Core Viewpoint - The article discusses the disparity between the fund's net value growth rate and the weighted average net value profit rate, emphasizing the importance of aligning investor returns with fund performance to regain trust in the fund industry [3][4]. Group 1: Fund Performance Metrics - The net value growth rates and weighted average net value profit rates for the fund managed by Jiang Cheng are presented, showing significant variations over the years, with the highest growth rate of 41.78% in 2020 and a negative growth of -7.18% in 2023 [4][13]. - Jiang Cheng's fund, Zhongtai Xingyuan Flexible Allocation Mixed A, achieved a net value growth rate of 168.24% since its inception, significantly outperforming the benchmark growth rate of 21.73% [5][13]. Group 2: Risk Management and Investment Philosophy - Jiang Cheng's investment strategy focuses on conservative investment, which has resulted in a maximum drawdown of only 17.18% for his fund, compared to a maximum drawdown of 45.60% for the CSI 300 index [5][6]. - The article highlights the importance of low volatility in investments, which helps investors maintain their positions and avoid panic selling during market fluctuations [7][11]. Group 3: Investor Communication and Engagement - Jiang Cheng emphasizes the need for frequent communication with investors to build trust and reduce information asymmetry, which includes writing investment notes and participating in live Q&A sessions [10][11]. - The article notes that the average holding period for investors in Jiang Cheng's fund is 782 days, indicating a high level of investor patience and commitment [11].
基金赚钱、基民也赚钱,这位百亿基金经理的做法值得关注
中泰证券资管·2025-09-22 11:32