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财通资管旗下3只基金增聘陈浩
Zhong Guo Jing Ji Wang· 2026-02-24 08:09
中国经济网北京2月24日讯 近日,财通资管公告,财通资管鑫锐混合、财通资管睿兴债券、财通资 管稳兴增益六个月持有期混合增聘陈浩。 财通资管稳兴增益六个月持有期混合A/C成立于2022年3月9日,截至2026年2月13日,其今年来收 益率为2.38%、2.33%,成立来收益率为11.87%、10.13%,累计净值为1.1187元、1.1013元。 | 基金名称 | 财通资管鑫锐回报混合型证券投资基金 | | --- | --- | | 基金简称 | 财通资管鑫锐混合 | | 基金主代码 | 004900 | | 基金管理人名称 | 财通证券资产管理有限公司 | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》 | | 基金经理变更类型 | 兼有增聘和解聘基金经理 | | 新任基金经理姓名 | 陈浩 | | 共同管理本基金的其他基 | 马航 | | 金经理姓名 | | | 离任基金经理姓名 | 石玉山 | | 基金名称 | 财通资管率兴债券型证券投资基金 | | --- | --- | | 基金简称 | 财通资管率兴债券 | | 基金主代码 | 016432 | | 基金管理人名称 | 财通证券资产管理 ...
开年逾百人次调整 基金经理变动潮下行业生态持续优化
Sou Hu Cai Jing· 2026-02-13 01:47
2026年2月13日,工银瑞信基金发布公告,欧阳凯自2026年2月11日起卸任工银双利债券的基金经理。产 品由在任基金经理徐博文、李昱继续管理。公告显示,欧阳凯继续在工银瑞信从事投资管理工作。 近年来,资管行业蓬勃发展,基金经理变更已成为常态。2026年开年以来,全市场已有逾百人次基金经 理变更。业内人士表示,加强平台型投研体系建设,方能助力基金行业行稳致远。 卸任去向:继续在公司承担投资管理工作 公开信息显示,欧阳凯自2010年加入工银瑞信,是工银瑞信成长起来的绩优老将。其投资风格稳健,把 握大类资产配置节奏,重视对下行风险的控制。2023年12月起,欧阳凯进入工银瑞信高管序列,出任首 席固收投资官。 欧阳凯自2010年工银双利债券成立起便担任其基金经理。2021、2022年,徐博文、李昱先后加入共管。 在三位基金经理的共同打造下,工银双利债券成为市场知名的二级债基佳作。四季报显示,截至2025年 12月31日,工银双利债券自成立以来收益率达148.83%,同期业绩基准为87%,成为名副其实的"长跑 基"。曾8获金牛、2获晨星(另有2次提名),累计获得过21座权威奖项,以穿越周期的稳健获得市场和 行业的高度 ...
交银施罗德基金管理有限公司关于交银施罗德恒益灵活配置混合型证券投资基金分红公告
Xin Lang Cai Jing· 2026-02-03 18:43
1. 公告基本信息 公告送出日期:2026年2月4日 ■ 2、本基金的基金份额持有人事先未做出收益分配方式选择的,则默认方式为现金分红。选择现金红利 方式的基金份额持有人的红利款将于现金红利发放日自基金托管账户划出。 3.其他需要提示的事项 1、本基金收益分配方式分为两种:现金分红与红利再投资。基金份额持有人可选择现金红利或将现金 红利按除息日除息后的基金份额净值自动转为基金份额进行再投资,本基金默认的收益分配方式是现金 分红。 2.与分红相关的其他信息 ■ 注:1、本分红方案经本基金管理人计算并由基金托管人中国农业银行股份有限公司复核。 2、本次分红确认的分红方式将按照投资者在权益登记日之前(不含权益登记日)最后一次提交并被本 基金注册登记机构确认的分红方式为准。如需修改分红方式的,请务必在权益登记日前一工作日的交易 时间结束前到销售机构办理变更手续,投资者在权益登记日前一工作日交易时间结束后提交的修改分红 方式申请对本次分红无效。 3、权益登记日申请申购的基金份额不享有本次分红权益,权益登记日申请赎回的基金份额享有本次分 红权益。 4、本基金管理人有权根据市场情况及本基金净值波动的客观因素,在不违反本基金 ...
