两大赛道争先！公募最新业绩排名出炉

Core Viewpoint - In April, the overall performance of equity funds was poor, with sectors like consumer electronics and photovoltaics dragging down related thematic fund performance, while innovative pharmaceuticals saw a significant rebound, leading to strong performance in related thematic funds [1][7]. Group 1: Fund Performance - The overall net value of equity funds declined in April, with a monthly drop of 2.26%, ending a three-month rising trend [5]. - The performance of thematic funds related to consumer electronics, photovoltaics, coal, and steel was weak, with monthly net value declines exceeding 10% [6]. - Innovative pharmaceutical thematic funds and robotics thematic funds showed significant rebounds, with many innovative pharmaceutical funds achieving monthly gains of over 10% in April [7]. Group 2: Top Performing Funds - The top-performing funds in terms of year-to-date returns included: - Penghua Carbon Neutral Theme A: 64.87% YTD, 2.87% in April - Huatai-PB Hong Kong Advantage Selection A: 59.77% YTD, 14.89% in April - Qianhai Jingyuan Jiasen A: 58.23% YTD, 6.31% in April - CITIC Construction Investment North Exchange Selection A: 57.91% YTD, 13.62% in April - Longcheng Pharmaceutical Industry Selection A: 50.56% YTD, 16.77% in April [3]. Group 3: Market Outlook - Looking ahead, Morgan Stanley believes that the key factors affecting the macroeconomic fundamentals are the potential easing of tariffs and domestic policy support, with recent positive signals regarding tariffs [9]. - The market opportunities may shift towards sectors with strengthened industrial logic, particularly in domestic demand and self-sufficiency, as well as technology growth [9]. Group 4: Bond Market Recovery - The bond market began to stabilize in April after significant fluctuations in the first quarter, with some pure bond funds reaching new highs [10]. - Nearly 90% of pure bond funds achieved positive returns year-to-date, with several funds exceeding 3% returns [12].