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3800点“牛头”昂起!超97%主动权益基金“吃肉”,这122只却还在“站岗”
Hua Xia Shi Bao· 2025-09-05 11:38
与此同时,飘红的喜悦在公募基金中蔓延。数据显示,截至9月4日,全市场13110(仅包含主代码,下 同)只公募基金中,超94%年内获得正收益,397只年内收益率突破50%,超12%基金收益突破30%。 主动权益类基金表现尤其优秀。数据显示,截至9月4日,4581只主动权益类基金(包括普通股票型基 金、偏股混合型基金、灵活配置型基金)平均收益21.61%。其中,超97%斩获正收益;1077只"牛基"收 益超30%,占比23.51%;293只收益在50%以上,占比达到了6.40%。 然而,当市场目光齐聚新高之际,仍有大批主动权益基金净值悄然"躺平"——其重仓的制造等板块尚未 收复年初失地,仿佛还停留在寒冬里。 华夏时报记者 耿倩 上海报道 超九成主动权益基金赚钱 "一根大阳线,千军万马来相见。"9月5日,沪指报收3812.51点,涨1.24%;深成指报收12590.56点,涨 3.89%;创业板指报收2958.18点,涨6.55%。沪深两市全天成交额达2.3万亿元,超4800只个股上 涨。"牛市回来了"刷屏朋友圈。 8月以来,A股呈现"单边震荡上行"的加速上涨特征,主要股指均创阶段或历史新高,成交持续放量, 板块热 ...
2100亿规模鑫元基金副总"降职" 南京银行系高管全面接管
Guan Cha Zhe Wang· 2025-09-05 07:19
王辉于2013年8月鑫元基金成立之初即加入公司,历任首席市场官、总经理助理,2016年4月升任副总经 理,分管销售营销部门,至今已担任副总超过9年。加入鑫元基金前,王辉曾在中国人民银行南京市分 行、南京证券、世纪证券等机构任职。 【文/羽扇观金工作室】 【文/羽扇观金工作室】 管理规模超2100亿元的鑫元基金管理有限公司近日发生重要人事变动,担任副总经理近十年的"元老 级"高管王辉因"工作安排"调整,转任公司高级专员,引发市场关注。 9月1日,鑫元基金公告显示,副总经理王辉转任高级专员。这一职位调整在业内颇为罕见——从统筹重 要业务的核心管理层,降至偏向执行层面的专员岗位。 值得注意的是,此次人事调整发生在鑫元基金业绩表现良好的背景下。2025年上半年,公司实现营业收 入3.56亿元,同比增长17.49%;净利润1.07亿元,同比增长15.03%。截至上半年末,管理规模达2117.84 亿元。 南京银行系高管全面掌权 人事变动背后,体现出大股东南京银行对鑫元基金控制力的增强。作为持股80%的控股股东,南京银行 近年来持续向鑫元基金派驻高管。 目前,鑫元基金高管团队中南京银行背景人员占据主导地位。董事长龙艺、总 ...
Elanor Investors (ENN) Update / Briefing Transcript
2025-09-03 01:02
Elanor Investors Group (ENN) Update Summary Company Overview - **Company**: Elanor Investors Group (ENN) - **Event**: Investor Briefing on September 02, 2025 - **Focus**: Update on FY24 financial results and future strategies Key Financial Highlights - **FY24 Funds Management Income**: $56.2 million, an increase of 13.5% from FY23, attributed to the acquisition of the Challenger Life Company mandate, raising assets under management from $3 billion to $5.9 billion [4] - **Core Earnings**: $12.8 million for FY24, impacted by the voluntary suspension of trading in August 2024 and subsequent asset write-downs [5] - **Net Tangible Assets (NTA)**: Decreased to $0.32 per security as of June 30, 2024, down from $1.23 a year prior, due to significant losses and impairments totaling $79.9 million [7] - **Asset Realizations**: Significant asset write-downs occurred, particularly in the Elanor Hotel Accommodation Fund (EHAF), reflecting values at the bottom of the cycle [6] Strategic Initiatives - **Rockworth Recapitalization**: A critical plan to stabilize the balance sheet and reduce gearing, requiring approval from security holders in November 2025 [3][18] - **Governance Improvements**: Enhanced governance structures, including an independent investment committee and a risk committee, to strengthen management oversight [13] - **CEO Search**: Ongoing search for a new CEO, expected to be completed by November 2025 [13] Market Position and Future Outlook - **EHAF Strategy**: Focus on maintaining a smaller group of hotels to recover capital value and target distributions to investors for the first time in over 18 months [9] - **Lettera