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A股再上3900,这十年,公募基金主动权益谁在领跑?
Xin Lang Cai Jing· 2025-10-09 10:36
分公司类型来看,大、中、小型基金公司主动权益基金平均收益率分别为26.31%、24.90%和25.97%,大型基金公司主 动权益基金平均业绩水平略优;小型基金公司的业绩分化程度高于大中型基金公司,前10%分位点对应的小型基金公 司主动权益基金收益率为42.04%,而90%分位点对应的小型基金公司主动权益基金收益率为14.03%。 智通财经10月9日讯(记者 闫军)国庆节后开盘首日,A股为返岗股民奉上大红包。时隔10年,沪指再度突破3900点。 指数重回十年前高位,这十年来A股牛短熊长,期间先后经历了消费、新能源等两轮较大的结构性牛市,但市场整体 缺乏较长期的赚钱效应,直到2024年"924"之后,A股开启一轮由政策利好、科技引领、热点不断的慢牛行情。 国泰海通证券研究在近日发布了基金公司2025年三季度收益类基金绝对收益排行榜,榜单数据显示,2025年三季度, 165家公募基金公司的主动权益基金全部获得了正收益。整体来看,基金公司主动权益基金的平均收益为25.93%。分 公司类型来看,大、中、小型基金公司主动权益基金平均收益率分别为26.31%、24.90%和25.97%。 单季度业绩之余,更值得关注的是,3 ...
基金公司固定收益类基金中长期业绩榜单公布!附前50强排名
Zhong Guo Ji Jin Bao· 2025-10-09 00:35
| | 江10年回收不起205更 | | | --- | --- | --- | | 基金公司 | | 最近十年 (2015.10.01-2025.09.30) | | | 收益率[%] | 排名 | | 西部利得 | 91.87 | 1/71 | | 光大保德信 | 88.73 | 2/71 | | 信达澳亚 | 77.57 | 3/71 | | 前海开源 | 74.25 | 4/71 | | 易方达 | 69.25 | 5/71 | | 天弘 | 66.50 | 6/71 | | 汇添富 | 64.29 | 7/71 | | 国投瑞银 | 60.90 | 8/71 | | 新华 | 60.42 | 9/71 | | 米银 | 58.63 | 10/71 | | 华商 | 58.02 | 11/71 | | 中加 | 57.92 | 12/71 | | 六六十 | 57.39 | 13/71 | | 景顺长城 | 56.78 | 14/71 | | 诺安 | 56.38 | 15/71 | 【导读】基金公司固定收益类基金中长期业绩榜单公布 作为基石工具,固收类产品已成为投资必备选项。虽然相比权益投资领域,固 ...
重要榜单来了!附前50强排名
中国基金报· 2025-10-08 12:56
【导读】基金公司固定收益类基金中长期业绩榜单公布 中国基金报记者 方丽 孙晓辉 作为基石工具,固收类产品已成为投资必备选项。虽然相比权益投资领域,固定收益的业绩之争没那么突出,但毫厘间差异仍体现出基金 公司的实力。 哪些公司在过去3年、5年、10年获得好收成?2025年 前三季度 又有哪些公司业绩领先?国泰海通证券刚刚公布 的 基金公司固定收益类 基金绝对收益排行榜,揭晓上述答案。 近10年业绩 西部利得、光大保德信基金领跑 过去10年,债券市场整体呈现"牛长熊短"的特征,但期间经历了多轮牛熊转换,考验每家 基金公司在固收领域的投研实力。 | | 收益率[%] | 13 | | --- | --- | --- | | 西部列得 | 91.87 | 1/71 | | 光大保德信 | 88.73 | 2/71 | | 信大澳亚 | 77.57 | 3/71 | | 前海 - 源 | 74.25 | 4/71 | | 易方大 | 69.25 | 5/71 | | 大5A | 66.50 | 6/71 | | 「添言 | 64.29 | 7/71 | | 国投瑞银 | 60.90 | 8/71 | | 新华 | 60 ...
最新!重磅榜单出炉!
