基金管理
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积极把握市场机会 新基金大胆建仓
Zhong Guo Zheng Quan Bao· 2025-08-08 07:19
Group 1 - The core viewpoint of the articles indicates that new funds are being established and invested at a faster pace this year, with many funds ending their fundraising early and actively building positions in equity assets due to a stable economic environment and ample liquidity in the A-share market [1][6][7] Group 2 - Several funds, including those from Guotai Fund and others, have announced early closure of fundraising, reflecting strong investor interest and confidence in the market [2][4] - New funds launched in the last quarter have shown impressive performance, with some achieving returns exceeding 30% since their inception [3][5] - Many newly established equity funds have quickly built positions, with some reporting changes in net asset value just days after their launch, indicating a proactive investment strategy [4][5] Group 3 - Fund companies are optimistic about the future of A-shares, expecting a potential upward trend in the market, supported by stable economic conditions and liquidity [6][7] - The investment focus is shifting towards sectors such as technology, consumer demand, and safety-related assets, with expectations of improved corporate earnings in the upcoming quarters [8]
汇安裕宏利率债债券成立 规模60亿元
Zhong Guo Jing Ji Wang· 2025-08-08 07:19
中国经济网北京5月19日讯 汇安基金管理有限责任公司于5月17日发布汇安裕宏利率债债券型证券 投资基金基金合同生效公告。 | 基金募集申请获中国证监会核 | | 证监许可[2025]339号 | | | --- | --- | --- | --- | | 准的文号 | | | | | 基金募集期间 | | 自2025年5月6日 | | | | | 至 2025年5月14日止 | | | 验资机构名称 | | 容诚会计师事务所(特殊普通合伙) | | | 募集资金划入基金托管专户的 | | 2025年5月16日 | | | 日期 | | | | | 募集有效认购总户数(单位:户) | | 276 | | | 份额级别 | 汇安裕宏利率债债 | 汇安裕宏利率债债 | 合计 | | | 券A | 券C | | | 募集期间净认购金额(单位:元) | | 5,399,930,345.73 600,006,542.00 | 5.999,936,887.73 | | 认购资金在募集期间产生的利 | 12,688.14 | 0. 11 | 12,688.25 | | 息(单位:元) | | | | | 有效认购份额 募集份 ...
王重昆任先锋基金董事长
Zhong Guo Jing Ji Wang· 2025-08-08 07:18
中国经济网北京5月19日讯 近日,先锋基金管理有限公司公告称,王重昆任公司董事长。 | 新任人员职务 | 重事长 | | --- | --- | | 新任人员姓名 | 王重昆 | | 任职日期 | 2025-5-16 | | 过往从业经历 | 曾任中国建设银行股份有限公司办公室法规 | | | 处干事、秘书处秘书,中国信达资产管理公 | | | 司总裁办公室秘书,宏源证券股份有限公司 | | | 董事会秘书,信达澳银基金管理有限公司市 | | | 场部市场总监、副总经理、总经理,领先生 | | | 物农业股份有限公司副董事长兼战略规划委 | | | 员会主席,丰图北控(宁波)投资管理有限公 | | | 司投资经理,天一星辰(北京)科技有限公司 | | | 副总经理。 | | 取得相关从业资格 | 基金从业资格 | | 国籍 | 中国 | | 学历、学位 | 本科、硕士 | 王重昆曾任中国建设银行股份有限公司办公室法规处干事、秘书处秘书,中国信达资产管理公司总 裁办公室秘书,宏源证券股份有限公司董事会秘书,信达澳银基金管理有限公司市场部市场总监、副总 经理、总经理,领先生物农业股份有限公司副董事长兼战略规划委员 ...
