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逾九成赚钱!主动权益基金持续回暖,最高收益已超120%
券商中国·2025-08-13 08:47

Core Viewpoint - The active equity funds are gaining attention in the market due to both the scale of issuance and investment performance, with over 95% of these funds achieving profitability in the last three months [1][5]. Group 1: Fund Issuance and Performance - As of August 12, several public funds, including E Fund and China Europe Fund, have announced the early closure of their second batch of floating rate funds due to high demand [3][4]. - New active equity funds are increasingly being launched, with multiple products exceeding 1 billion yuan in size, and the largest fund reaching nearly 2.5 billion yuan, marking the largest issuance scale of the year [1][4]. - The first batch of 26 floating rate funds raised nearly 26 billion yuan, with an average size of nearly 1 billion yuan and over 260,000 effective subscriptions [3][4]. Group 2: Fund Performance Metrics - Over 95% of active equity funds have achieved profitability in the last three months, with an average return of 12.49% across ordinary stock funds [5][9]. - Notably, 169 funds have returned over 20% in the last three months, with 12 funds exceeding 50% returns, including those focused on healthcare and technology sectors [5][9]. - Year-to-date, some funds have reported returns exceeding 100%, with the highest being over 120% [5][9]. Group 3: Sector Performance - The performance of active equity funds is not limited to healthcare; technology sectors such as semiconductors, integrated circuits, and robotics have also shown significant returns [1][9]. - Funds like the Financial Technology Industry A and Debon Technology Innovation Fund have reported returns exceeding 40% in the last three months [9]. Group 4: Market Outlook and Investment Strategy - The market liquidity remains supportive, and there is optimism for the short-term performance of A-shares, with a focus on "big technology + big finance" investment strategies [11][12]. - The rapid advancements in artificial intelligence and other technologies are expected to reshape various industries, indicating potential for significant investment opportunities in the coming years [11][12].