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【干货】一图看懂2025年3季报,投顾组合基金背后的投资秘诀
银行螺丝钉· 2025-11-20 12:54
最近,基金2025年的3季报陆续更新了,也跟大家分享一下更新后的主动基金经理池信息汇总图。 方便大家一目了然的查询。 包括基金池中,基金的风格、股票比例、从业时间、 行业偏好、 换手率、重仓股估值、持股集中度、基金规模等情况。 文章主要包括两个部分: 文 | 银行螺丝钉 (转载请注明出处) | 深度 | 姜诚 | 006567.OF | 中泰星元价值优选A | | --- | --- | --- | --- | | 价值 | 徐彦 | 008269.OF | 大成睿享A | | | 周云 何帅) | 000480.OF 519697.OF | 东方红新动力A 交银优势行业 | | | 谭丽 张坤 | 005267.OF 005827.OF | 嘉实价值精选 易方达蓝筹精选 | | | 傅鹏博 | 007119.OF | 睿远成长价值A | | | 傳友兴 | 270002.OF | 广发稳健增长A | | 成长 | 罗佳明 | 002685.OF | 中欧丰泓沪港深A | | 价值 | 刘旭 | 000628.OF | 大成高鑫A | | | 田瑪 | 007549.OF | 中泰开阳价值优选A | | | ...
证监会征求意见:托管人对主题型基金产品投资风格偏离主题、非主题型产品行业集中度过高等风险加强提醒
Sou Hu Cai Jing· 2025-10-31 10:16
10月31日,证监会就《公开募集证券投资基金业绩比较基准指引(征求意见稿)》公开征求意见。其中 提到,压实托管人投资监督职责。要求托管人加强对基金投资标的风格库的审慎复核,督促管理人夯实 研究支持,确保入库标的符合基金合同约定、与基金投资风格相匹配;同时,加强对投资风格稳定性的 监督,对主题型产品投资风格偏离主题、非主题型产品行业集中度过高等风险加强提醒。 ...
基金种类繁多该如何选择?
Sou Hu Cai Jing· 2025-08-12 02:00
Group 1 - The core viewpoint emphasizes the importance of understanding different types of funds and their risk-return characteristics to make informed investment decisions [1] - Funds can be categorized into various types such as equity funds, bond funds, money market funds, and mixed funds, each with distinct risk and return profiles [1] - Equity funds primarily invest in the stock market, offering high return potential but also higher risk due to market volatility [1] - Bond funds provide relatively stable returns with lower risk, typically featuring fixed interest rates and higher principal safety, though they are still subject to interest rate fluctuations and credit risk [1] - Money market funds are characterized by high liquidity and low risk, investing in short-term monetary instruments, resulting in stable but lower returns [1] - Mixed funds invest in multiple asset classes, balancing risk and return by adjusting asset allocation [1] Group 2 - The ability and historical performance of fund managers are crucial indicators when selecting funds, as their experience and strategies directly impact fund performance [2] - Historical performance can provide insights into a fund's behavior in different market conditions, although it does not guarantee future results [2] - Different investment styles such as value investing, growth investing, and balanced investing cater to various investor goals and risk preferences [2] - Investors should align their choices with their investment objectives and risk tolerance while understanding the fund's investment strategy and scope [2] Group 3 - Fund fees, including management fees, custody fees, and sales service fees, can significantly affect long-term investment returns, making it essential to compare fee structures [3] - Lower fund fees can lead to higher actual returns for investors under similar performance conditions, highlighting the importance of fee comparison in fund selection [3]
【干货】一图看懂2024年年报,组合基金背后的投资秘诀
银行螺丝钉· 2025-04-17 13:45
文 | 银行螺丝钉 (转载请注明出处) 最近,基金2024年的年报陆续更新了,也跟大家分享一下更新后的主动基金经理池信息汇总图。 方便大家一目了然的查询。 包括基金池中,基金的风格、股票比例、从业时间、 行业偏好、 换手率、重仓股估值、持股集中度、基金规模等情况。 文章主要包括两个部分: 陈皓 成长 2012 O 韩威俊 2016 O 贾健 2021 9 苗宇 2015 O 唐颐恒 2014 O 杨世进 2020 O 张峰 2009 O 代云锋 2017 ● 徐治彪 2015 (1)信息汇总长图; (2)基金定期报告如年报该怎么看。 | 深度 | 鲍无可 | 260112.OF | 景顺长城能源基建A | | --- | --- | --- | --- | | | 姜诚 | 006567.OF | 中泰星元价值优选A | | 价值 | 徐彦 | 008269.OF | 大成睿享A | | | 周云レ 何帅 | 000480.OF 519697.OF | 东方红新动力A 交银优势行业 | | | 遭配 张坤 | 005267.OF 005827.OF | 嘉实价值精选 易方达蓝筹精选 | | | 傅鰐博 | 0 ...