融通通昊三个月定期开放债券型发起式增聘王超
Zhong Guo Jing Ji Wang· 2025-08-08 07:18
中国经济网北京5月21日讯 今日,融通基金公告,融通通昊三个月定期开放债券型发起式增聘王 超。 | 基金名称 | 融通過吴三个月定期开放债券型发起式证 | | --- | --- | | | 券投资基金 | | 基金简称 | 融通過吴三个月定期开放债券型发起式 | | 基金主代码 | 005289 | | 基金管理人名称 | 融通基金管理有限公司 | | 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 | 增聘基金经理 | | 新任基金经理姓名 | 王超 | | 共同管理本基金的其他基金经 | 黄浩荣 | | 理姓名 | | | 离任基金经理姓名 | . | (责任编辑:康博) 王超2007年7月至2012年8月就职于平安银行金融市场产品部从事债券投资研究工作。2012年8月加 入融通基金管理有限公司,历任投资经理、固定收益部总监、基金经理。 融通通昊三个月定开债成立于2018年4月17日,截至2025年5月20日,其今年来收益率为0.52%,成 立来收益率为34.48%,累计净值为1.3024元。 ...
财通资管宸瑞一年持有期混合增聘李响 成立4年亏两成
Zhong Guo Jing Ji Wang· 2025-08-08 07:18
中国经济网北京5月22日讯 今日,财通证券资产管理有限公司公告称,财通资管宸瑞一年持有期混 合(A类010413;C类010414)增聘基金经理李响。 李响曾在东方证券股份有限公司、上海东方证券资产管理有限公司工作。2023年5月加入财通证券 资产管理有限公司,现任权益研究部总经理。 财通资管宸瑞一年持有期混合A、C成立于2021年1月20日,截至2025年5月21日,其今年来收益率 为6.14%、5.89%,成立来收益率为-20.11%、-22.16%,累计净值为0.7989元、0.7784元。 | 基金名称 | 财通资管宸瑞一年持有期混合型证券投资基金 | | --- | --- | | 基金简称 | 财通资管宸瑞一年持有期混合 | | 基金主代码 | 010413 | | 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 | 增聘基金经理 | | 新任基金经理姓名 | 李阿 | | 共同管理本基金的其他基 | 姜永明 | | 金经理姓名 | | (责任编辑:李荣) ...
万家瑞盈灵活配置混合增聘李自龙
Zhong Guo Jing Ji Wang· 2025-08-08 07:18
中国经济网北京5月22日讯 今日,万家基金管理有限公司公告称,万家瑞盈灵活配置混合(A类 003734;C类003735)增聘李自龙。 李自龙曾任通联数据股份公司金融工程部量化研究员,上海鹤骑鹰投资管理有限公司投资研究部量 化研究员,东兴期货有限责任公司投资咨询部研究员等职。2020年4月入职万家基金管理有限公司,现 任量化投资部基金经理,历任量化投资部投资经理助理、投资经理。 万家瑞盈灵活配置混合A、C成立于2016年11月11日,截至2025年5月21日,其今年来收益率 为-0.38%、-0.46%,成立来收益率为25.86%、25.06%,累计净值为1.2587元、1.2507元。 | 公告基本信息 | | --- | | 基金名称 | 万家瑞盈灵活配置混合型证券投资基金 | | --- | --- | | 基金简称 | 万家瑞盈 | | 基金主代码 | 003734 | | 基金管理人名称 | 万家基金管理有限公司 | | 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 | 增聘基金经理 | | 新任基金经理姓名 | 李自龙 | | 共同管理本基金的基金 ...
