Core Insights - The report indicates a mixed performance in the stock market, with the Shanghai Composite Index declining by 0.51% and the Shenzhen Component Index falling by 1.16% during the period from June 16 to June 20, 2025 [2] - Among various fund types, actively managed equity funds decreased by 1.63%, while actively managed bond funds saw a slight increase of 0.09% [2] - The banking and telecommunications sectors showed relatively strong performance compared to other industries [8] Equity Funds - The banking sector outperformed other sectors during the reporting period, with notable performance from funds heavily invested in telecommunications and electronics [13] - Representative equity funds such as Tianhong Zhongzheng Bank ETF and Fuguo Zhongzheng 800 Bank ETF both achieved a return of 3.10% [14] - The report highlights that the average return of actively managed equity funds was lower than that of bond funds during this period [2][16] Fixed Income Funds - Long-term pure bond funds led the performance in the bond market, with an average return of 0.14% for the period [16] - The report notes that the average return for convertible bond funds was 4.25% year-to-date, indicating strong performance in this category [16] - The bond market indices showed a slight increase, with the China Bond Index rising by 0.29% [16] QDII Funds - Alternative asset QDII funds focused on energy commodities reported an increase of 4.03% during the period, outperforming other QDII categories [18] - The report indicates that the average return for alternative asset QDII funds focused on gold was significantly high at 27.55% year-to-date [18] - Overall, QDII funds experienced a mixed performance, with various categories showing different levels of returns [18][20]
基金市场周报:银行板块表现较优,主动投资债券基金平均收益相对领先-20250623
Shanghai Securities·2025-06-23 11:36