东吴双三角基金

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知名基金公司董事长,变更!
Zhong Guo Ji Jin Bao· 2025-08-09 01:58
8月8日晚间,东吴基金发布公告称,董事长马震亚因到龄转任公司高级督导,任命薛臻为公司新董事长。 【导读】薛臻履新东吴基金迎来新任董事长 又一家基金公司董事长迎来新人选。 8月8日晚间,东吴基金发布公告称,董事长马震亚因到龄转任公司高级督导,任命薛臻为公司新董事长。 数据显示,东吴基金成立于2004年9月2日,截至今年二季度末,公司旗下管理的非货基金规模为263亿元,行业排名第95名。 东吴基金迎来新任董事长 不过,从权益基金业绩上看,东吴基金仍面临业绩分化的挑战,Wind数据显示,截至8月8日,除了刘元海管理的几只基金过去五年排名行业前列之外, 东吴安享量化基金过去五年净值跌超60%,东吴双三角基金过去五年净值跌超50%,上述两只基金二季度末规模已经不足5000万元,沦为迷你基金。东吴 价值成长过去五年净值跌幅也超过40%。 公开资料显示,东吴基金成立于2004年9月2日,总部位于上海,注册资本为1亿元人民币。公司股东为东吴证券、海澜集团,其中,东吴证券持有东吴基 金70%的股份,为东吴基金控股股东,海澜集团持有剩下30%的股份。 数据显示,过去三年,东吴基金权益投资总监刘元海管理规模从2022年二季度末的不 ...
基金业绩和薪酬挂钩新举措:若低于业绩比较基准10个百分点,基金经理要降薪
Mei Ri Jing Ji Xin Wen· 2025-05-07 15:20
Core Viewpoint - The China Securities Regulatory Commission (CSRC) has issued an action plan to promote the high-quality development of public funds, proposing 25 measures, including significant salary reductions for fund managers whose products underperform their benchmarks by more than 10 percentage points over three years [1][3]. Group 1: Fund Performance and Manager Accountability - A notable number of funds have underperformed their benchmarks over the past three to five years, with some lagging by over 50 percentage points [1][3]. - For instance, the Minsheng Jianyin Innovation Growth Mixed Fund has a three-year net value growth rate of -58.8%, compared to its benchmark's -1.38%, indicating a performance gap exceeding 50 percentage points [3]. - Similarly, the Dongwu Double Triangle Fund has a five-year net value growth rate of -52.09%, while its benchmark grew by 0.76%, also reflecting a significant underperformance [4]. Group 2: Consequences for Fund Managers - Fund managers of products that fail to meet performance standards may face salary adjustments, reassignments, or even termination [2][5]. - Funds that have been underperforming for three years may also face liquidation, especially if the current fund manager has not been in charge for the full three years [5][7]. - The Changsheng Advanced Manufacturing Fund, for example, has a three-year net value growth rate of -51.71%, with its benchmark yielding 6.03%, putting it at risk of being liquidated due to low asset value [5][6]. Group 3: Adjustments in Performance Benchmarks - The new measures may lead to fund managers being more cautious in setting performance benchmarks, as many funds have already begun to adjust their benchmarks [8][9]. - For example, the CITIC Prudential New Sharp Mixed Fund changed its benchmark from a fixed deposit rate to a combination of equity and bond indices, indicating a shift in strategy [9]. - Other funds, such as the Fuyong Value Selection Mixed Fund, have also altered their benchmarks to reflect a more conservative investment approach [9].