Group Takeover Offer**: ECF's board recommends rejecting the offer, asserting that the fund's strategy remains unchanged and is not influenced by Rockworth [14][16] - **Rockworth Investment**: Rockworth Capital Partners to invest $125 million into Elanor, facilitating recapitalization and growth opportunities in real estate [16][17] Additional Insights - **Operational Performance**: Strong leasing activity and successful management of real estate assets, with over $1 billion in divestments and significant construction projects [11] - **Cultural Shift**: Changes in management and governance have created a culture shift within Elanor, positioning the company for future opportunities [13] - **Regulatory Preparations**: Notice of meeting and explanatory memorandum for security holders to be dispatched in early October 2025, emphasizing the importance of the Rockworth transaction for financial stability [18] Conclusion - Elanor Investors Group is navigating a challenging financial landscape with a clear strategy for stabilization and growth, focusing on governance improvements and strategic partnerships to enhance shareholder value [19]
香港交易所支持!万得3C会议 “点金香江” 系列活动9月2日起开启
Wind万得· 2025-09-02 00:00
16:00-16:45 圆桌论坛一 16:45-17:30 圆桌论坛二 2025 年 9 月 2 日至 9 月 12 日,在香港交易所的支持下,万得 3C 会议将推出点金香江之 " 穹象大衍, 稽 微开物 —— 香港金融市场前沿投资探索 系列 " 线上与线下会议。 本系列的四场 线上会议 将于 9 月 2 日至 9 月 10 日 举行,分别以"从数字化到智能化,探索认知与应用的新维度"、"自生产端到消费端,技术革新与需求 升级激发价值链重构"、"由个体到社会,科技与制度共塑未来福祉"、"从效率工具到方法论跃迁, AI 驱动投资研究及资产管理革新"为主题。用户可通过 进入 Wind 金融终端,输入命令 " 3C " 进入万得 3C 会议板块,搜索"点金香江" 栏目进行观看;也可扫描本文附带海报中的直播二维码预约。 本系列的 线下专场 会议将于 9 月 12 日 在万得大厦举行,聚焦"探索 AI 技术在前沿领域投资研究中的辅助作用与应用"。我们诚挚邀请您莅临参与现场交 流及互动, 扫描海报中的报名二维码即可锁定席位。 · 驭势科技联合创始人、董事长、CEO | 吴甘沙 · 主持人:华泰证券海外科技首席 | 何翩翩 ...
Acontoudlodning 1. halvår 2025 i Investeringsforeningen Nordea Invest
Globenewswire· 2025-09-01 07:00
Group 1 - Nordea Invest is distributing interim dividends for the period from January 1, 2025, to June 30, 2025, with payments scheduled for September 15, 2025 [1] - The dividend for Nordea Invest Short Bonds KL 1 is set at 1.1 DKK per share [1] - The dividend for Nordea Invest Intermediate Bonds KL 1 is set at 1.4 DKK per share [2] Group 2 - The last trading day including the dividend is September 10, 2025, and the dividend will be deducted from the price on September 12, 2025 [1][2]
中金公司获易方达基金增持554.92万股
Ge Long Hui· 2025-09-01 01:13
格隆汇9月1日丨根据联交所最新权益披露资料显示,2025年8月25日,中金公司(03908.HK)获易方达基金管理有限公司在场内以每股均价23.3198港元增持 554.92万股,涉资约1.29亿港元。 增持后,易方达基金管理有限公司最新持股数目为138,346,400股,持股比例由6.98%上升至7.27%。 | 股份代號: | 03908 | | --- | --- | | 上市法國名稱: | 中國國際金融股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 01/08/2025 - 01/09/2025 | | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 費出或涉及的 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的日期相關 | | | --- | --- | --- | --- | --- | --- | --- | | | | | 股份數目 | | (請參閱上述*註 | 有投票權股(日/月/年) 權 | | | | | | | | 份自分比 | | | | | | | | 961 | | CS20250828E00143 | 易方达基金管理 ...
