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贝莱德基金“绩优经理”业绩高点“急流勇退”,“绩差经理”接手产品遭基民吐槽
Hua Xia Shi Bao· 2025-10-17 05:16
本报(chinatimes.net.cn)记者张玫 北京报道 在业绩爆发期"急流勇退",又一位基金经理选择离开这家全球资管巨头。 "在这个高位,换基金经理什么意思?大盘有风险了都想跑了?"有股民在天天基金网的贝莱德先进制造 一年持有混合A(016117)讨论区内询问。 贝莱德基金旗下明星产品贝莱德先进制造一年持有混合刚刚经历近半年70.39%涨幅、年内收益突破63% 的高光时刻,其基金经理邹江渝却突然宣布卸任。而接任者单秀丽的历史业绩却令人担忧——她所管理 的多只产品至今仍深陷亏损泥潭,其中,贝莱德中国新视野亏损约33%。 这一人事变动不仅引发市场对"高位换人"动机的猜测,更让投资者疑惑:为何将一只绩优产品交给一位 业绩持续不振的基金经理? 产品收益超同类平均 10月11日,贝莱德基金发布的公告显示,基金经理邹江渝卸任贝莱德先进制造一年持有混合,并且已无 在管基金产品。此次接替邹江渝管理产品的是贝莱德美女基金经理单秀丽。 邹江渝于2022年8月31日任职贝莱德先进制造一年持有混合A/C基金经理,至2025年10月10日(任职3年 又41天),实现了近50%(48.96%)的投资收益,其中近三年收益为47.77 ...
朱雀基金总经理梁跃军卸任1只产品
Xi Niu Cai Jing· 2025-09-23 01:35
对于梁跃军管理基金情况的变动,朱雀基金对GPLP犀牛财经回复称,自成立以来便推行合管模式,重视基金经理团队制管理模式,梁总任职的大部分基金 也不例外。在研究驱动的模式下,产品业绩主要依靠各研究组的研究成果。近年来该公司陆续加大投研人员投入,在投研人员成熟之际,陆续安排接管或者 合管公募产品。总经理梁跃军依旧处于一线投资岗位。 公开资料显示,梁跃军曾就职于招商银行北京分行,随后进入券商行业从事投研工作,先后就职于西南证券、大通证券、西部证券等公司。梁跃军2007年与 李华轮联合创立了朱雀投资,2019年1月加入朱雀基金。 朱雀基金官网显示,该公司现任董事长为史雅茹。2024年11月,董事长由邬锦明变更为史雅茹,但是并未向外界发布公告,引起市场关注。 近期,朱雀基金旗下产品的基金经理变动引起市场关注。 9月11日,朱雀基金发布公告称,基金经理梁跃军卸任朱雀企业优选基金,该基金新任基金经理为陈飞。9月12日,朱雀基金再次发布公告称,朱雀恒心一年 持有基金増聘王一昊为新任基金经理,与梁跃军共同管理该基金。 | 离任基金经理姓名 | 梁跃军 | | --- | --- | | 离任原因 | 工作安排 | | 离任日期 ...
基金经理增聘共管现象频现 行业变动引发关注
Huan Qiu Wang· 2025-09-19 03:29
Core Insights - CITIC Prudential Fund announced the appointment of Wang Ying and Jiang Feng to co-manage the CITIC Prudential Prosperity Preferred Mixed Fund, while Wang Ying, Chen Lan, and Jiang Feng will co-manage the CITIC Prudential Anxin Return Bond Fund [1] - Jiang Feng, currently an assistant director in the equity investment department, has achieved a return rate of 128.24% since taking over the CITIC Prudential Multi-Strategy Flexible Allocation Mixed Fund on April 14, 2020, with an annualized return of 16.40% [3] - The recent trend of co-management among fund managers is noted, with Liu Peng from CCB Principal Asset Management also losing sole management of his funds [3] Industry Trends - The number of fund managers who have left their positions in the public fund industry has reached 299 this year, while 418 new fund managers have been appointed [3] - The changes in fund management personnel reflect the competitive landscape of the public fund industry, emphasizing the importance of building a sustainable research and investment system for companies [3]
招商安华债券A基金经理变动:增聘王刚为基金经理
Sou Hu Cai Jing· 2025-08-14 02:08
Group 1 - The core point of the news is the appointment of Wang Gang as the new fund manager for the招商安华债券 (008791) effective from August 14, 2025, alongside existing managers Wang Juanjuan and Hou Jie [1] - As of August 13, 2025, the net value of 招商安华债券 was 1.2683, reflecting a decrease of 0.04% from the previous day, while it has increased by 8.01% over the past year [1] Group 2 - Wang Gang has extensive experience in asset management, having worked at various firms including China Insurance Asset Management, Taikang Asset Management, and 招商基金管理有限公司 since 2015 [2] - His management history includes several funds, with notable performance such as 招商丰泽混合A achieving a return of 70.14% since July 28, 2017 [3] - The funds managed by Wang Gang have varied in size, with 招商丰美混合A having a scale of 4.09 billion and 招商安荣混合A at 0.43 billion [3]
大成元鸿锦利债券A基金经理变动:增聘李煜为基金经理
Sou Hu Cai Jing· 2025-08-14 02:08
Core Viewpoint - Dachen Yuanhong Jinli Bond (023657) announced the appointment of Li Yu as a new fund manager effective from August 14, 2025, alongside Xu Xionghui, with the fund's net value reported at 1.0063, reflecting a decrease of 0.03% from the previous day [1] Group 1: Fund Manager Profile - Li Yu holds a PhD in engineering from Nanjing University of Science and Technology and has previously worked at various financial institutions including Guotai Junan Securities, Debon Fund Management, Bosera Asset Management, and Southern Fund Management [2] - Li Yu has managed several funds, including Dachen Jingrui Stable Allocation Mixed Fund and Dachen Hongli Preferred One-Year Holding Mixed Fund, with varying performance metrics [2] Group 2: Fund Performance - The Dachen Jinglu Flexible Allocation Mixed Fund A, managed by Li Yu, achieved a return of 41.16% since March 30, 2023, while the Dachen Hongli Preferred One-Year Holding Mixed Fund has a return of 37.27% since November 24, 2022 [2] - The Dachen Hengxiang Chunxiao One-Year Regular Open Mixed Fund, managed by Li Yu, reported a return of -6.45% since March 30, 2023 [2]
