平安基金十五载芳华正茂：坚持做长期正确的事，持续为客户创造价值

Core Viewpoint - The public fund industry in China is transitioning from "rapid growth" to "high-quality development," with Ping An Fund celebrating its 15th anniversary in 2026, having grown significantly in assets and client base while focusing on long-term value creation [1][2]. Group 1: Company Growth and Achievements - Ping An Fund has grown from inception to a leading asset management company, managing nearly 900 billion yuan in assets by the end of 2025 and serving over 970 institutional clients and more than 170 million channel clients, generating a total profit of 80 billion yuan for its clients [1]. - The fund's active equity management scale doubled by the end of 2025, with an average annual return of 48.31%, ranking third in the market for the percentage of products exceeding a 50% return [3]. - Over the past seven years, Ping An Fund's equity funds achieved a return of 296.07%, ranking sixth in the market, while the ten-year average return reached 98.83%, placing it in the top third of the market [3]. Group 2: Investment Research and Strategy - The company has established a platform-based investment research system that emphasizes long-term value creation, integrating talent and platform development, and employing a multi-strategy approach [2]. - Ping An Fund's fixed income management scale surpassed 600 billion yuan by the end of 2025, with a comprehensive research framework covering various fixed income investment types [4]. - The fund has innovated in index products, leading in several categories, including the largest public REIT and the first cross-sea bridge REIT in China [5]. Group 3: Product and Service Development - The product line of Ping An Fund includes a diverse range of investment tools, covering over 50 strategies across various asset classes, including money market, bonds, mixed funds, and alternative assets [5]. - The company has launched innovative products such as the first floating management fee equity fund and the first absolute return strategy ETF-FOF product [5]. - Ping An Fund has developed smart solutions for investment research, operations, sales, and risk control, enhancing the overall investor experience [6]. Group 4: Social Responsibility and Community Engagement - The company actively engages in social responsibility initiatives, focusing on educational philanthropy through various donation and support activities aimed at improving educational quality for students [7]. - Ping An Fund emphasizes financial literacy and investor education, conducting numerous educational activities and community outreach programs to enhance financial awareness [6][7].