中国基金报· 2025-10-08 08:13
十年"王者" 【导读】基金公司主动权益中长期投资业绩大比拼 中国基金报记者 方丽 孙晓辉 今年前三季度结束,又到了总结基金公司主动权益投资业绩的时刻。 投资是一场持久赛,最近10年牛熊交替,哪些基金公司领跑?大中型基金公司中又是谁独领风骚?最近5年,哪家公司踏对市场节奏,把握 住结构性机会?最近3年波动行情之下,哪家公司抗风险能力最强?在2025年前三季度 不断走牛 的A股市场中,又是哪家公司表现最为抢 眼? 国泰海通证券日前发布基金公司权益类基金绝对收益排行榜,揭晓上述谜底。 财通、万家、银河位居前三 2015年四季度以来,A股市场牛尾后剧烈波动,2016年初更是出现熔断。随后几年,行情整体震荡调整,其间呈现结构性分化,科技、新 能源等新质生产力板块表现突出。 过去10年起伏间,一批基金公司因抓住市场机会取得了不错的业绩。 国泰海通证券数据显示,2015年10月1日至2025年9月30日期间,财通基金成为最近十年权益类基金绝对收益榜榜首,最近十年权益基金 平均收益率为318.00%,在88家基金中排名第一。 | | | 最近十年 | | --- | --- | --- | | 章等必点 | | (2015. ...
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
以下文章来源于资事堂 ,作者资事堂 资事堂 . 华尔街见闻出品 作 者 佳尔 编辑袁畅 随着中国资本市场 9 月 30 日的交易收盘,内地所有基金的前三季度收益率都就此落锤。 站在这个时点,至少公募权益产品的投资人应该有点喜气。 根据截至 9 月 30 日晚间 22 点的已公布净值,年内, 普通股票型基金平均涨幅超过 35.4% ,混合型基金平均涨幅超过 29.1% ,打了一个超级翻身仗。 年内的领跑基金都被投资风格鲜明突出的基金经理获得 。 任桀管理的永赢科技智选基金 ,年初以来涨幅约 194.49% ,成为年内目前为止所有基金的第一名,考虑到其很高的领先度,今年很有希望冲刺全年的业绩状元。 普通股票型基金中, 桑翔宇管理的华安医药生物基金 在最后一天反超,以 103.31% 的年初以来收益率"问鼎"。 QII 基金中, 张韡管理的汇添富香港优势精选基金 年初以来涨幅超过 155% ,继续领跑,此前三个季度,这支产品的表现都比较突出。 最有趣的是债券型基金大类中,第一名是 刘文良管理的南方昌元可转债基金 ,以 44.21% 的收益率。这个收益率比半数以上的权益基金表现还要强。 普通股票型最后一刻"逆袭" 普 ...
今年来基金经理十强都有谁?陆航、殷陶、王琛等领衔百亿!
Sou Hu Cai Jing· 2025-09-17 06:33
分所在私募规模来看,10-20亿私募旗下有产品业绩显示的基金经理共333位,他们管理的630只产品今年来收益均值高达24.99%,整体表现较为领先;其 次百亿私募旗下有产品业绩显示的基金经理共127位,他们管理的649只产品,合计规模为1243.57亿元,今年来收益均值为24.78%。 "买基金就是买基金经理"逐渐被大众所熟知,基金经理是基金产品的灵魂所在,一定程度上决定着产品的业绩走势。私募排排网数据显示,截至8月底, 有业绩显示的基金经理共2831位,合计管理5276只私募基金产品(含重复项),合计管理规模约为4654.68亿元,今年来收益均值高达22.64%,显著跑赢同期 大盘。 这2831位私募基金经理中,硕士学历占比近五成(48.15%),共1363位;博士、博士后学历的基金经理分别有221位、8位。此外,从业经验在20年以上的共 有244位基金经理,占比为38.1%,从业经验上在30年以上仅有62人,占比为9.7%。 | 具体分类 | 有业绩显示的 基金经理数 | 合计管理产品数 | 合计管理规模 (亿元) | 1-8月收益均值 | | --- | --- | --- | --- | --- | ...
