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首次!这家个人系基金宣布增资,旗下产品业绩全面落后
中国基金报·2025-07-31 04:46

Core Viewpoint - Huiquan Fund has completed its first capital increase since its establishment, raising 4.68 million yuan, which brings its registered capital from 100 million yuan to 104.68 million yuan [4][5]. Group 1: Capital Increase Details - The capital increase was approved during the first extraordinary shareholders' meeting of 2025, with contributions from Liang Yongqiang, Meng Zhaoxia, and Chai Lei totaling 4.68 million yuan [4]. - The current shareholding structure includes Yang Yu (52.83%), Liang Yongqiang (29.61%), Meng Zhaoxia (2.01%), Chai Lei (1.51%), and three limited partnerships each holding 4.68% [4][5]. Group 2: Company Performance and Management Changes - Since its establishment in June 2020, Huiquan Fund has seen a decline in its public fund management scale, which dropped from around 3.5 billion yuan in late 2021 to approximately 2 billion yuan by mid-2023 [7]. - As of the end of Q2 this year, the total public fund management scale was reported at 2.438 billion yuan, with 10 funds under management, including 7 mixed funds and 3 bond funds [7][8]. - The company has experienced frequent changes in its executive team, with Liang Yongqiang stepping down as general manager in June 2023, and Chen Hongbin taking over the position [5]. Group 3: Investment Performance - Huiquan Fund's equity investment performance has been poor, with its equity funds yielding a return of -41.13% over the past three years, ranking 153rd out of 156 fund managers [8]. - The flagship product managed by Liang Yongqiang has a return of -46.83% since its inception in July 2021, while Yang Yu's fund has performed better with a return of 30.82% over the past year [9].