工程机械概念走高,21位基金经理发生任职变动
Sou Hu Cai Jing· 2025-08-08 07:27
Market Performance - On August 8, A-shares' three major indices collectively closed lower, with the Shanghai Composite Index down 0.12% at 3635.13 points, the Shenzhen Component Index down 0.26% at 11128.67 points, and the ChiNext Index down 0.38% at 2333.96 points [1] Fund Manager Changes - In the past 30 days (July 9 to August 8), a total of 477 fund products experienced changes in fund managers, with 29 fund products announcing manager departures on August 8 alone [3] - The reasons for the changes include three managers leaving due to job changes, two due to personal reasons, and three due to product expiration [3] Fund Manager Details - Notable fund manager departures include Wang Gang from the招商丰泽混合A fund, which has an asset scale of 6.385 billion yuan and achieved a return of 71.45% over 8 years and 13 days [4] - New fund managers include Zhao Ming, who started managing 中海合嘉增强收益债券A and C funds, and Ren Dongxuan, who took over 嘉合锦荣混合C and 蒸合棉束温合A funds [6][5] Fund Company Research Activity - In the past month, 博时基金 conducted the most company research, engaging with 56 listed companies, followed closely by 富国基金 and 华夏基金, each with 51 companies [7] - The most researched industry was communication equipment, with 307 instances, followed by specialized equipment with 246 instances [7] Individual Stock Research - 德福科技 was the most researched stock in the past month, with 79 fund management companies participating in the research, followed by 中际旭创 and 中宠股份 with 75 and 71 respectively [9] - In the past week (August 1 to August 8), 中宠股份 was the most researched stock, receiving attention from 71 fund institutions [8]
稀土永磁板块走高,12位基金经理发生任职变动
Sou Hu Cai Jing· 2025-08-07 08:02
Market Performance - On August 7, A-shares showed mixed performance with the Shanghai Composite Index rising by 0.16% to 3639.67 points, while the Shenzhen Component Index fell by 0.18% to 11157.94 points, and the ChiNext Index decreased by 0.68% to 2342.86 points [1] Fund Manager Changes - In the past 30 days (July 8 to August 7), 462 fund managers have left their positions, with 6 announcements made on August 7 alone. Among these, 3 fund managers left due to job changes [3] - Anxin Fund's Li Jun manages assets totaling 24.676 billion yuan, primarily in mixed and bond funds, achieving a return of 55.48% over 7 years and 226 days for Anxin Stable Growth Mixed A [3] - New fund manager Le Wuqiong at Huatai-PineBridge Fund manages assets of 30.076 billion yuan, with the highest return of 112.73% over 1 year and 110 days for Huatai-PineBridge Hong Kong Stock Connect Innovative Drug ETF [4] Fund Research Activity - In the last month, Bosera Fund conducted the most company research, engaging with 56 listed companies, followed by Fuguo Fund and Huatai-PineBridge Fund, each with 51 companies [5] - The communication equipment sector was the most researched, with 307 instances, followed by specialized equipment with 247 instances [5] Individual Stock Focus - In the past month, the most researched stock was Defu Technology, with 79 fund management companies participating in the research. Other notable companies included Zhongji Xuchuang and Zhongchong Co., with 75 and 71 fund managers respectively [6] - In the last week (July 31 to August 7), Zhongchong Co. was the most researched, with 71 fund institutions involved, followed by Dongwei Technology, Hikvision, and Jereh Co. [7]
