Core Viewpoint - The article highlights the performance and investment strategy of Penghua Optimal Value Stock A, managed by Wu Xuan, emphasizing its ability to control risks while achieving excess returns and long-term capital appreciation [2][3]. Performance Summary - The fund has shown strong performance, with a five-year annualized return of 11.4%, consistently ranking among the top in its category [3][4]. - Year-to-date (YTD) return is 8.77%, with a one-year return of 15.21%, outperforming its benchmark and the CSI 300 index [4][8]. - The fund's maximum drawdown during Wu Xuan's management is only -19.3%, indicating effective risk management [10]. Fund Management - Wu Xuan has been managing the fund since its inception in late 2019, with a focus on deep value investing and risk control [7][13]. - The fund's total net asset size is 30.13 billion, with a low turnover rate, reflecting a long-term holding strategy [2][20]. Holdings and Sector Allocation - The fund maintains a balanced sector allocation, with significant investments in traditional sectors such as non-bank financials, banking, food and beverage, and textiles [15]. - Major holdings include China Telecom and China Mobile, which together account for over 18% of the portfolio [17][18]. Investor Composition - The fund has seen an increase in institutional ownership, reaching nearly 93% by the end of last year, indicating a preference for its stable investment style [21]. - The largest institutional holding accounts for approximately 14% of the fund, which is within regulatory limits to mitigate risks associated with large redemptions [24].
近五年年化超11%,又一只能打的深度价值基金!|1分钟了解一只吾股好基(六十一)
市值风云·2025-05-27 10:10