权益类理财产品
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近3个月权益类理财产品逾半数净值下跌,4只产品跌幅超3%
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-25 02:18
产品统计范围为理财公司权益类理财公募产品,统计截止日期为2025年12月18日,统计区间为近3个月。 数据说明: 榜单排名来自理财通AI全自动化实时排名,如您对数据有疑问,请在文末联系助理进一步核实。 | । ਦੋਵ | 产品名称 | 净值增 管理人 长率 | 最大回撤 | 年化波动 网 | | --- | --- | --- | --- | --- | | | 阳光红新能源主题A | 光大理财 4.39% | 12.61% | 27.64% | | | 华夏理财长 开理财产 品1号(水电指数) | 华夏理财 3.86% | 7.08% | 13.30% | | | 华夏理财天 日光搜财产 品8号(贵金属指数) | 华夏理财 3.37% 13.88% | | 25.87% | | 4 | 阳光红ESG行业精选 | 2.40% 光大理财 | 6.78% | 18.53% | | 5 | 民生理财金竹量化增强半 年持有期1号理财产品A | 民生理财 2.17% | 6.43% | 10.79% | | 6 | 华夏理财大上目计理财产 品20号(中诚信股东回报 | 华夏理财 1.95% | 5.42% | 9.15 ...
权益类理财产品近一月平均跌超1%,仅5只产品收益率为正
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-19 04:06
数据说明: 产品统计范围为理财公司权益类理财公募产品,统计截止日期为2025年12月11日,统计区间为近1个月。 11月以来,上证指数多次站上4000点后于11月下旬震荡下挫。近一个月(2025年11月12日-12月11日,下同),A股三大指数涨 跌不一,其中上证指数跌3.23%,深证成指跌1.07%、创业板指微涨0.94%。 板块上看,近期板块快速轮动,申万二级行业中,前一个月(2025年10月12日-11月11日)涨幅居前的焦炭、光伏设备等板块, 近一个月(2025年11月12日-12月11日)领跌。涨幅上看,近一个月航天装备、通信设备、军工电子板块涨幅居前。 权益类理财产品上,南财理财通数据显示,近1个月(截至12月11日),理财公司权益类公募理财产品净值增长率均值 为-1.58%,49只样本仅5只产品收益率为正,其中,华夏理财"天工日开理财产品10号(新能源运营商指数)"跌超7%,跌幅居前。 本期上榜的10只产品近1个月净值增长率均值为1.55%,其中仅华夏理财"天工日开理财产品17号(军工电子指数)A"、青银理 财"璀璨人生奋斗系列开放式净值型人民币理财计划权益类(30天最低持有期)A"、信银理财" ...
权益类理财产品近一年平均收益率28.74%,但仍有近四成破净
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-21 10:47
Core Insights - The article highlights the performance of equity public funds in China, with significant growth in net value and a notable number of products achieving positive returns over the past year [4]. Group 1: Performance Metrics - The average net value growth rate for equity public funds over the past year is 28.74%, with an average maximum drawdown of 12.85% [4]. - The top-performing product, "Tian Gong Ri Kai 6 Hao (Micro Plate Growth Low Volatility Index)" from Huaxia Wealth Management, achieved a net value growth rate of 71.69% [4]. - Other notable products include "Tian Gong Ri Kai 5 Hao (AI Computing Power Index)" and "Tian Gong Ri Kai 2 Hao (Digital Infrastructure Index)" with growth rates of 62.49% and 53.60%, respectively [4]. Group 2: Market Trends - As the equity market strengthens, there is a rising interest in index investments, prompting several wealth management companies to launch new indices [5]. - Recent launches include the "Zhongxin-招商银行理财SMARP稳健" index aimed at capturing multi-asset opportunities and the "Zhongxin-华夏理财公募REITs精选" index focusing on REITs categorized by asset type [5]. Group 3: Product Status - Despite the positive performance, 37.5% of the equity public funds are still in a state of loss, indicating a mixed performance landscape [4]. - Specific products in this category include "Yangguang Hong New Energy Theme A" and "Yangguang Hong ESG Industry Selected" from Everbright Wealth Management, which are among those with lower performance [4].