东吴双三角股票A
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基金净值增长率排行榜:12月23日47只基金回报超3%
Zheng Quan Shi Bao Wang· 2025-12-24 01:40
Group 1 - The core viewpoint of the article highlights the performance of stock and mixed funds, with 61.49% achieving positive returns on December 23, and 47 funds exceeding a 3% return [1][2] - The Shanghai Composite Index rose by 0.07% to close at 3919.98 points, while the Shenzhen Component Index increased by 0.27%, the ChiNext Index by 0.41%, and the STAR 50 Index by 0.36% [1] - Among the sectors, the top gainers included power equipment, building materials, and electronics, with increases of 1.12%, 0.88%, and 0.58% respectively [1] Group 2 - The top-performing fund, Dongwu Double Triangle Stock A, achieved a net value growth rate of 5.48%, followed closely by Dongwu Double Triangle Stock C and Guotou Ruijin Industry Upgrade Mixed C, both at 5.47% [2] - A total of 36 funds with a net value growth rate exceeding 3% belong to the equity-oriented category, while 6 are standard stock funds and 5 are flexible allocation funds [2] - The fund with the largest net value drawdown was Dongcai Economic Driven Mixed Initiation C, with a decline of 4.77% [2][4] Group 3 - The article provides a detailed ranking of funds based on their net value growth rates and drawdown percentages, showcasing various funds from different companies [2][4] - Notably, 8 funds from Guotou Ruijin Fund were among those exceeding a 3% return, while Yongying Fund and Huaxia Fund each had 4 funds listed [1][2] - The article also lists funds with significant drawdowns, including several ETFs related to satellite industries, which experienced declines around 4% [4][5]
东吴基金旗下部分权益基金长期亏损
Shen Zhen Shang Bao· 2025-10-28 03:37
Core Insights - The Shanghai Composite Index is approaching the 4000-point mark after reaching a 10-year high [1] - Dongwu Fund's equity funds have shown negative returns over the past five years, with specific funds losing nearly 50% of their net value [1] Performance Summary - Dongwu Shuang Triangle Stock A and Dongwu Anxiang Quantitative Mixed A have five-year returns of -47.22% and -47.06%, respectively, underperforming the benchmark by over 50 percentage points [1] - Both funds have also recorded negative returns over the past three years [1] - Dongwu Industry Rotation Mixed A and Dongwu Progress Strategy Mixed A have negative returns across all time frames: year-to-date, one year, two years, three years, and five years [1] - Dongwu Shuang Power Mixed A has consistently underperformed the benchmark, with a three-year return that is negative and a five-year return close to -30% [1] - Dongwu Smart Medical Quantitative Mixed A and Dongwu State-Owned Enterprise Reform Mixed A also show negative returns over the past five years [1] Historical Performance - Several funds, including Dongwu Shuang Triangle Stock A, Dongwu Medical Service Stock A, Dongwu Consumption Growth Mixed A, Dongwu Industry Rotation Mixed A, Dongwu State-Owned Enterprise Reform Mixed A, and Dongwu Smart Medical Quantitative Mixed A, have negative returns since their inception [1] - The worst return among the fund managers of Dongwu Shuang Triangle Stock A over the past four years is -62.69% [1]
新掌门两个月前上任,东吴基金旗下部分权益基金长期亏损
Shen Zhen Shang Bao· 2025-10-27 06:59
Core Insights - The Shanghai Composite Index is approaching the 4000-point mark after reaching a ten-year high, while several equity funds under Dongwu Fund have reported negative returns over the past five years, with Dongwu Double Triangle Stock A and Dongwu Anxiang Quantitative Mixed A experiencing nearly a 50% decline in net value [1][2] Fund Performance - Dongwu Double Triangle Stock A and Dongwu Anxiang Quantitative Mixed A have recorded five-year returns of -47.22% and -47.06%, respectively, significantly underperforming the benchmark by over 50 percentage points [1] - Dongwu Industry Rotation Mixed A and Dongwu Progress Strategy Mixed A have also shown negative returns across various time frames, with five-year returns of -30.54% and -26.70% [1][3] - Dongwu Double Power Mixed A has consistently underperformed the benchmark, with recent three-year returns being negative and five-year returns close to -30% [1] - Dongwu Wisdom Medical Quantitative Mixed A and Dongwu State-Owned Enterprise Reform Mixed A have also reported negative returns over the past five years [1] Management Changes - Dongwu Fund has appointed a new chairman with a background from the major shareholder, Dongwu Securities, following the resignation of the previous chairman, Ma Zhenya [4] - The new leadership faces challenges in addressing the imbalanced product structure and expanding equity business to enhance competitiveness [4] Company Overview - Dongwu Fund, established in September 2004, has struggled to exceed a management scale of 40 billion yuan, with a current management scale of 37.561 billion yuan, down nearly 6% from the previous year [3] - The company’s stock and mixed fund scales are significantly lower than its bond and money market fund scales, indicating a lack of focus on equity products [3]
机构风向标 | 慧翰股份(301600)2025年二季度已披露前十大机构累计持仓占比40.50%
Xin Lang Cai Jing· 2025-08-27 01:15
Group 1 - The core viewpoint of the news is that Huihan Co., Ltd. (301600.SZ) has reported significant institutional investment, with 12 institutional investors holding a total of 42.39 million shares, representing 40.56% of the total share capital as of August 26, 2025 [1] - The top ten institutional investors collectively hold 40.50% of the shares, with a slight increase of 0.30 percentage points compared to the previous quarter [1] - The report highlights the presence of various institutional investors, including Fujian Guomai Group Co., Ltd. and Shanghai SAIC Venture Capital Center, among others [1] Group 2 - In the public fund sector, three public funds have increased their holdings, contributing to a slight rise in the overall holding percentage [2] - Three new public funds have been disclosed compared to the previous quarter, including Southern CSI 1000 ETF and Huaxia CSI 1000 ETF [2] - One foreign fund, Hong Kong Central Clearing Limited, has reduced its holdings, indicating a slight decline in foreign investment [2]