水产养殖板块涨幅居前,16位基金经理发生任职变动
Sou Hu Cai Jing· 2025-07-30 09:23
Market Performance - On July 30, A-shares showed mixed performance with the Shanghai Composite Index rising by 0.17% to 3615.72 points, while the Shenzhen Component Index fell by 0.77% to 11203.03 points, and the ChiNext Index decreased by 1.62% to 2367.68 points [1] Fund Manager Changes - In the past 30 days (June 30 - July 30), a total of 443 fund managers changed positions across various funds, with 10 announcements made on July 30 alone [3] - Reasons for fund manager departures included work changes (2 managers), personal reasons (2 managers), and product expiration (1 manager) [3] - Notable fund managers include Yu Peng from Fortune Fund, managing assets worth 287 million yuan, with a top-performing fund yielding a 71.20% return over 7 years and 250 days [3] New Fund Managers - New fund manager Cai Chengfeng from Harvest Fund manages assets totaling 613 million yuan, with a top-performing fund achieving a 186.53% return over 3 years and 54 days [4] Fund Research Activity - Fortune Fund led in company research with 47 companies surveyed, followed by Bosera Fund and Southern Fund, each with 44 companies, and Huaxia Fund with 43 companies [6] - The most researched industry was communication equipment with 193 surveys, followed by chemical pharmaceuticals with 158 [6] Recent Stock Focus - The most focused stock in the past month was Zhongji Xuchuang in the optical communication module sector, with 75 fund management companies participating in its research [6] - In the past week (July 23 - July 30), Haida Group in the feed industry was the most researched company, with 45 fund institutions involved [7]
招商丰益混合A基金经理变动:增聘姚飞军为基金经理
Sou Hu Cai Jing· 2025-07-29 01:37
Group 1 - The core point of the article is the appointment of Yao Feijun as the new fund manager for the Zhaoshang Fengyi Mixed Fund (002514), effective from July 29, 2025, replacing Zhang Lei [1] - As of July 28, 2025, the net value of Zhaoshang Fengyi Mixed Fund was 1.6223, reflecting a daily increase of 0.08% and a yearly increase of 3.19% [1] - Yao Feijun holds a master's degree in economics and has extensive experience in fund management, having worked with various fund management companies since 2007 [1] Group 2 - Yao Feijun's previous fund management experience includes managing several public funds with notable returns, such as a 58.40% return for Zhaoshang Zengrong Mixed Fund (LOF) since June 3, 2016 [1] - The article lists several funds managed by Yao Feijun, highlighting their performance and management duration, indicating his successful track record in the industry [1] - A significant achievement mentioned is the estimated return of 253.52% from the investment in Zhuoshengwei, showcasing Yao's capability in identifying high-performing stocks [1]
汇添富双颐债券A基金经理变动:增聘陈思行为基金经理
Sou Hu Cai Jing· 2025-06-13 01:36
Group 1 - The core point of the news is the appointment of Chen Sihang as a new fund manager for the Huatai-PineBridge Double Yi Bond Fund (017902), effective from June 13, 2025 [1] - As of June 12, 2025, the net value of the Huatai-PineBridge Double Yi Bond Fund was 1.0245, reflecting a daily increase of 0.16% and a yearly increase of 3.14% [1] Group 2 - Chen Sihang holds a Master's degree in Finance from Fudan University and has extensive experience in investment management across various firms, including a tenure at Huatai-PineBridge since July 2022 [2] - The funds managed by Chen Sihang include several with varying scales and performance, such as the Huatai-PineBridge Double Yi Bond Fund, which has a scale of 38.72 billion and a return of 7.38% since March 29, 2024 [3] - Notable performance includes the Huatai-PineBridge Stable Enjoyment One-Year Holding Mixed Fund, which achieved an estimated return of 40.2% from holding Contemporary Amperex Technology Co., Ltd. since the third quarter of 2024 [3]