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聪明资金买买买!这只“固收+”基金成立以来回报超185%
水皮More·2025-09-08 10:17

Core Viewpoint - The article emphasizes the importance of selecting "fixed income+" funds, particularly highlighting the performance and stability of the Guangfa Juxin Bond Fund, which has garnered significant institutional support and has a strong historical return profile [2][15]. Group 1: Fund Selection Criteria - The A-share market has seen increased volatility, leading many investors to favor "fixed income+" funds, which combine bond and equity investments [2]. - A review of mid-year reports from 2020 to 2025 shows that there are fewer than 150 "fixed income+" products with over 80% institutional ownership, indicating a limited selection of well-regarded funds [2][3]. Group 2: Performance Metrics - Guangfa Juxin Bond Fund has achieved an annualized return of 8.98% since its inception in June 2013, making it the top performer among institutional favorites [5][8]. - Among the top 10 "fixed income+" funds, four have annualized returns exceeding 7%, while five others are above 6.5% as of September 2025 [5][8]. Group 3: Fund Manager Stability - The fund manager, Zhang Qian, has managed Guangfa Juxin for over 12 years, showcasing a rare level of stability in the industry [9][10]. - Zhang Qian's investment philosophy focuses on achieving optimal risk-adjusted returns, with a balanced approach to asset allocation [9]. Group 4: Investor Base - As of mid-2025, Guangfa Juxin Bond Fund has approximately 82,517 individual investors, with institutional holdings accounting for 87.65% of the total shares [12][14]. - The fund's total assets reached 12.592 billion yuan, making it one of the few "fixed income+" funds with over 10 billion yuan in assets [12][13]. Group 5: Conclusion - Guangfa Juxin Bond Fund stands out as a key product in the secondary bond fund category due to its strong institutional backing, stable management, and impressive historical performance, making it a noteworthy option for investors seeking steady returns [15].