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华夏基金股债投资全面开花
Jing Ji Wang· 2025-07-01 08:29
Core Insights - The public fund industry is undergoing a mid-to-long-term performance review as of mid-2025, with notable achievements from Huaxia Fund across various categories [1] - Huaxia Fund has demonstrated strong investment capabilities, particularly in equity markets and cyclical manufacturing sectors, achieving significant returns for investors [1] Group 1: Performance Highlights - Huaxia Fund's product "Huaxia Beijing Stock Exchange Innovation Small and Medium Enterprises Selected Two-Year Open" delivered a remarkable 175.64% return over the past three years, winning titles in both "Mixed Equity Fund" and "Cyclical Manufacturing Fund" categories [1] - Huaxia Pantai A and Huaxia New Brocade A secured the first and second positions in the "Mixed Bond Fund" and "Flexible Allocation Fund" categories, showcasing the fund's long-term stable returns and excellent risk control [1] Group 2: QDII and FOF Performance - In the QDII sector, Huaxia Fund's "Huaxia Nasdaq 100 ETF" and "Huaxia Global Technology Pioneer A" ranked second and twelfth among QDII equity funds, while "Huaxia Greater China Credit Selected A," "Huaxia Overseas Income A," and "Huaxia Overseas Aggregation A" claimed the top three spots in QDII bond funds [1] - Huaxia Conservative Pension A achieved eighth place in the FOF fund performance rankings, providing investors with an important tool for asset allocation [2] Group 3: Passive Investment and Research Team - Huaxia Fund's passive investment products also performed well, with "Huaxia CSI Cloud Computing and Big Data Theme ETF" ranking eleventh in growth funds, and "Huaxia CSI Financial Technology Theme ETF" and "Huaxia CSI Animation Game ETF" placing fifth and twelfth in technology funds respectively [2] - The "Huaxia Hang Seng China Enterprises High Dividend ETF" consistently ranked in the top 20 of the "Dividend Fund" category over the past three years, offering investors a high-dividend asset allocation option [2] - The company is committed to enhancing its research and investment team, with Zhang Chengyuan and Mao Ying securing the top two positions in the "Mixed Bond Fund Manager" rankings, reflecting the strength of the company's research system and talent pool [2]