华夏蓝筹LOF: 华夏蓝筹核心混合型证券投资基金(LOF)2025年中期报告
Zheng Quan Zhi Xing· 2025-08-29 09:36
华夏蓝筹核心混合型 证券投资基金(LOF) 基金管理人:华夏基金管理有限公司 基金托管人:交通银行股份有限公司 报告送出日期:二〇二五年八月三十日 华夏蓝筹核心混合型证券投资基金(LOF)2025 年中期报告 基金管理人的董事会、董事保证本报告所载资料不存在虚假记载、误导性陈述或重大遗漏,并 对其内容的真实性、准确性和完整性承担个别及连带的法律责任。本中期报告已经三分之二以上独 立董事签字同意,并由董事长签发。 基金托管人交通银行股份有限公司根据本基金合同规定,于 2025 年 8 月 28 日复核了本报告中 的财务指标、净值表现、利润分配情况、财务会计报告、投资组合报告等内容,保证复核内容不存 在虚假记载、误导性陈述或者重大遗漏。 基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资产,但不保证基金一定盈利。 基金的过往业绩并不代表其未来表现。投资有风险,投资者在作出投资决策前应仔细阅读本基 金的招募说明书及其更新。 本报告中财务资料未经审计。 本报告期自 2025 年 1 月 1 日起至 6 月 30 日止。 华夏蓝筹核心混合型证券投资基金(LOF)2025 年中期报 告 华夏蓝筹核心混合型证券投资基 ...
宁波国资「宁波通商基金管理有限公司」招聘公告
投资界· 2025-08-27 08:18
Core Viewpoint - Ningbo Tongshang Holding Group Co., Ltd. is a state-owned capital investment and operation company authorized by the Ningbo Municipal Government, with total assets of 336.5 billion yuan by the end of 2024 [1] Group 1: Company Overview - Ningbo Tongshang Fund Management Co., Ltd. is a wholly-owned subsidiary of Ningbo Tongshang Holding Group, focusing on "fund management + fund investment" as its core business [1] - The fund currently manages an agreement scale exceeding 110 billion yuan, making it one of the largest private equity investment institutions in Zhejiang Province and the largest in Ningbo [1] - The company has received multiple awards, including "Outstanding Institution for Financial Support to the Real Economy" from the Ningbo Municipal Government for 2022-2023 and "Top Ten" benchmark institution for patient capital in 2024 [1] Group 2: Investment Strategy - The fund aims to invest in emerging and future industries that align with Ningbo's industrial strategic direction, focusing on strengthening, supplementing, and extending industrial chains [1] - In the past three years, eight directly invested companies have gone public, four have been recognized as "global unicorns," and three have made it to the "Global Cheetah/Gazelle Companies List" [1] Group 3: Recruitment Information - The company is actively recruiting five employees, emphasizing a commitment to creating a leading fund investment management company in Zhejiang with ample career development opportunities for passionate investment professionals [2][3] - The recruitment process adheres to principles of openness, equality, competition, and merit-based selection [4]
今日新聘基金经理12人,离任5人
Sou Hu Cai Jing· 2025-08-26 08:56
Group 1 - A total of 12 new fund managers have been appointed today, covering 21 funds, primarily from Invesco Great Wall Fund and Harvest Fund [1] - Five fund managers have resigned today [1] Group 2 - The newly appointed fund managers include those managing various types of funds such as bond funds and mixed funds [2] - Specific funds managed by new hires include Invesco Great Wall's bond funds and Harvest's index-enhanced funds [2] - The resignation of fund managers was attributed to reasons such as business adjustments and personal reasons [4]
苏新基金:新任李永兴为公司副总经理
Bei Jing Shang Bao· 2025-08-25 09:56
北京商报讯(记者 郝彦)8月25日,苏新基金发布公告表示,新任李永兴为公司副总经理。 公开简历显示,李永兴2006年7月进入交银施罗德基金工作,先后任研究员、基金经理助理、基金经 理。2015年11月起任九泰基金投资总监。2017年6月起任永赢基金总经理助理、基金经理,2018年10月 起任永赢基金副总经理、基金经理,其中,2018年7月至2025年1月兼北京分公司负责人。2025年6月入 职苏新基金。 | 基金管理人名称 | 苏新基金管理有限公司 | | --- | --- | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》《证 | | | 券基金经营机构董事、监事、高级管理人员及从 | | | 业人员监督管理办法》等 | | 高管变更类型 | 新任基金管理公司副总经理 | | 新任高级管理人员职务 | 副总经理 | | --- | --- | | 新任高级管理人员姓名 | 李永兴 | | 任职日期 | 2025-08-25 | | 过往从业经历 | 2006年7月进入交银施罗德基金管理有限公司工作,先后任 | | | 研究员、基金经理助理、基金经理。2015年11月起任九泰 | | | 基金管 ...