Workflow
Wind-HKCAMA 2024年四季度香港离岸中资公募基金业绩榜
Wind万得·2025-02-27 22:43

Core Viewpoint - The article highlights the performance rankings of various types of funds in Hong Kong, providing transparency and accurate information for mainland investors, and emphasizes the collaboration between Wind and HKCAMA to present these rankings [1]. Fund Performance Rankings Equity Funds - The top-performing five-year equity fund is the "Fuguo China Small Cap Growth Fund I-USD" with a return of 61.97% [2]. - The three-year top performer is the "Zhongyin Baosheng China Value Fund A-HKD" with a return of 22.11% [3]. - The one-year leader is the "Ruiyuan China Equity Fund I-HKD" with a return of 46.66% [4]. Passive Index Funds - The five-year top passive index fund is the "Zhongyin Baosheng North America Index Fund A-HKD" with a return of 90.39% [5]. - The three-year leader is the "Zhongyin Baosheng S&P 500 US Stock Index Fund A-HKD" with a return of 26.59% [6]. - The one-year top performer is also the "Zhongyin Baosheng S&P 500 US Stock Index Fund A-HKD" with a return of 23.75% [7]. Bond Funds - The five-year top bond fund is the "Huaxia Selected Asian Bond Fund I-USD" with a return of 26.48% [8]. - The three-year leader is the "Taikang Kaitai Overseas Short-Term Bond Fund I-USD" with a return of 22.52% [9]. - The one-year top performer is the "Huaxia Selected Stable Income Fund A-USD" with a return of 12.88% [10]. Mixed Funds - The five-year top mixed fund is the "Zhongyin Hong Kong All-Weather Global Investment Fund A1-USD" with a return of 54.13% [12]. - The three-year leader is the same fund with a return of 45.71% [13]. - The one-year top performer is again the "Zhongyin Hong Kong All-Weather Global Investment Fund A1-USD" with a return of 38.39% [14]. Money Market Funds (USD) - The five-year top money market fund is the "Dacheng Money Market Fund M-USD" with a return of 15.62% [18]. - The three-year leader is the "Ping An Money Fund I-USD" with a return of 13.82% [19]. - The one-year top performer is the "Taikang Kaitai USD Money Fund M-USD" with a return of 5.74% [20]. Money Market Funds (HKD) - The five-year top HKD money market fund is the "E Fund (Hong Kong) HKD Money Market Fund I-HKD" with a return of 12.57% [18]. - The three-year leader is the "Taikang Kaitai HKD Money Fund M-HKD" with a return of 11.90% [19]. - The one-year top performer is the "Taikang Kaitai HKD Money Fund M-HKD" with a return of 4.80% [20]. Greater China Funds - The five-year top Greater China equity fund is the "Fuguo China Small Cap Growth Fund I-USD" with a return of 61.97% [22]. - The three-year leader is the "Zhongyin Baosheng China Value Fund A-HKD" with a return of 22.11% [23]. - The one-year top performer is the "Ruiyuan China Equity Fund I-HKD" with a return of 46.66% [24]. Greater China Bond Funds - The five-year top Greater China bond fund is the "China Ping An Selected RMB Bond Fund A-CNY" with a return of 11.95% [26]. - The three-year leader is the "Minyin Ronghui Greater China Selected Bond Fund I-USD" with a return of 9.81% [27]. - The one-year top performer is the "Zhongyin Hong Kong All-Weather China High-Yield Bond Fund A1-CNY" with a return of 7.92% [28]. Overseas Market Funds - The five-year top overseas market equity fund is the "Zhongyin Baosheng North America Index Fund A-HKD" with a return of 90.39% [30]. - The three-year leader is the "Zhongyin Baosheng S&P 500 US Stock Index Fund A-HKD" with a return of 26.59% [31]. - The one-year top performer is the "Zhongyin Baosheng S&P 500 US Stock Index Fund A-HKD" with a return of 23.75% [32]. ETF Performance - The five-year top ETF by average daily trading volume is the "Huaxia CSI 300 Index ETF" with an average daily trading volume of 314.83 million HKD [45]. - The three-year leader is the "Nanfang Dongying Hang Seng Technology Index ETF" with an average daily trading volume of 1986.05 million HKD [46]. - The one-year top performer is the "Nanfang Dongying Hang Seng Technology Index ETF" with an average daily trading volume of 2578.52 million HKD [47].