年内涌现53只“翻倍基”！2025年前三季度基金业绩放榜

Core Viewpoint - The public fund industry has experienced a fruitful year in the structural bull market, with active equity funds achieving remarkable performance, particularly in the AI computing and innovative pharmaceutical sectors, leading to a significant number of funds doubling their returns [1][3]. Group 1: Performance of Active Equity Funds - A total of 53 funds have seen their returns exceed 100% year-to-date as of September 30, with 42 of these being active equity funds, highlighting the fund managers' effective strategies in popular sectors like technology growth [3][4]. - The top-performing fund, managed by Ren Jie, achieved a return of 194.49%, heavily investing in the overseas computing industry chain, with significant contributions from stocks like Shenghong Technology, which surged 581% this year [3]. - Other notable funds include Zhang Wei's fund with a 155.09% return, focusing on Hong Kong innovative pharmaceuticals, and Feng Ludan's fund with a 140.86% return, both demonstrating strong performance in their respective sectors [3]. Group 2: Gold ETFs Performance - Gold ETFs have emerged as the standout performers in the commodity fund sector, with all 14 gold ETFs showing year-to-date gains exceeding 40% as of September 30 [6]. - The top gold ETFs, managed by Zhao Xu and Rong Ying, reported returns of 41.48% and 41.47%, respectively, reflecting the strong investment value of gold amid rising international gold prices [6][7]. - Over the past three years, these gold ETFs have accumulated returns exceeding 110%, indicating their robust long-term investment potential [7]. Group 3: Asset Allocation Outlook for Q4 - Looking ahead to Q4, several fund companies have provided asset allocation recommendations, suggesting a focus on growth sectors initially, followed by cyclical and consumer stocks, and finally stable dividend-paying stocks [9][10]. - The ongoing structural opportunities in the market are expected to continue, with a particular emphasis on technology, innovative pharmaceuticals, and sectors benefiting from supply-side improvements, such as new energy and chemicals [10][12]. - Companies like Guotai Fund maintain a bullish outlook on the market, emphasizing the continued importance of emerging technologies and the potential for recovery in sectors like renewable energy due to policy changes [11][12].