2026年基金”开门红“：黄金板块领涨，基金经理精准布局斩获超额收益

Core Insights - The public fund performance rankings for January 2026 have been released, highlighting strong returns for actively managed equity funds, which have become a focal point in the market [1] Fund Performance Summary - The top-performing actively managed equity funds for the year-to-date include: - Western Gain Strategy Optimal Mixed A with a return of 54.76% and a maximum drawdown of -3.96% [2] - Western Gain New Power Mixed A with a return of 53.95% and a maximum drawdown of -3.94% [2] - Western Gain Industry Theme Optimal Mixed A with a return of 48.43% and a maximum drawdown of -3.81% [2] - Other notable funds include GF Vision Intelligent Selection Mixed A (42.46% return) and Yinhua Tongli Selected Mixed (44.29% return) [2] Fund Manager Insights - Fund managers He Qi and Wang Ligang are frequently mentioned among the top performers. He Qi, who joined Western Gain Fund in June 2020, has made significant adjustments in the portfolio, reducing exposure to transportation and non-bank financial sectors while increasing investments in gold and precious metal resource stocks [3] - Wang Ligang has also effectively controlled drawdowns, focusing on similar sectors, particularly in gold stocks like Shandong Gold and Zijin Mining, benefiting from the sector's upward trend [3] Investment Strategies - Wang Ligang has articulated a clear investment logic, expressing a strong belief in the long-term trend of the gold sector, driven by geopolitical and economic restructuring, as well as central bank gold purchases [4] - His investment focus extends to innovative pharmaceuticals, military trade, pig farming, insurance, brokerage, aviation, and artificial intelligence, indicating a diversified approach to capitalizing on emerging opportunities in various sectors [4]