明星基金经理依赖症
Search documents
顶流陨落,鹏华基金前副总王宗合突然病逝,一个时代的告别
Sou Hu Cai Jing· 2025-12-31 18:32
王宗合的职业生涯高光时刻定格在2020年7月8日——其掌舵的鹏华匠心精选混合单日吸金1371亿元,创下公募史上最高认购纪录,他也由此被冠以"国民 基金经理"称号。 长期重仓白酒、坚守"头部公司"逻辑,使其管理的鹏华消费优选、养老产业等产品年化回报超10%,屡获金牛奖。 作者:圈儿姑娘 痛心不已,12月29日,公募基金行业痛失一位标志性人物——鹏华基金前副总经理、曾管理超500亿元规模的"国民基金经理"王宗合因病逝世。 从千亿认购神话到悄然卸任,再到英年早逝,他的职业生涯浓缩了公募"狂飙时代"的辉煌与残酷,也折射出基金经理这一高压职业背后的隐痛。 从巅峰到沉寂,一位"顶流"的起落 王宗合离任后,其代表作由新一代基金经理接棒。如鹏华匠心精选现由陈璇淼管理,规模从巅峰缩水至65亿元,成立以来亏损近三成;鹏华创新未来混合 则交由"电车女神"闫思倩,但频繁调仓未能扭转颓势,净值进一步下探。 这些数字背后,不仅是市场风格变迁的印记,更揭示了"明星基金经理依赖症"的脆弱性——当个人光环退去,产品能否延续生命力,考验的是平台投研体 系的真正实力。 王宗合的离世,继泉果基金王国斌之后,再次敲响行业警钟。在"投资是场长跑"的信条 ...
上银基金包公交广告宣传的陈博业绩怎么样? 在管多只产品有清盘风险
Feng Huang Wang Cai Jing· 2025-10-30 06:22
Core Viewpoint - The marketing strategy of Shangyin Fund, which emphasizes the fund manager Chen Bo as a personal brand, has sparked controversy within the industry, raising questions about its effectiveness and alignment with regulatory guidelines [4][18]. Marketing Strategy - Shangyin Fund has launched a large-scale advertising campaign featuring fund manager Chen Bo's image, promoting him as a "new trendy buyer" [1][5]. - The campaign includes interactive activities on social media platforms, such as a lottery for users who engage with the promotional content [7][18]. - The marketing approach has drawn comparisons to "fan culture," with many users focusing on promotional giveaways rather than discussing the performance of Chen Bo's managed funds [9][11]. Fund Performance - Chen Bo manages six funds, with only one, Shangyin Future Life Flexible Allocation Mixed Fund, showing a year-to-date return of 36.36%, outperforming the CSI 300 Index's 20.66% [13][14]. - The performance of the other funds under Chen Bo's management has been subpar, with several facing potential liquidation risks due to low asset values [15][18]. Regulatory Concerns - The marketing strategy of emphasizing a single fund manager contrasts with regulatory calls for a more team-oriented investment approach, which could lead to increased risks for investors [18][22]. - As of the end of Q3, Shangyin Fund's total management scale was 251.5 billion yuan, with equity products accounting for less than 2% of its total assets, indicating a need for growth in this area [18][22].