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固收投资厚积薄发 汇安基金纯债类绝对收益跻身同业TOP30
Cai Fu Zai Xian· 2025-07-22 09:23
伴随年内资本市场震荡上行,投资情绪持续回升,推动公募基金规模创新高的同时,满足投资者"闷声 发小财"的债券基金,正吸引越来越多人加入到"收蛋"行列。天相投顾数据显示,截至2025年二季度 末,公募基金管理规模突破34万亿元大关,达到34.05万亿元(含估算基金),创下历史新高。其中债券基 金是"增粉主力军",二季度规模增长8653.2亿元,达到107668.09亿元,成为仅次于货基的第二大基金品 种。 自成立来就持续深耕固收赛道的汇安基金也厚积薄发,在至真至纯的纯债投资领域日益赢得业界认可。 据国泰海通证券7月1日发布的基金公司权益及固定收益类资产业绩排行榜显示,在纯债类基金绝对收益 排行榜上,汇安基金近7年(2018.07.01-2025.06.30)以31.05%的平均收益率,位居同业前30强,具体排名 为28/82。 在汇安基金固收产品货架,多只产品已入围债基"收蛋"名单,其中汇安基金绝对收益组基金经理黄济宽 和王作舟共同管理的汇安中短债债券基金、汇安永利30天持有期短债债券型基金和汇安永福90天持有期 中短债债券型基金等,均属于短债基金,主要定位为工具性和过渡性配置品种。这类产品主要匹配流动 性需求较 ...
追求流动性与收益性兼备 工银尊享短债债券成多元配置优选
Zhong Guo Jing Ji Wang· 2025-06-10 06:11
Core Viewpoint - Short-term bond funds, exemplified by ICBC Credit Suisse's "ICBC Enjoy Short-term Bond Fund," have gained attention from investors due to their stable returns and low volatility in the context of increasing demand for diversified asset allocation [1][2]. Group 1: Short-term Bond Fund Characteristics - Short-term bond funds invest in bonds with shorter durations, typically of higher credit ratings and good liquidity, making them suitable for risk-averse investors or those with short-term capital needs [1]. - As of June 9, 2025, the maximum drawdown of the Wind Short-term Pure Bond Fund Index was only -1.32%, with a recovery time of just 33 days, compared to -4.01% and 151 days for the medium to long-term pure bond index [1]. Group 2: Performance of ICBC Enjoy Short-term Bond Fund - The ICBC Enjoy Short-term Bond Fund has demonstrated strong performance across various time frames, outperforming its benchmark by 0.24% over the past six months and 0.35% over the past year, with net value growth of 1.18% and 2.35% respectively [2]. - Over longer periods, the fund's returns were 8.28% over three years, 14.54% over five years, and 19.88% since inception, consistently exceeding benchmark returns by 1.09%, 1.87%, and 2.78% respectively [2]. Group 3: Investment Strategy and Team Expertise - The fund's management team emphasizes risk control and has adjusted the portfolio by gradually reducing long-term interest rate bonds while managing duration exposure [2]. - ICBC Credit Suisse has built a comprehensive research and investment system, focusing on stable, value, and long-term investments, which has led to numerous awards for its fixed-income products since its establishment in 2005 [3][4].
摩根30天持有期债券型基金将于5月26日起发行
Zheng Quan Ri Bao Wang· 2025-05-23 10:17
Group 1 - The core viewpoint of the articles highlights the growing popularity of short-term bond funds among investors due to the continuous decline in risk-free interest rates, with the total market size reaching 1.17 trillion yuan by the end of 2024, an increase of over 120 billion yuan from the previous year [1] - Morgan Asset Management is set to launch the Morgan 30-Day Holding Period Bond Fund on May 26, 2024, aiming to capture short-term bond investment opportunities while employing a multi-strategy approach to pursue yield growth [1] - Historical performance data indicates that short-term bond funds have demonstrated stable returns and low volatility, with the Wind Short Bond Fund Index achieving an annualized return of 3.44% over the past 18 years [1] Group 2 - The Morgan 30-Day Holding Period Bond Fund will be managed by experienced fund manager Ren Xiang, who has 15 years of financial industry experience and a strong focus on credit analysis and risk control [2] - The fund has shown strong performance, with a cumulative return of 9.39% since its inception on November 30, 2021, outperforming its benchmark and the Wind Short Bond Fund Index [2] - The fund's maximum drawdowns in 2022, 2023, and 2024 were -0.22%, -0.08%, and -0.26%, respectively, all better than the maximum drawdowns of the Wind Short Bond Fund Index during the same periods [2]