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超80只权益基金年内业绩翻倍
21世纪经济报道·2025-09-22 01:00

Core Insights - The article highlights the significant performance of equity funds in 2023, with over 97% achieving positive returns and 81 funds doubling their performance [1][6] - Institutional investors are heavily investing in the CSI 300 ETF and increasing their positions in Hong Kong Stock Connect technology-themed ETFs [1][8] - Fund management companies are showing confidence in long-term investments by increasing their holdings in their own pension funds [1][20] Group 1: Institutional Investor Holdings - Institutional investors are primarily holding ETFs, with the top 20 equity funds being ETF products, predominantly broad-based ETFs [4][7] - The top four funds held by institutions are all tracking the CSI 300 index, with the Huatai-PB CSI 300 ETF leading with over 300 billion yuan in holdings [7][8] - The appeal of the CSI 300 ETF to institutional investors is attributed to its large scale, liquidity, and the ability to quickly build positions [8] Group 2: Fund Management Company Holdings - Fund management companies are significantly investing in their own pension funds, with several pension FOFs ranking among the top holdings [20][24] - The highest amount of self-investment is seen in the Huatai-PB MSCI China A50 ETF, which has a year-to-date return of 22.51% [23][24] - Many pension FOFs held by fund management companies have shown impressive performance, with some exceeding benchmark returns by substantial margins [24][26] Group 3: Employee Holdings - Fund company employees are diversifying their investments across various products, with a mix of value and growth strategies [36][37] - The top holdings among employees include funds like Zhonggeng Value Pioneer and E Fund Advantage Leading, reflecting varied investment styles [36][37] - Employee investments indicate a strong belief in the potential of their own funds, with significant amounts allocated to high-performing products [36][37]