Core Insights - The article highlights the strong performance of various mutual funds in China for the year-to-date, particularly in the equity and mixed fund categories, with average returns exceeding 35.4% for ordinary stock funds and 29.1% for mixed funds [2][3]. Fund Performance - The top-performing fund is the Yongying Technology Select Fund managed by Ren Jie, with a year-to-date return of approximately 194.49% [3][4]. - The second-best fund is the Huatai Hong Kong Advantage Select Fund managed by Zhang Wei, achieving a return of over 155% [3][14]. - The third position is held by the China Europe Digital Economy Fund managed by Feng Ludan, with a return of nearly 141% [3][4]. - In the bond fund category, the Southern Changyuan Convertible Bond Fund managed by Liu Wenliang leads with a return of 44.21%, outperforming many equity funds [15]. Sector-Specific Insights - The article notes that funds focused on specific sectors, such as technology and healthcare, have shown exceptional performance, with many funds achieving returns exceeding 100% [5][6]. - The Huazhong Medical Biology Fund, managed by Sang Xiangyu, achieved a return of 103.31%, reclaiming the top position among ordinary stock funds [5][7]. - The article emphasizes that without a return of at least 110%, funds could not make it into the top twenty performers this year [2]. Index Fund Performance - In the index fund category, the top three funds are all focused on innovative pharmaceuticals, with returns exceeding 106% [10][12]. - The Wanji Zhongzheng Hong Kong Stock Connect Innovative Drug ETF, managed by He Fangzhou, leads with a return of 114.01% [12][10]. QDII Fund Insights - QDII funds have predominantly invested in Hong Kong stocks, with the top-performing fund being the Huatai Hong Kong Advantage Select Fund, achieving a return of over 155% [13][14]. - Other notable QDII funds include the Guangfa Zhongzheng Hong Kong Innovative Drug ETF and the Yifangda Global Pharmaceutical Industry Fund, both exceeding 100% returns [13][14]. Bond Fund Insights - The Southern Changyuan Convertible Bond Fund, with a return of 44.21%, showcases the strong performance of bond funds this year, attributed to their equity components [15].
前三季度公募业绩榜揭晓:“状元基”赚了195%,前二十名赚超110%
华尔街见闻·2025-10-01 11:05