绩优基金也“换将”? 增聘优化管理效能
Xin Lang Cai Jing· 2026-01-18 23:09
Core Viewpoint - The public fund industry is experiencing frequent adjustments in research and investment teams at the beginning of 2026, with 56 fund managers changing 153 funds as of January 18, indicating a normal talent flow in the industry [1][6]. Group 1: Fund Manager Changes - The adjustments are concentrated in leading institutions like Huaxia Fund and Harvest Fund, with many technology and manufacturing-themed products undergoing manager changes [1][6]. - A significant portion of the changes involves equity products, with 109 equity funds (71%) experiencing manager changes, primarily in mixed funds that track consumer and technology sectors [2][6]. Group 2: Performance of Affected Funds - Contrary to the stereotype that changes indicate poor performance, most affected funds are high-performing, with 142 out of 153 funds showing positive net value growth over the past year, and 14 funds exceeding a 50% increase [2][7]. - The average net value growth rate for the 60 funds that hired new managers is 22%, with 54 funds achieving positive growth [3][8]. Group 3: Reasons for Changes and Future Trends - The changes are seen as a strategy to enhance long-term management, allowing for better alignment with current market conditions and risk diversification through team collaboration [2][7]. - Experts suggest that hiring additional managers will become a key method for institutions to optimize their research and investment strategies, especially as market segments become more specialized [3][8]. - Looking ahead, adjustments in fund managers are expected to continue, particularly in equity products focused on technology and high-end manufacturing sectors [4][9].
绩优基金也“换将”?增聘优化管理效能
Zheng Quan Ri Bao· 2026-01-18 17:17
Core Viewpoint - The public fund industry is experiencing frequent adjustments in research and investment teams at the beginning of 2026, with 56 fund managers changing across 153 funds as of January 18, indicating a normal talent flow in the industry [1][2]. Group 1: Fund Manager Changes - A total of 153 funds have undergone manager changes, with prominent institutions like Huaxia Fund and Harvest Fund seeing a significant number of changes, particularly in technology and manufacturing-themed products [1]. - The majority of the changes involve equity products, with 109 equity funds changing managers, accounting for 71% of the total, primarily in mixed funds that track consumer and technology sectors [1][2]. Group 2: Performance of Adjusted Funds - Contrary to the stereotype that changes indicate poor performance, 142 of the 153 adjusted funds have shown positive net value growth over the past year, with 14 funds exceeding a 50% increase [2]. - The average net value growth rate for the 60 funds that added managers is 22%, with 54 of these funds achieving positive growth [3]. Group 3: Reasons for Manager Changes - The adjustments are seen as a strategy to enhance long-term management, allowing for better alignment with current market trends and risk diversification through team collaboration [2][3]. - Experts suggest that the trend of adding managers will continue as institutions seek to optimize research and investment capabilities, particularly in specialized fields [3]. Group 4: Future Outlook - As the spring market unfolds, further adjustments in fund managers for equity products are anticipated, focusing on optimizing research configurations around technology and high-end manufacturing sectors [4].
南方上海金ETF联接A基金经理变动:增聘杨恺宁为基金经理
Sou Hu Cai Jing· 2025-12-06 01:36
Core Insights - The South China Shanghai Gold ETF has appointed Yang Kaining as a new fund manager effective December 6, 2025, alongside current manager Sun Wei [1] - As of December 5, 2025, the net asset value of the South China Shanghai Gold ETF was 1.9523, reflecting a daily increase of 0.72% and a yearly increase of 50.05% [1] Summary of Yang Kaining's Background - Yang Kaining holds a master's degree in financial mathematics from Johns Hopkins University and has fund management qualifications [2] - He joined Southern Fund in February 2018 and has held various positions, including assistant fund manager for multiple ETFs [2] - His management record includes significant returns on various funds, such as a 67.41% return for the South China CSI Hong Kong Gold Industry Index Fund since November 4, 2024 [2] Fund Performance Overview - The South China CSI Hong Kong Gold Industry Index Fund has a scale of 0.72 billion and has achieved a return of 67.41% since Yang Kaining took over [2] - The South China Shanghai 180 ETF has a return of 16.58% since January 20, 2025, with a scale of 0.12 billion [2] - The South China STAR Market Comprehensive ETF has a return of 25.11% since February 26, 2025, with a scale of 5.73 billion [2] - The South China STAR Market Growth ETF has achieved a return of 52.86% since May 21, 2025, with a scale of 0.33 billion [2] Stock Performance Review - The South China Shanghai 180 ETF added WuXi AppTec in Q1 2025 at an average price of 148.64 and has held it for three quarters, with a current average price of 231.62, resulting in an estimated return of 55.83% [2]
平安研究智选混合基金经理张晓泉离任
Xin Lang Cai Jing· 2025-12-04 11:25
