Core Viewpoint - Fixed income products have become essential investment options, with performance differences reflecting the strength of fund companies [2] Group 1: 10-Year Performance - West China Li De Fund and Everbright Pramerica Fund lead the 10-year performance rankings, with returns of 91.87% and 88.73% respectively [4][6] - Other notable performers include Xinda Australia (77.57%) and Qianhai Kaiyuan (74.25%), with several companies like E Fund, Tianhong, and Huatai-PB also exceeding 60% returns [4][6] - The average return for 17 large fixed income fund companies over the past 10 years is 53.99%, indicating a clear advantage for larger firms [4] Group 2: 5-Year Performance - Huashang Fund tops the 5-year performance list with a net value growth rate of 57.09%, followed by Everbright Pramerica (28.94%) and Hongtu Innovation (28.26%) [9][10] - The average return for large fund companies over the last 5 years is 19.17%, while medium and small companies show slightly lower averages [9] Group 3: 3-Year Performance - Everbright Pramerica Fund leads the 3-year performance with a return of 16.79%, followed by Huashang Fund (16.22%) and Huatai-PB (15.15%) [14][17] - Among 166 public fund managers, 146 achieved positive returns, with an average return of 9.75% for large companies over the last 3 years [15][19] Group 4: Recent Performance in 2025 - In 2025, Everbright Pramerica achieved a return of 7.34%, leading among 166 fund managers, followed by Ruiyuan (6.90%) and Huashang (5.22%) [19][21] - The overall performance in the fixed income sector has shown a trend of narrow fluctuations and frequent adjustments, with 10 fund managers exceeding a 3% return [19]
重要榜单来了!附前50强排名
中国基金报·2025-10-08 12:56