“冠军”涨超85%,上半年基金业绩排行揭晓
华尔街见闻· 2025-07-02 10:27
Core Viewpoint - The year 2025 presents both significant opportunities and challenges for fund investments, with various themes such as AI, robotics, semiconductors, and pharmaceuticals leading the market [2][3]. Fund Performance - As of June 30, 2025, the top five performing funds include: - Huatai-PineBridge Hong Kong Advantage Selection Fund with a return of 85.64% - CITIC Construction Investment North Exchange Selection Fund with a return of 82.45% - Great Wall Pharmaceutical Industry Selection Fund with a return of 75.18% - Huaxia North Exchange Innovation Small and Medium Enterprises Selection Fund with a return of 72.16% - Bank of China Hong Kong Stock Connect Pharmaceutical Fund with a return of 70.08% [2][7][16]. - The next five funds, with returns exceeding 61%, include: - Yongying Pharmaceutical Innovation Selection Fund - GF Growth Navigation Fund - Huaan Pharmaceutical Biotechnology Fund - Ping An Core Advantage Fund - Nuon Selected Value Fund [2][7]. Fund Manager Insights - Notable fund managers include: - Zhang Wei of Huatai-PineBridge, with a background in biomedical studies and extensive experience in the pharmaceutical sector [6]. - Leng Wenpeng of CITIC Construction Investment, who has a diverse career path in various investment firms [6]. - Liang Furui of Great Wall Fund, recognized for his rapid success in the pharmaceutical sector [6]. Mixed Fund Performance - The leading mixed fund is CITIC Construction Investment North Exchange Selection Fund, which focuses on North Exchange stocks, achieving a return of 82.45% [12][16]. - Other notable mixed funds include: - Great Wall Pharmaceutical Industry Selection Fund - Yongying Pharmaceutical Innovation Selection Fund - GF Growth Navigation Fund - Ping An Core Advantage Fund [13][16]. Index Fund Trends - In the index fund category, new entrants like Huatai-PineBridge, Yinhua, and Wanji have shown strong performance, with returns exceeding 57% [17][18]. QDII Fund Highlights - The top QDII fund is Huatai-PineBridge Hong Kong Advantage Selection Fund, with a return of 85.64%, primarily investing in Hong Kong stocks [19][22]. - Other strong performers include: - GF Hong Kong Innovation Pharmaceutical ETF - Huatai-PineBridge Hang Seng Innovation Pharmaceutical ETF, both with returns over 55% [20][22]. Bond Fund Performance - In the bond fund category, the top performer is Huashang Fengli Enhanced Open Fund with a return of 13.83% [24]. - Other notable bond funds include: - China Europe Convertible Bond Fund - Bosera Convertible Bond Enhanced Fund - Fuguo Optimized Enhanced Fund [24].
近1、3、5年均排名前10%的基金揭晓!华商基金包揽债基前4!金元顺安夺冠权益类基金!
私募排排网· 2025-06-27 03:21
Core Viewpoint - The article highlights the performance of various mutual funds over different time frames, emphasizing the importance of consistent returns and strong investment research capabilities in selecting funds. It identifies top-performing equity, bond, and FOF funds based on their returns over the past year, three years, and five years [2][3]. Equity Funds - A total of 41 equity funds have ranked in the top 10% for one, three, and five years, with at least 50% cumulative returns over five years. Notable fund managers include Penghua Fund, Dacheng Fund, E Fund, and Huaxia Fund, each having multiple products listed [3][4]. - The top five equity funds over the past five years include: 1. Jin Yuan Shun An Yuan Qi Flexible Allocation Mixed Fund (Code: 004685) with a five-year return of 293.77% [5][7]. 2. Jin Ying Technology Innovation Stock A (Code: 001167) with a five-year return of 139.01% [9][11]. 3. Huashang Runfeng Mixed A (Code: 003598) with a five-year return of 135.67% [5]. 4. Huaxia New Brocade Mixed A (Code: 002833) with a five-year return of 135.50% [5]. 5. Dacheng CSI 360 Internet + Big Data 100 Index A (Code: 002236) with a five-year return of 125.61% [5]. Bond Funds - A total of 47 bond funds have ranked in the top 10% for one, three, and five years, with at least 26% cumulative returns over five years. Leading fund managers include Huashang Fund, Dongfanghong Asset Management, and Anxin Fund, each having multiple products listed [15][19]. - The top five bond funds over the past five years include: 1. Huashang Fengli Enhanced Regular Open Bond A (Code: 003092) with a five-year return of 128.99% [19][20]. 2. Huashang Hengyi Stable Mixed (Code: 008488) with a five-year return of 95.05% [15]. 3. Huashang Shuangyi Balanced Mixed A (Code: 001448) with a five-year return of 83.49% [15]. 4. Huashang Credit Enhanced Bond A (Code: 001751) with a five-year return of 78.91% [15]. 5. Anxin Min Stable Growth Mixed A (Code: 008809) with a five-year return of 50.20% [15]. FOF Funds - A total of 12 FOF funds have ranked in the top 40% for one, three, and five years, with at least 11% cumulative returns over five years. Notable fund managers include招商基金 and 南方基金, each having two products listed [22]. - The top three FOF funds over the past five years include: 1. Qianhai Kaiyuan Yuyuan (FOF) (Code: 005809) with a five-year return of 23.87% [22][24]. 2. Xingquan Antai Balanced Pension Three-Year Holding Mixed (FOF) A (Code: 006580) with a five-year return of 21.93% [22]. 3. 招商和悦稳健养老一年持有期混合(FOF) A (Code: 006861) with a five-year return of 20.83% [22].
