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近2成权益理财近半年收益告负,合资理财新发红利精选产品
Core Insights - The report focuses on the performance of three types of investment products: "Fixed Income + Equity," Mixed, and Equity products, with data collected until June 19, 2025 [1][6][16]. Group 1: Overall Performance - As of June 19, the average net value growth rate for "Fixed Income + Equity" public investment products with a duration of 3-6 months is 1.23%, with an average maximum drawdown of 0.18% [6]. - Among 1,421 products with disclosed performance, only 3 reported negative returns in the past six months, indicating a low failure rate [6]. - The percentage of products achieving positive monthly returns is 62.63% within the "Fixed Income + Equity" category [6]. Group 2: Highlighted Product Analysis - The top-performing product in the "Fixed Income + Equity" category is Hangyin Wealth's "Happiness 99 Hongyi (Double Bond Enhancement) 100-Day Holding Period," with a net value growth rate of 6.04% over the past six months [7][8]. - The second and third positions are held by "April Xin Shortest Holding Period No. 5 A" from Puyin Wealth at 4.54% and "Flexible Growth Profit Launch 180-Day Holding No. 2 D" from Ping An Wealth at 3.63% [7][8]. Group 3: Mixed Product Performance - The average net value growth rate for mixed investment products with a duration of 3-6 months is 1.61% [12]. - The top product in this category is "Xinghe Huijing No. 1" from Xingyin Wealth, achieving a net value growth rate of 9.83%, but it also has a high maximum drawdown of 10.28% [12][10]. Group 4: Equity Product Performance - The average net value growth rate for equity public investment products over the past six months is 3.53%, with a maximum drawdown average of 10.91% [16]. - Notably, 16.67% of equity products reported negative returns, with the largest decline seen in "Tiangong Daily Open No. 7 (Home Building Materials Index)" from Huaxia Wealth, which fell over 8% [16]. Group 5: New Product Launches - A new equity product launched in June is "Shengxin Junzhi Private Banking Enjoyment Dividend Selected Quantitative No. 1" from Goldman Sachs Industrial Bank, with a fundraising scale of 36.018 million yuan [17].