东方红裕丰回报债券成立 规模26.5亿元
Zhong Guo Jing Ji Wang· 2025-08-08 07:18
中国经济网北京5月27日讯 今日,上海东方证券资产管理有限公司发布东方红裕丰回报债券型证券 投资基金基金合同生效公告。 (责任编辑:李荣) 该基金募集期间净认购金额合计2,648,179,362.38元,认购资金在募集期间产生的利息合计 860,184.64元,募集份额合计2,649,039,547.02份。 | 基金募集申请获中国证 | | 证监许可[2025]338号 | | | | --- | --- | --- | --- | --- | | 监会核准的文号 | | | | | | 重令变革湖回 | | 自2025年4月28日至2025年5月21日止 | | | | 验资机构名称 | | 德勤华永会计师事务所(特殊普通合伙) | | | | 募集资金划入基金托管 | | 2025年5月23日 | | | | 专户的日期 | | | | | | 募集有效认购总户数(单 | 5,928 | | | | | 位:户) | | | | | | 份额类别 | | 东方红裕丰回报债券 | 东方红裕丰回报债券 | 合计 | | | A | | C | | | 募集期间净认购金额(单 | | 804,741,508. ...
万家鑫享纯债增聘周潜玮
Zhong Guo Jing Ji Wang· 2025-08-08 07:17
Group 1 - The core point of the news is the appointment of Zhou Qianwei as an additional fund manager for the Wanjia Xinxing Pure Bond Fund by Wanjia Fund Management Co., Ltd [1] - Zhou Qianwei has a background in the financial market, having previously worked as a bond trader and deputy head of the fixed income department at Shanghai Bank [1] - The Wanjia Xinxing Pure Bond Fund was established on February 9, 2017, and as of June 6, 2025, it has achieved a year-to-date return of 0.71% and a cumulative return since inception of 34.60% [1] Group 2 - The fund is classified as a bond-type securities investment fund, with the main code 003747 [2] - The announcement of the fund manager change is based on the "Publicly Raised Securities Investment Fund Information Disclosure Management Measures" [2] - Zhou Qianwei will be managing the fund alongside the existing fund manager, Zhou Hui [2]
东方阿尔法总经理管理东方阿尔法招阳4年亏损53%
Zhong Guo Jing Ji Wang· 2025-08-08 07:17
Core Viewpoint - Several well-known fund managers have resigned from their positions in 2023, with significant losses reported during their tenure, raising concerns about their investment performance [1][2]. Group 1: Fund Manager Resignation - Liu Ming was dismissed as the fund manager of the Dongfang Alpha Zhaoyang Mixed Securities Investment Fund on June 7, 2023, due to internal adjustments within the company [1]. - Liu Ming had managed the fund since March 17, 2021, for a total of 4 years and 82 days, during which the A-class share return was -53.07% and the C-class share return was -55.33% [2][3]. Group 2: Fund Performance - The cumulative net value of the Dongfang Alpha Zhaoyang Mixed A/C shares as of June 12, 2025, was only 0.4668 yuan and 0.4443 yuan, respectively [2]. - The Dongfang Alpha Zhaoyang Mixed E share, despite being established later, also reported a loss of nearly 30% after over two years of management [2]. - Liu Ming also resigned from the Dongfang Alpha Selected Mixed A/C in April 2023, which he managed for 7 years, resulting in a loss of 20.02% [3].
国寿安保稳诚混合增聘唐笑天
Zhong Guo Jing Ji Wang· 2025-08-08 07:17
Group 1 - The core point of the news is the appointment of Tang Xiaotian as a new fund manager for the Guoshou Anbao Stable Mixed Fund, effective from March 2024 [1][2] - Tang Xiaotian has a diverse background in financial analysis and fund management, having previously worked at various financial institutions including China International Capital Corporation and Tianfeng Securities [1] - The Guoshou Anbao Stable Mixed Fund was established on January 20, 2017, and has reported a year-to-date return of 1.03% and 0.99% for its two share classes as of June 12, 2025, with cumulative returns since inception of 51.67% and 50.44% respectively [1] Group 2 - The fund is managed by Guoshou Anbao Fund Management Co., Ltd., and the announcement was made in accordance with relevant regulations regarding public offering securities investment funds [2] - The fund manager change is classified as an additional appointment, with Wu Jian continuing to co-manage the fund alongside Tang Xiaotian [2]