stood out by having 10 of the "doubling funds," showcasing its strong active management capabilities [2] - Notable fund managers like Wu Yang and Liu Jianwei achieved annual returns around 120% and 110% respectively, with their funds performing exceptionally well [2] Long-term Performance Metrics - The focus on long-term performance has increased, with a new regulatory framework emphasizing long-term return assessments for funds [5] - In the past three years, 41 active equity funds achieved annualized returns over 30%, with E Fund having five of these funds, leading among fund companies [5] - In the last five years, E Fund also had a significant number of funds with annualized returns exceeding 15% [5] Fund Management and Strategy - E Fund's investment strategy emphasizes a robust research and investment system, which has been crucial for its performance [8] - The company employs a "large platform, small team" management model, integrating internal and external resources to enhance investment and research capabilities [8] - This approach aims to create sustainable alpha and deliver stable long-term returns for clients in a complex market environment [8]
主动权益基金迎来“业绩大年”,易方达基金以10只“翻倍基”领跑市场
Zhi Tong Cai Jing·2026-01-06 06:37