官宣!公募“绩优生”翟相栋,离任!
券商中国·2025-08-09 09:31

Core Viewpoint - The article discusses the recent departure of notable fund manager Zhai Xiangdong from the China Merchants Fund, highlighting the implications for the fund's performance and management transition [2][3][4]. Group 1: Departure of Zhai Xiangdong - Zhai Xiangdong has left his position as the manager of the China Merchants Advantage Enterprise Mixed Fund due to personal reasons, with Lu Wenkai taking over the management [2][3]. - Zhai Xiangdong is recognized as a high-performing fund manager, achieving significant returns during turbulent market conditions, with the fund's performance showing a cumulative return of 124.59% over his management period [4][5]. Group 2: Fund Performance and Management Transition - Under Zhai's management, the fund grew from a size of less than 40 million to 8.132 billion yuan, achieving returns of 27.25% and 30.16% in 2023 and 2024 respectively, and a year-to-date return of 23.88% [4][6]. - Lu Wenkai, the new manager, aims to maintain the fund's performance by employing a value and growth-focused investment strategy, with a balanced approach to sector allocation [6][7]. Group 3: Industry Trends - The article notes a trend of high-performing fund managers leaving the public fund industry, with 235 departures reported this year, despite an increase in the total number of fund managers to 4,066 [8][10]. - The departures are attributed to changes in market conditions, adjustments in assessment mechanisms, and pressures from industry transformation [10].

官宣!公募“绩优生”翟相栋,离任! - Reportify