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莫海波2025年三季度表现,社会责任定开基金季度涨幅65.99%
Sou Hu Cai Jing· 2025-10-24 21:13
Core Insights - Fund manager Mo Haibo oversees two funds, with the best performance in the latest quarter being the Social Responsibility Open Fund (161912), which achieved a net value increase of 65.99% [1][2]. Fund Performance Summary - The Social Responsibility Open Fund (161912) has a scale of 7.33 billion yuan and an annualized return of 27.00%, with a quarterly increase of 65.99%. Its top holding is Zhaoyi Innovation (603986.SH), accounting for 9.67% of the net value [2]. - The Wan Jia Social Responsibility 18-Month Open Fund C has a scale of 0.32 billion yuan, an annualized return of 26.37%, and a quarterly increase of 65.78%, also holding Zhaoyi Innovation at 9.67% [2]. Historical Performance of Mo Haibo - During his tenure managing the Wan Jia He Xie Growth Mixed A Fund (519181), Mo Haibo achieved a cumulative return of 309.47% with an average annualized return of 14.4%. He made 90 adjustments to the heavy positions, with a success rate of 56.67% [2]. - Notable stocks with significant performance during his management include: - Ganfeng Lithium: 666.30% estimated return with a company performance growth of 1360.16% [5]. - Ningde Times: 95.25% estimated return with a company performance growth of 22.43% [5]. Stock Adjustment Cases - Examples of stock adjustments include: - Ganfeng Lithium was bought in Q3 2019 and sold in Q3 2021, yielding an estimated return of 666.30% [5]. - Ningde Times was bought in Q1 2020 and sold in Q4 2020, yielding an estimated return of 95.25% [5]. - Conversely, Tianqi Lithium was bought in Q4 2017 and sold in Q3 2019, resulting in an estimated return of -58.90% [5]. Heavy Position Adjustment Examples - The table of heavy position adjustments shows various stocks, their entry and exit quarters, company performance growth, and estimated returns, highlighting both successful and unsuccessful investments [3][4].
钧达股份连跌8天,万家基金旗下3只基金位列前十大股东
Sou Hu Cai Jing· 2025-04-07 09:20
Company Overview - JunDa Co., Ltd. has experienced a significant decline, with a cumulative drop of -31.36% over eight consecutive trading days [1] - The company focuses on photovoltaic technology and has acquired 100% of Jietai Technology, aiming to become a leading global manufacturer of photovoltaic cells [1] Fund Involvement - Three funds managed by WanJia Fund have entered the top ten shareholders of JunDa Co., Ltd. in the first quarter of this year, namely WanJia Quality Life Mixed A, WanJia Selected Mixed A, and WanJia Artificial Intelligence Mixed A [1] - The year-to-date performance of these funds is as follows: WanJia Quality Life Mixed A at -8.96% (ranked 2288 out of 2324), WanJia Selected Mixed A at -8.81% (ranked 4528 out of 4592), and WanJia Artificial Intelligence Mixed A at -9.51% (ranked 4543 out of 4592) [1] Fund Manager Profiles - Mo Haibo, the fund manager for WanJia Quality Life Mixed A, has a background in investment research and has been with WanJia Fund since 2015 [4][6] - Geng Jiaozhou, the fund manager for WanJia Artificial Intelligence Mixed A, has been with WanJia Fund since 2012 and has held various positions within the company [7]
跌停!万家基金旗下3只基金持仓钧达股份,合计持股比例1.98%
Sou Hu Cai Jing· 2025-03-31 12:20
Core Viewpoint - JunDa Co., Ltd. experienced a significant stock drop, with its shares hitting the daily limit down on March 31, indicating market concerns about its recent acquisition and overall performance in the photovoltaic sector [1]. Company Overview - JunDa Co., Ltd. is a publicly listed photovoltaic technology company in China (002865.SZ) that focuses on the research, production, and sales of photovoltaic cells, aiming to become a global leader in this field [1]. Recent Developments - The company has acquired 100% of Jietai Technology, which aligns with its strategy to concentrate on photovoltaic cell development [1]. - Three funds managed by WanJia Fund have entered JunDa's top ten shareholders, with a combined holding of 1.98% [1]. Fund Performance - The three funds, WanJia Quality Life Mixed A, WanJia Selected Mixed A, and WanJia Artificial Intelligence Mixed A, have reported negative returns year-to-date, with performance rankings in the lower percentiles of their categories: - WanJia Quality Life Mixed A: -6.96%, ranked 2287 out of 2324 [1] - WanJia Selected Mixed A: -6.26%, ranked 4522 out of 4593 [1] - WanJia Artificial Intelligence Mixed A: -7.56%, ranked 4544 out of 4593 [1]. Fund Management - The fund managers for the aforementioned funds are Mo Haibo and Geng Jiazhou, both of whom have extensive experience in investment management [4][6]. - Mo Haibo has been with WanJia Fund since 2015 and currently manages multiple funds with a total asset under management of 146.58 billion yuan [5]. - Geng Jiazhou has been with WanJia Fund since 2012 and manages several funds, with a total asset under management of 59.93 billion yuan [6].