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基金投顾业绩飘红 收益亮眼更需“理性引导”
Group 1 - The core viewpoint emphasizes that while fund advisory performance has been recognized by investors, the focus is increasingly on the importance of "three parts investment, seven parts advisory" [3] - Fund advisory combinations have shown impressive performance, with equity funds and stock fund indices achieving a nearly 29% increase over the past year, benefiting from the market recovery [1][2] - Specific fund advisory combinations have outperformed their benchmarks significantly, such as the "Advantage Industry All-Star" combination with a 41% return, exceeding its benchmark by 17 percentage points [1] Group 2 - The rise of index funds as a foundational asset in equity fund advisory has led to notable returns, with the "China Europe Index Pioneer" combination achieving a 33.67% return, surpassing its benchmark by 9 percentage points [2] - The focus on "three parts investment, seven parts advisory" highlights the need for advisory firms to guide investors rationally, especially during volatile market conditions [3] - Industry experts stress the importance of maintaining investor confidence and managing their financial interests, distinguishing fund advisory from public FOFs [3]