嘉实基金何如离任：指数投资“老舵手”因年龄原因卸任，嘉实沪深300ETF等6只产品平稳交接
Xin Lang Cai Jing·2026-01-14 08:40

Core Viewpoint - The announcement of fund manager changes at Harvest Fund marks the retirement of He Ru due to age, ending her nearly 19-year association with the company and over 11 years as a fund manager [1][14]. Group 1: Manager Background and Performance - He Ru has a diverse career with international and domestic experience, having worked at IA Clarington and Franklin Templeton before joining Harvest Fund in June 2007 [2][15]. - During her tenure, He Ru managed 36 funds, with a total asset size of 223.84 billion yuan across six index products, including flagship ETFs [2][15]. - Her managed products achieved an annualized return of 8.99%, significantly outperforming the benchmark CSI 300 index, showcasing her expertise in index investment management [2][15]. Group 2: Transition of Management - Following He Ru's departure, the management of the six products will transition to four experienced fund managers from the index investment department [4][17]. - Liu Jiayin will manage the Harvest CSI 300 ETF and its LOF version, with a management history of 9.82 years and a total fund size of 225.75 billion yuan [4][17]. - Li Zhi will take over the Harvest CSI 500 ETF and its LOF version, with 9.40 years of experience and a total fund size of 21.01 billion yuan [6][20]. - Shang Ke will manage the Harvest A50 ETF LOF, with a management history of 2.01 years and a total fund size of 6.10 billion yuan [8][22]. - Zhang Zhongyu will oversee the Harvest National Communication ETF LOF, with 10.49 years of experience and a total fund size of 19.18 billion yuan [11][24]. Group 3: Market Implications - The transition reflects the maturity of Harvest Fund's index investment research team, with new managers already involved in product management, ensuring continuity and stability in investment strategies [13]. - The change in key fund managers is significant in the context of the growing importance of passive investment tools, and market observers will closely monitor the new team’s performance [13].