东吴行业轮动混合A
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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
在成立以来的收益率方面,东吴双三角股票A、东吴医疗服务股票A、东吴消费成长混合A、东吴行业 轮动混合A、东吴国企改革混合A、东吴智慧医疗量化混合A等收益为负。 东吴双三角股票A历任基金经理中,近4年管理期间任职回报最差的为-62.69%。 【深圳商报讯】(记者 詹钰叶)在创下10年新高后,上证指数正在冲刺4000点大关。而东吴基金旗下 部分权益基金近5年的收益率为负,其中东吴安享量化混合A、东吴双三角股票A净值缩水近50%。 据同花顺(300033)数据(截至2025年10月24日),东吴双三角股票A与东吴安享量化混合A近5年的收 益率分别为-47.22%与-47.06%,均跑输同期基准收益率50个百分点以上;两只产品近3年的收益率同样 为负。东吴行业轮动混合A与东吴进取策略混合A今年以来、最近1年、最近2年、最近3年与最近5年的 收益率均为负。东吴双动力混合A的净值表现长期跑输同期基准收益率,其最近3年的收益为负,最近5 年的收益率接近-30%。东吴智慧医疗量化混合A与东吴国企改革混合A近5年的收益率为负。 ...
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
在创下十年新高后,上证指数正在冲刺4000点大关。而东吴基金旗下部分权益基金近五年的收益率为负,其中东吴安享量化混合A、东吴双三角股票A净 值缩水近50%。公司不久前迎来具有股东方背景的新任董事长。 | | | | 今年以来收 | | | | | | 成立以来收 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 益率 | | 近3年收益率 区间净值超 | | 近5年收益率 区间净值超 | | 益率 | 区间净值超 | | | | | | [交易日期] | 区间净值超 | [交易日期] | 越基准增长 | [交易日期] | 越基准增长 | [交易日期] | 越基准增长 | | | | | | 最新 | 越基准增长 | 最新 | | 最新 | ਲੀ | 最新 | | | | | | 基金规模 | [是否年化] | Bil | [是否年化] | [起始交易日 [是否年化] | | 「起始交易日 是否年化] | | 「起始交易日 | | | | | (合并) | 否 | [起始交易日 否 | ...
指数突破去年10月高点 这些基金还亏着
Zhong Guo Jing Ji Wang· 2025-08-18 06:41
Core Insights - The Shanghai Composite Index rose to 3696.77 points, surpassing the previous high of 3674.40 points from October 8 of last year, indicating a structural market rally [1][2] - Several fund products have achieved significant returns, with some doubling their value, while others have incurred substantial losses due to market timing issues [1][5] Fund Performance - The CITIC Construction Investment North Exchange Selected Two-Year Open Mixed A Fund recorded the highest return of 163.38% since October 8 of last year [3][4] - Other North Exchange funds also performed well, with returns of 139.86%, 126.94%, and 102.13% for the Huaxia North Exchange Innovative Small and Medium Enterprises Selected Fund, the Huitianfu North Exchange Innovative Selected Fund, and the Invesco Great Wall North Exchange Selected Fund, respectively [3] - The GF Growth Navigation One-Year Holding Mixed A Fund achieved a return of 119.73%, focusing on growth stocks like Pop Mart [4] Underperforming Funds - Some funds have experienced significant losses, with the Xinyuan Consumer Selection Mixed Fund down 23.35% and the Golden Eagle Transformation Power Mixed Fund down 21.22% since October 8 [5][7] - The underperformance of these funds is attributed to poor stock selection and market timing, particularly with holdings in companies like Xiaomi, which saw a decline of 11.34% in July [5][6] - Other funds, such as the Dongwu Industry Rotation Mixed A Fund, also reported losses due to misalignment with market trends, showing a decline of 11.32% [5] Sector Performance - Traditional consumption and new energy sectors have not rebounded significantly, leading to losses in related thematic funds [6] - Specific funds like the Guoshou Anbao Quality Consumption Stock Fund and the Jiashi New Consumption Stock Fund reported returns of -7.9% and -8.1%, respectively, since October 8 [7]