2025年一季度公募基金中长期业绩榜
Wind万得· 2025-03-31 22:42
Core Viewpoint - The equity market continued to recover in Q1 2025, with investor risk appetite rising, as evidenced by a 4.65% increase in the Wind Mixed Equity Fund Index for the quarter and an 11.77% increase over the past year [1]. Fund Performance Equity Funds - The top-performing ordinary equity funds over the past three years include: - Chuangjin Hexin Cultural Media A with a return of 61.44% and a maximum drawdown of -28.28% [3] - Jin Ying Technology Innovation A with a return of 60.58% and a maximum drawdown of -38.68% [3] - Zhaoshang Technology Power A with a return of 56.81% and a maximum drawdown of -18.47% [3]. Mixed Equity Funds - The top mixed equity funds include: - Zhaoshang Advantage Enterprise A with a return of 86.51% and a maximum drawdown of -40.83% [7]. - Huatai-PB North Exchange Innovation Selected with a return of 80.10% and a maximum drawdown of -27.37% [7]. Bond Funds - In the fixed income market, there was significant structural differentiation affecting bond fund performance: - The Wind Short-term Pure Bond Index slightly increased by 0.13% in Q1 2025, while the Wind Medium-Long Term Pure Bond Index fell by 0.29%, marking the largest quarterly decline since Q1 2023 [1]. QDII Equity Funds - The top QDII equity funds over the past three years include: - Southern China Emerging Economy A with a return of 84.84% and a maximum drawdown of -33.95% [22]. - Tianhong CSI China-US Internet A with a return of 76.74% and a maximum drawdown of -24.33% [22]. FOF Funds - The top FOF funds over the past three years include: - Xingzheng Global Anyue Stable Pension with a return of 11.83% and a maximum drawdown of -4.99% [27]. Thematic Funds - The top quantitative funds over the past three years include: - CITIC Prudential Multi-Strategy with a return of 61.08% and a maximum drawdown of -40.72% [30].
315投资者保护日|破解四大基金投资误区!
天天基金网· 2025-03-11 11:30
Core Viewpoints - The article emphasizes the common misconceptions in mutual fund investment and encourages investors to adopt a more informed and strategic approach to avoid pitfalls [2][4][9]. Misconception 1: Frequent Trading and Blindly Chasing Gains - Frequent trading and chasing market highs are discouraged as they can lead to emotional decision-making and increased transaction costs, ultimately eroding potential returns [2]. - A more effective strategy is to hold onto a promising fund despite short-term volatility, allowing for recovery and growth over time [2]. Misconception 2: Performance as the Sole Indicator for Fund Selection - Relying solely on past performance rankings to select funds is misleading, as historical returns do not guarantee future results [4]. - Fund performance is influenced by market conditions and the fund manager's capabilities, making it essential to consider a broader range of factors [4]. Misconception 3: Holding a Large Number of Funds - Owning too many funds can lead to excessive management effort and potential confusion, resulting in a "messy investment" [6]. - Diversification is important, but over-diversification can lead to similar holdings across funds, which may not effectively mitigate risk [7]. Misconception 4: High Dividends Equate to Higher Returns - High dividend payouts do not necessarily indicate better overall returns, as dividends are a portion of the fund's net asset value and do not add to the total return [9]. - Investors should focus on the fund's growth potential rather than just dividend frequency, as an overemphasis on dividends may lead to missed opportunities for capital appreciation [10].