Group 1 - The core announcement involves a change in the fund manager for Ping An Research Smart Mixed Fund (021576) [1] - The departing fund manager is Zhang Xiaoqian, who will leave due to work requirements [1] - The effective date of the departure is set for December 2, 2025 [1]
万家基金旗下4只ETF增聘吴宜蓉
Zhong Guo Jing Ji Wang· 2025-09-30 08:06
Core Viewpoint - Wanjia Fund has announced the appointment of Wu Yirong as a new fund manager for multiple ETFs, indicating a strategic move to enhance management expertise in their investment products [1][2]. Fund Performance Summary - **Wanjia CSI 300 Growth ETF**: Established on December 28, 2022, with a year-to-date return of 34.65% and a cumulative return of 13.01%, resulting in a net asset value of 1.1301 yuan as of September 29, 2025 [1]. - **Wanjia ChiNext Comprehensive ETF**: Launched on October 18, 2023, it has achieved a year-to-date return of 37.44% and a cumulative return of 51.51%, with a net asset value of 1.5151 yuan as of September 29, 2025 [1]. - **Wanjia CSI Semiconductor Materials and Equipment Theme ETF**: Initiated on July 24, 2024, this fund has a year-to-date return of 55.89% and a cumulative return of 85.09%, with a net asset value of 1.8509 yuan as of September 29, 2025 [1]. - **Wanjia CSI All-Index Public Utilities ETF**: Established on September 11, 2024, it has a year-to-date return of -0.59% and a cumulative return of -6.82%, resulting in a net asset value of 0.9318 yuan as of September 29, 2025 [2]. Management Changes Summary - Wu Yirong has been appointed as the new fund manager for the Wanjia CSI 300 Growth ETF, replacing He Fangzhou [3]. - Wu Yirong is also the new fund manager for the Wanjia ChiNext Comprehensive ETF, taking over from Yang Kun [3]. - Wu Yirong will manage the Wanjia CSI Semiconductor Materials and Equipment Theme ETF, succeeding He Fangzhou [4]. - Additionally, Wu Yirong has been appointed as the fund manager for the Wanjia CSI All-Index Public Utilities ETF, replacing He Fangzhou [4].
汇添富中证信息技术应用创新产业ETF发起式联接A基金经理变动:增聘罗昊为基金经理
Sou Hu Cai Jing· 2025-08-19 01:36
Group 1 - The core point of the news is the appointment of Luo Hao as the new fund manager for the Huatai-PineBridge CSI Information Technology Application Innovation Industry ETF Initiation Link (021602), effective from August 19, 2025, while Sun Hao will no longer serve in this role [1] - As of August 18, 2025, the net value of the Huatai-PineBridge CSI Information Technology Application Innovation Industry ETF Initiation Link was 1.4816, reflecting a daily increase of 2.48% and a yearly increase of 61.18% [1] Group 2 - Luo Hao holds a Bachelor's degree in Engineering from Shanghai Jiao Tong University and a Master's degree in Management from Northeastern University, USA, and has the qualification for securities investment funds [2] - Luo Hao has a history of managing multiple funds, including the Huatai-PineBridge CSI Information Technology Application Innovation Industry ETF, which has achieved a return of 70.62% since September 11, 2024 [4] - The funds managed by Luo Hao include various ETFs with significant returns, such as the Huatai-PineBridge National General Aviation Industry ETF, which has a scale of 3.18 billion and a return of 4.39% since July 16, 2025 [4]
9000亿招商基金今年“痛失”4位知名经理
Sou Hu Cai Jing· 2025-08-12 13:22
Core Viewpoint - The recent departure of notable fund manager Zhai Xiangdong from China Merchants Fund Management Co., Ltd. raises concerns about the stability of fund performance amid significant personnel changes within the company [2][3][4]. Group 1: Fund Manager Changes - Zhai Xiangdong officially left his position as the manager of the China Merchants Advantage Enterprise Mixed Fund on August 9, 2025, due to personal reasons, and will not take on any other roles within the company [2][4]. - This marks the fourth fund manager departure from China Merchants Fund this year, following Su Yanqing, Wang Yan, and Ma Long, who all left in April [2][18]. - The company has appointed Lu Wenkai as the sole manager of the fund previously managed by Zhai, who had successfully grown the fund from under 0.4 billion to over 10 billion in less than three years [4][9]. Group 2: Fund Performance - The second-quarter report for the China Merchants Advantage Enterprise Mixed Fund showed a loss of 284.88 million for Class A shares and 158.71 million for Class C shares, with net value growth rates of -3.63% and -3.77%, respectively [6][7]. - The fund's poor performance was attributed to a lack of participation in high-performing sectors such as high-dividend stocks and innovative pharmaceuticals during the quarter [6][9]. Group 3: Management Changes - The chairman of China Merchants Fund, Wang Xiaoqing, resigned from his position as vice president of China Merchants Bank on August 4, 2025, with uncertainty regarding his future role within the fund [2][30]. - The company has seen a significant turnover in its management team, with the appointment of new general manager Zhong Wenyue and three vice general managers in May 2025 [25][29]. Group 4: Industry Context - China Merchants Fund has experienced a total management scale of 908.09 billion as of August 12, 2025, reflecting a 2.72% increase from the end of 2024 [18]. - The fund has faced substantial losses in its equity products over the past three years, totaling 594.08 million [19].