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产品换手率高企,东方基金两位基石“老将”业绩折戟引关注
Hua Xia Shi Bao· 2025-08-16 13:16
本报(chinatimes.net.cn)记者张玫 北京报道 近日,东方基金旗下两位基石"老将"——王然和李瑞业绩不佳,引发了市场关注。 具体来看,东方品质消费一年持有期混合A近1年、近2年、近3年业绩分别为 16.68%、-16.67%、-37.62%,均大幅跑输同类产品平均收益和沪深300指数,在同类产品中均处于 3758/4323、3586/3737、2932/3069的垫底状态。 东方城镇消费主题混合近1年、近2年、近3年业绩分别为16.53%、-15.83%、-28.70%,涨幅均低于同类 平均值和沪深300的涨幅。截至2025年6月30日,东方城镇消费主题混合期末净资产0.28亿元,比上期减 少2.73%,相比于2024年一季度末的0.46亿元缩水近四成。 王然管理的东方新兴成长换手率近年常超600%,2024年二季度末更是达到了750%以上。高换手并未带 来收益提升,该产品近三年亏损幅度达38.71%。 | 报告期 | 基金换手率 | | --- | --- | | 2024-12-31 | 632.24% | | 2024-06-30 | 750.33% | | 2023-12-31 | 62 ...
8/11财经夜宵:得知基金净值排名及选基策略,赶紧告知大家
Sou Hu Cai Jing· 2025-08-11 16:46
Group 1 - The article provides a ranking of open-end funds based on their net asset value growth as of August 11, 2025, highlighting the top 10 funds with significant increases [2][4]. - The top-performing fund is "Guoshou Anbao New Materials Stock Initiation A," with a net value of 1.6123, showing an increase from 1.5382 on August 8, 2025, representing a growth of 0.07 [2]. - The bottom-performing fund is "Southern CSI Hong Kong Gold Industry Stock Index Initiation C," which decreased from 1.3488 to 1.3088, reflecting a decline of 0.04 [4]. Group 2 - The overall market performance indicates a rebound, with the Shanghai Composite Index showing a small upward trend and the ChiNext Index experiencing a more significant rise, with a trading volume of 1.85 trillion [6]. - Leading sectors include components, software services, and advertising packaging, all showing gains of over 2%, while the shipping industry faced a decline of over 2% [6]. - The fund "Guoshou Anbao New Materials Stock Initiation A" is noted for its rapid net value growth, outperforming the market [6].
规模突破8200亿元!ESG投资基金跑步扩容,20只产品年内收益超20%
Hua Xia Shi Bao· 2025-06-06 10:00
Core Insights - The ESG investment funds are gaining significant attention in the financial market, with approximately 1200 funds and a total scale exceeding 820 billion yuan as of June 6 [3][4] - Various types of ESG funds are emerging, including pure ESG theme funds, ESG strategy funds, and environmental protection theme funds, reflecting a growing recognition of sustainable investment [3][4] Fund Performance - Among the ESG funds, 84 funds have achieved over 10% returns this year, with 20 funds exceeding 20% and 8 funds surpassing 50% [4][5] - Notable performers include the Bank of China Hong Kong Stock Connect Medical A/C with over 60% returns and the Huatai-PineBridge Health Living One-Year Holding A/C with over 55% returns [5] Market Trends - The increasing number of ESG funds indicates a rising investor interest in corporate social responsibility and sustainable development [4][7] - Fund companies are strategically positioning themselves to attract a broader client base, particularly younger generations and institutional investors who prefer investments aligned with their values [4][7] Regulatory Environment - Since 2020, there has been a growing emphasis on ESG regulations, with various policies being introduced to guide enterprises in ESG practices [7][8] - Central and local governments are actively promoting ESG development, with initiatives aimed at enhancing the quality of state-owned enterprises and fostering sustainable urban development [7][8]